401(k) · DOL Form 5500 · 2022
Morgan Lewis & Bockius LLP Lisa Solley 401(k) Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 3,033
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $353,693
- Avg per participant High balance/head
Official DOL plan name: Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan · Sponsored by Morgan Lewis & Bockius LLP Lisa Solley · Pennsylvania · Professional & Technical Services
$1.1B in assets, 3,033 participants
Morgan Lewis & Bockius LLP Lisa Solley's Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan reported $1.1B in total assets and 3,033 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #21,420 in Professional & Technical Services (21,562 peers)
Coverage in Pennsylvania
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan covers 3,033 participants in Pennsylvania, 3.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.1B.
- #21,420
- in Professional & Technical Services (21,562 peers)
- +14.4%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan's outsized position by total assets
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,072,750,464 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan lands in the large band (3,033 participants).
Published 5500 schedule card
Filing strip 230891050 · Morgan Lewis & Bockius LLP Lisa Solley PY 2022 · 401(k)
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan · $1.1B · 3,033 · 99th
- PCT $1.1B
- EIN 3,033
- RANK 99th
- PHOTO 401(k)
- IND near First Republic Bank 401(k) Plan
- EOY ind #21420
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $938M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $135M |
| Employer EIN | 230891050 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morgan Lewis & Bockius LLP Lisa Solley)
Sponsor-wide plan assets over time
All Morgan Lewis & Bockius LLP Lisa Solley plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 32.44470158885788% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 6,521 | $2.1B |
| 2023 | 4 | 6,616 | $2.6B |
| 2024 | 4 | 6,597 | $2.8B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is First Republic Bank 401(k) Plan in TX ($1.1B); by covered participants it is Carrington 401(k) Plan in CA (3,033 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- First Republic Bank 401(k) Plan (TX) $1.1B · 6,024
- Ingersoll Rand Retirement Savings Plan (NC) $1.1B · 4,571
- Bmc Software, Inc. Savings and Investment Plan (TX) $1.1B · 2,007
- Promedica Health System, Inc. 401(k) Plan (OH) $1.1B · 18,050
Similar participant headcount
Nearest other-state filings by covered participants (3,033 participants); asset peers above are excluded.
- Carrington 401(k) Plan (CA) 3,033 · 0 off
- Hss Inc. 401(k) Retirement Savings Plan (CO) 3,033 · 0 off
- Doosan 401(k) Plan (ND) 3,034 · 1 off
- I. B. E. W. Local Union No. 124 401(k) Plan (MO) 3,032 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.