Money Purchase · DOL Form 5500 · 2023

Duane Morris LLP Money Purchase Plan

Data updated 2026-08-25

$321M
Total assets Above avg plan size
478
Participants Below avg headcount
96th
Percentile by assets National rank
$671,609
Avg per participant High balance/head
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Official DOL plan name: Duane Morris Retirement Plan · Sponsored by Duane Morris LLP · Pennsylvania · Professional & Technical Services

$321M in assets, 478 participants

Duane Morris LLP's Duane Morris Retirement Plan reported $321M in total assets and 478 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,780 in Professional & Technical Services (20,321 peers)

Where Duane Morris Retirement Plan sits by assets

Duane Morris Retirement Plan sits in the top 5% of all filed plans by assets, $321M for 478 participants (~$671,609/participant), up 14.8% in 2023.

#19,780
in Professional & Technical Services (20,321 peers)
+14.8%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Duane Morris Retirement Plan's outsized position by total assets

Duane Morris Retirement Plan vs every filed plan by assets

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

$321,029,187 Top 4% higher than 96% 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

Duane Morris 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. Duane Morris Retirement Plan sits mid-pack in the medium band (478 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Duane Morris Retirement Plan reported net income rose from -$46M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Duane Morris Retirement Plan end-of-year assets rose from $280M in the plan year 2022 filing to $321M in the plan year 2023 filing.
  • Duane Morris Retirement Plan reported participants rose from 444 in the plan year 2022 filing to 478 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231392502 · Duane Morris LLP PY 2023 · Money Purchase

Duane Morris Retirement Plan · $321M · 478 · 96th

  • VS-ST $321M
  • BOY 478
  • SCH 96th
  • EBSA Money Purchase
  • PART near Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan
  • TYPE ind #19780

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 Retirement Plan in the asset neighbourhood

Carrix, Inc. Retirement Plan$328MNorthwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension PlanNorthwest Ohio Carpenters, M…$324MDuane Morris Retirement Plan$321MPavers & Road Builders DC Annuity FundPavers & Road Builders DC An…$313MNorth Central States Regional Council of Carpenters Supplemental Retirement PlanNorth Central States Regiona…$311M
End-of-year total assets ($M) among Duane Morris Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$280M
Net Assets (End of Year)$321M
Net Income$41M
Employer EIN231392502
Plan Effective Date1972-02-29
Filing StatusFILING 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
$700M$750M$800M$850M$900M$950M 202220232024 $751M $916M ▲ +22.1%
Year Plans Participants Total Assets
2022 4 2,944 $751M
2023 4 3,043 $853M
2024 4 3,027 $916M

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Duane Morris Retirement Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987IBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of ScrantonDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 142.684707 · Participants: 182Dentons Cohen & Grigsby P.C. Pension Plan
Duane Morris Retirement Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Duane Morris Retirement Plan side-by-side with 3 peers →

Duane Morris Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan in OH ($324M); by covered participants it is Teamsters Local 802 Annuity Fund in NY (476 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (478 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 Duane Morris Retirement Plan assets move in 2023? ▼
Duane Morris Retirement Plan grew at a solid clip - up 14.8% during 2023, from $280M to $321M. Reported net income was $41M.
How have Duane Morris LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Duane Morris LLP's sponsor-wide assets grew 22.1%, from $751M to $916M.
Where does Duane Morris Retirement Plan rank by assets among Form 5500 filers? ▼
Duane Morris Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Duane Morris Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan in OH ($324M, 2,240 participants).
Which Money Purchase plans cover a similar participant headcount to Duane Morris Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Teamsters Local 802 Annuity Fund in NY (476 participants, $140M 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 231392502.

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.