401(k) · DOL Form 5500 · 2023
Duane Morris LLP 401(k) Plan
Data updated 2026-08-25
- $378M
- Total assets Above avg plan size
- 1,295
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $291,513
- Avg per participant High balance/head
Official DOL plan name: Duane Morris Employee Incentive Savings 401(k) Plan · Sponsored by Duane Morris LLP · Pennsylvania · Professional & Technical Services
$378M in assets, 1,295 participants
Duane Morris LLP's Duane Morris Employee Incentive Savings 401(k) Plan reported $378M in total assets and 1,295 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #19,851 in Professional & Technical Services (20,321 peers)
Where Duane Morris Employee Incentive Savings 401(k) Plan sits by assets
Duane Morris Employee Incentive Savings 401(k) Plan sits in the top 5% of all filed plans by assets, $378M for 1,295 participants (~$291,513/participant), up 14.0% in 2023.
- #19,851
- in Professional & Technical Services (20,321 peers)
- +14.0%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
Duane Morris Employee Incentive Savings 401(k) Plan's outsized position by total assets
Duane Morris Employee Incentive Savings 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$377,509,697 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Duane Morris Employee Incentive Savings 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Duane Morris Employee Incentive Savings 401(k) Plan lands in the large band (1,295 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Duane Morris Employee Incentive Savings 401(k) Plan reported net income rose from -$54M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Duane Morris Employee Incentive Savings 401(k) Plan end-of-year assets rose from $331M in the plan year 2022 filing to $378M in the plan year 2023 filing.
- Duane Morris Employee Incentive Savings 401(k) Plan reported participants rose from 1,246 in the plan year 2022 filing to 1,295 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231392502 · Duane Morris LLP PY 2023 · 401(k)
Duane Morris Employee Incentive Savings 401(k) Plan · $378M · 1,295 · 97th
- BOOK $378M
- VS-ST 1,295
- BOY 97th
- SCH 401(k)
- EBSA near Herbalife International of America, Inc. Employees 401(k) Profit Sharing
- PART ind #19851
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 →
Duane Morris Employee Incentive Savings 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $331M |
|---|---|
| Net Assets (End of Year) | $378M |
| Net Income | $45M |
| Employer EIN | 231392502 |
| Plan Effective Date | 1985-02-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Duane Morris LLP)
Sponsor-wide plan assets over time
All Duane Morris LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $916M 22.068518994841025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 2,944 | $751M |
| 2023 | 4 | 3,043 | $853M |
| 2024 | 4 | 3,027 | $916M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Duane Morris Employee Incentive Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Herbalife International of America, Inc. Employees 401(k) Profit Sharing in CA ($377M); by covered participants it is Esler Companies 401(k) Plan in RI (1,295 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($378M here).
- Herbalife International of America, Inc. Employees 401(k) Profit Sharing (CA) $377M · 2,793
- Structure Tone Organization 401(k) Profit Sharing Plan (NY) $377M · 1,451
- Advantest America, Inc. Saving Plan (CA) $377M · 1,079
- Lynden 401(k) Retirement Savings Plan & Trust (WA) $378M · 1,988
Similar participant headcount
Nearest other-state filings by covered participants (1,295 participants); asset peers above are excluded.
- Esler Companies 401(k) Plan (RI) 1,295 · 0 off
- Mckinstry Co. Profit Sharing and 401(k) Plan (WA) 1,295 · 0 off
- American Sugar Refining & Subsidiaries Hourly Savings and Investment Plan (NY) 1,295 · 0 off
- Pensacola Christian College, Inc. 401(k) Retirement Plan (FL) 1,295 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.