Defined Benefit (Pension) · DOL Form 5500 · 2022

Morgan, Lewis & Bockius LLP Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
95
Participants Small participant base
86th
Percentile by assets National rank
$441,929
Avg per participant High balance/head
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Official DOL plan name: Morgan, Lewis & Bockius LLP Employees Pension Plan · Sponsored by Morgan, Lewis & Bockius LLP · Pennsylvania · Professional & Technical Services

$42M in assets, 95 participants

Morgan, Lewis & Bockius LLP's Morgan, Lewis & Bockius LLP Employees Pension Plan reported $42M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,846 in Professional & Technical Services (21,562 peers)

Where Morgan, Lewis & Bockius LLP Employees Pension Plan sits by assets

Morgan, Lewis & Bockius LLP Employees Pension Plan sits in the top quartile of all filed plans by assets, $42M for 95 participants (~$441,929/participant), down 5.9% in 2022.

#18,846
in Professional & Technical Services (21,562 peers)
-5.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morgan, Lewis & Bockius LLP Employees Pension Plan's outsized position by total assets

Morgan, Lewis & Bockius LLP Employees Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$41,983,240 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Employees Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan, Lewis & Bockius LLP Employees Pension Plan is a small filing (95 participants) on this national headcount ladder.

DOL schedule card

Filing strip 230891050 · Morgan, Lewis & Bockius LLP PY 2022 · Defined Benefit (Pension)

Morgan, Lewis & Bockius LLP Employees Pension Plan · $42M · 95 · 86th

  • EBSA $42M
  • EBSA 95
  • EBSA 86th
  • EBSA Defined Benefit (Pension)
  • EBSA near Bricklayers Local No. 8 Pension Fund
  • EBSA ind #18846

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 Employees Pension Plan in the asset neighbourhood

Lake Michigan Credit Union Cash Balance Defined Benefit Plan and TrustLake Michigan Credit Union C…$42MUnion Health Service, Inc. Pension TrustUnion Health Service, Inc. P…$42MMorgan, Lewis & Bockius LLP Employees Pension PlanMorgan, Lewis & Bockius LLP …$42MBricklayers Local No. 8 Pension FundBricklayers Local No. 8 Pens…$42MSheet Metal Workers Local No. 4 Pension PlanSheet Metal Workers Local No…$42M
End-of-year total assets ($M) among Morgan, Lewis & Bockius LLP Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$42M
Net Income-$3M
Employer EIN230891050
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan, Lewis & Bockius LLP)

Sponsor-wide plan assets over time

All Morgan, Lewis & Bockius LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2.8B 32.44470158885788% vs 2022
2024 filing year
$2B$2.5B$3B 202220232024 $2.1B $2.78B ▲ +32.4%
Year Plans Participants Total Assets
2022 4 6,521 $2.1B
2023 4 6,616 $2.6B
2024 4 6,597 $2.8B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Morgan, Lewis & Bockius LLP Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Morgan, Lewis & Bockius LLP Employees Pension Plan, Total assets ($B): 0.04198324 · Participants: 95Morgan, Lewis & Bockius LLP Employees Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Morgan, Lewis & Bockius LLP Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Morgan, Lewis & Bockius LLP Employees Pension Plan side-by-side with 3 peers →

Morgan, Lewis & Bockius LLP Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Bricklayers Local No. 8 Pension Fund in OH ($42M); by covered participants it is Urology of St. Louis, Inc. Cash Balance Pension Plan in MO (95 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morgan, Lewis & Bockius LLP Employees Pension Plan assets move in 2022? ▼
Morgan, Lewis & Bockius LLP Employees Pension Plan pulled back noticeably - down 5.9% during 2022, from $45M to $42M. Reported net income was -$3M.
How have Morgan, Lewis & Bockius LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan, Lewis & Bockius LLP's sponsor-wide assets grew 32.4%, from $2.1B to $2.8B.
Where does Morgan, Lewis & Bockius LLP Employees Pension Plan rank by assets among Form 5500 filers? ▼
Morgan, Lewis & Bockius LLP Employees Pension Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Morgan, Lewis & Bockius LLP Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers Local No. 8 Pension Fund in OH ($42M, 118 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Morgan, Lewis & Bockius LLP Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Urology of St. Louis, Inc. Cash Balance Pension Plan in MO (95 participants, $3M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.