Defined Benefit (Pension) · DOL Form 5500 · 2023

Morrison & Foerster LLP Pension Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
293
Participants Below avg headcount
94th
Percentile by assets National rank
$567,455
Avg per participant High balance/head
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Official DOL plan name: Morrison & Foerster LLP Cash Balance Retirement Plan · Sponsored by Morrison & Foerster LLP · California · Professional & Technical Services

$166M in assets, 293 participants

Morrison & Foerster LLP's Morrison & Foerster LLP Cash Balance Retirement Plan reported $166M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,342 in Professional & Technical Services (20,321 peers)

Coverage in California

Morrison & Foerster LLP Cash Balance Retirement Plan covers 293 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $166M.

#19,342
in Professional & Technical Services (20,321 peers)
+16.7%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Morrison & Foerster LLP Cash Balance Retirement Plan's outsized position by total assets

Morrison & Foerster LLP Cash Balance Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$166,264,235 Top 6% higher than 94% of 127,068 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 2023

Morrison & Foerster LLP Cash Balance Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morrison & Foerster LLP Cash Balance Retirement Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morrison & Foerster LLP Cash Balance Retirement Plan reported net income rose from $8M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Morrison & Foerster LLP Cash Balance Retirement Plan end-of-year assets rose from $143M in the plan year 2022 filing to $166M in the plan year 2023 filing.
  • Morrison & Foerster LLP Cash Balance Retirement Plan reported participants rose from 267 in the plan year 2022 filing to 293 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 940697210 · Morrison & Foerster LLP PY 2023 · Defined Benefit (Pension)

Morrison & Foerster LLP Cash Balance Retirement Plan · $166M · 293 · 94th

  • EBSA $166M
  • EBSA 293
  • EBSA 94th
  • EBSA Defined Benefit (Pension)
  • EBSA near Columbia University Retirement Plan - Local 241, Transport Workers Union of America
  • EBSA ind #19342

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 California →

Morrison & Foerster LLP Cash Balance Retirement Plan in the asset neighbourhood

American Civil Liberties Union Retirement PlanAmerican Civil Liberties Uni…$167MMorrison & Foerster LLP Cash Balance Retirement PlanMorrison & Foerster LLP Cash…$166MColumbia University Retirement Plan - Local 241, Transport Workers Union of AmericaColumbia University Retireme…$166MPlan for Retirement Allowances for Represented EmployeesPlan for Retirement Allowanc…$166MRicoh Family Group Pension Equity PlanRicoh Family Group Pension E…$166M
End-of-year total assets ($M) among Morrison & Foerster LLP Cash Balance Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$166M
Net Income$24M
Employer EIN940697210
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morrison & Foerster LLP)

Sponsor-wide plan assets over time

All Morrison & Foerster LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1.6B 27.102386884369206% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B 202220232024 $1.24B $1.58B ▲ +27.4%
Year Plans Participants Total Assets
2022 2 2,063 $1.2B
2023 2 2,197 $1.4B
2024 2 2,023 $1.6B

Nearby Defined Benefit (Pension) Plans in California

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

Morrison & Foerster LLP Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Morrison & Foerster LLP Cash Balance Retirement Plan, Total assets ($B): 0.166264235 · Participants: 293Morrison & Foerster LLP Cash Balance Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Morrison & Foerster LLP Cash Balance Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Morrison & Foerster LLP Cash Balance Retirement Plan side-by-side with 3 peers →

Morrison & Foerster LLP Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Columbia University Retirement Plan - Local 241, Transport Workers Union of America in NY ($166M); by covered participants it is Wesbanco, Inc. Defined Benefit Pension Plan in WV (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morrison & Foerster LLP Cash Balance Retirement Plan assets move in 2023? ▼
Morrison & Foerster LLP Cash Balance Retirement Plan grew sharply - up 16.7% during 2023, from $143M to $166M. Reported net income was $24M.
How have Morrison & Foerster LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrison & Foerster LLP's sponsor-wide assets grew 27.1%, from $1.2B to $1.6B.
Where does Morrison & Foerster LLP Cash Balance Retirement Plan rank by assets among Form 5500 filers? ▼
Morrison & Foerster LLP Cash Balance Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Morrison & Foerster LLP Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Columbia University Retirement Plan - Local 241, Transport Workers Union of America in NY ($166M, 945 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Morrison & Foerster LLP Cash Balance Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wesbanco, Inc. Defined Benefit Pension Plan in WV (293 participants, $183M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940697210.

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.