Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

MORGAN, LEWIS & BOCKIUS LLP

This Defined Benefit (Pension) plan holds $42M in total assets and serves 95 participants as of 2022. It is sponsored by MORGAN, LEWIS & BOCKIUS LLP in Pennsylvania. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$42M
Participants
95
State
Industry
Professional & Technical Services

What the Filing Says About MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN

MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by MORGAN, LEWIS & BOCKIUS LLP, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 95 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 230891050, and the plan has been effective since 1984-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $45M at the beginning of 2022 to $42M at year-end — a decline of 5.9%. Net assets (after liabilities) closed the year at $42M, with reported net income of $-2,610,094 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$45M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$-2,610,094
Plan TypeDefined Benefit (Pension)
Employer EIN230891050
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MORGAN, LEWIS & BOCKIUS LLP)

Year Plans Participants Total Assets
2022 4 6,521 $2.1B
2023 4 6,616 $2.6B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN?
As of the 2022 Form 5500 filing, MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN holds $42M in total assets with 95 participants. It is sponsored by MORGAN, LEWIS & BOCKIUS LLP.
What type of plan is MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN?
MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1984-10-01. The plan is filed with the U.S. Department of Labor under EIN 230891050.
Who sponsors the MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN?
MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN is sponsored by MORGAN, LEWIS & BOCKIUS LLP, located in Pennsylvania. The sponsor's EIN is 230891050 and the plan operates in the Professional & Technical Services industry.
How did MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN perform in 2022?
MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN declined by 5.9% during 2022, moving from $45M to $42M in total assets. Net income was $-2,610,094.
Where can I find official filings for MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN?
Official Form 5500 filings for MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 230891050 or plan name at efast.dol.gov.
How does MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN compare to other plans?
You can compare MORGAN, LEWIS & BOCKIUS LLP EMPLOYEES PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 230891050.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.