Defined Benefit (Pension) · DOL Form 5500 · 2022

Morgan, Lewis & Bockius LLP Pension Plan

Data updated 2026-08-25

$424M
Total assets Above avg plan size
959
Participants Near avg headcount
98th
Percentile by assets National rank
$441,952
Avg per participant High balance/head
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Official DOL plan name: Morgan, Lewis & Bockius LLP Cash Balance Plan · Sponsored by Morgan, Lewis & Bockius LLP · Pennsylvania · Professional & Technical Services

$424M in assets, 959 participants

Morgan, Lewis & Bockius LLP's Morgan, Lewis & Bockius LLP Cash Balance Plan reported $424M in total assets and 959 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #21,208 in Professional & Technical Services (21,562 peers)

Where Morgan, Lewis & Bockius LLP Cash Balance Plan sits by assets

Morgan, Lewis & Bockius LLP Cash Balance Plan sits in the top 5% of all filed plans by assets, $424M for 959 participants (~$441,952/participant), down 2.2% in 2022.

#21,208
in Professional & Technical Services (21,562 peers)
-2.2%
assets change YoY
4.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morgan, Lewis & Bockius LLP Cash Balance Plan's outsized position by total assets

Morgan, Lewis & Bockius LLP Cash Balance Plan vs every filed plan by assets

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

$423,832,005 Top 2% higher than 98% 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 Cash Balance Plan among mid-size 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 Cash Balance Plan sits mid-pack in the medium band (959 participants).

Form 5500 schedule snapshot

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

Morgan, Lewis & Bockius LLP Cash Balance Plan · $424M · 959 · 98th

  • IND $424M
  • IND 959
  • IND 98th
  • IND Defined Benefit (Pension)
  • IND near Swiss Re Group U.S. Employee's Pension Plan
  • IND ind #21208

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 Cash Balance Plan in the asset neighbourhood

North Mississippi Health Services Retirement Plan & Trust AgreementNorth Mississippi Health Ser…$425MDte Gas Company Retirement Plan for Employees Covered by Collective Bargaining AgreementsDte Gas Company Retirement P…$425MMorgan, Lewis & Bockius LLP Cash Balance PlanMorgan, Lewis & Bockius LLP …$424MSwiss Re Group U.S. Employee's Pension PlanSwiss Re Group U.S. Employee…$423MMinneapolis Food Distributing Industry Pension PlanMinneapolis Food Distributin…$423M
End-of-year total assets ($M) among Morgan, Lewis & Bockius LLP Cash Balance 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)$433M
Net Assets (End of Year)$424M
Net Income-$9M
Employer EIN230891050
Plan Effective Date2001-10-01
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 Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Morgan, Lewis & Bockius LLP Cash Balance Plan, Total assets ($B): 0.423832005 · Participants: 959Morgan, Lewis & Bockius LLP Cash Balance 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 Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Morgan, Lewis & Bockius LLP Cash Balance Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Swiss Re Group U.S. Employee's Pension Plan in NY ($423M); by covered participants it is Plumbers and Pipefitters Local 520 Pension Plan in MI (959 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (959 participants); asset peers above are excluded.

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 Cash Balance Plan assets move in 2022? ▼
Morgan, Lewis & Bockius LLP Cash Balance Plan edged down modestly - down 2.2% during 2022, from $433M to $424M. Reported net income was -$9M.
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 Cash Balance Plan rank by assets among Form 5500 filers? ▼
Morgan, Lewis & Bockius LLP Cash Balance Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Morgan, Lewis & Bockius LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Swiss Re Group U.S. Employee's Pension Plan in NY ($423M, 381 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Morgan, Lewis & Bockius LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers and Pipefitters Local 520 Pension Plan in MI (959 participants, $252M 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.