Profit Sharing · DOL Form 5500 · 2023
Morgan, Lewis & Bockius LLP Lisa Solley Profit Sharing Plan
Data updated 2026-08-25
- $714M
- Total assets Above avg plan size
- 2,458
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $290,494
- Avg per participant High balance/head
Official DOL plan name: Morgan, Lewis & Bockius LLP Defined Contribution Plan · Sponsored by Morgan, Lewis & Bockius LLP Lisa Solley · Pennsylvania · Professional & Technical Services
$714M in assets, 2,458 participants
Morgan, Lewis & Bockius LLP Lisa Solley's Morgan, Lewis & Bockius LLP Defined Contribution Plan reported $714M in total assets and 2,458 participants in its 2023 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.
- #20,064 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Morgan, Lewis & Bockius LLP Defined Contribution Plan covers 2,458 participants in Pennsylvania, 3.0x the typical Pennsylvania plan (state average ~822 per filing). Assets: $714M.
- #20,064
- in Professional & Technical Services (20,321 peers)
- +28.0%
- assets growth YoY
- 7.2×
- vs typical plan assets (national mean)
Morgan, Lewis & Bockius LLP Defined Contribution Plan's outsized position by total assets
Morgan, Lewis & Bockius LLP Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$714,033,910 Top 2% higher than 98% 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
Morgan, Lewis & Bockius LLP Defined Contribution 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. Morgan, Lewis & Bockius LLP Defined Contribution Plan lands in the large band (2,458 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morgan, Lewis & Bockius LLP Defined Contribution Plan reported net income rose from $79M in the plan year 2022 filing to $156M in the plan year 2023 filing.
- Morgan, Lewis & Bockius LLP Defined Contribution Plan end-of-year assets rose from $558M in the plan year 2022 filing to $714M in the plan year 2023 filing.
- Morgan, Lewis & Bockius LLP Defined Contribution Plan reported participants rose from 2,434 in the plan year 2022 filing to 2,458 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 230891050 · Morgan, Lewis & Bockius LLP Lisa Solley PY 2023 · Profit Sharing
Morgan, Lewis & Bockius LLP Defined Contribution Plan · $714M · 2,458 · 98th
- BOY $714M
- BOY 2,458
- BOY 98th
- BOY Profit Sharing
- BOY near The Retirement and Savings Plan for Amgen Manufacturing Limited LLC
- BOY ind #20064
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 Defined Contribution Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $558M |
|---|---|
| Net Assets (End of Year) | $714M |
| Net Income | $156M |
| Employer EIN | 230891050 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morgan, Lewis & Bockius LLP Lisa Solley)
Sponsor-wide plan assets over time
All Morgan, Lewis & Bockius LLP Lisa Solley plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 32.44470158885788% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 6,521 | $2.1B |
| 2023 | 4 | 6,616 | $2.6B |
| 2024 | 4 | 6,597 | $2.8B |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Steamfitters Local Union No. 420 Srp $671M · 6,295
Morgan, Lewis & Bockius LLP Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is The Retirement and Savings Plan for Amgen Manufacturing Limited LLC in PR ($719M); by covered participants it is Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan in UT (2,460 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($714M here).
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC (PR) $719M · 2,713
- Southwest Carpenters Annuity Fund (CA) $708M · 52,075
- Popular, Inc. Pr Savings and Investment Plan (PR) $701M · 8,134
- Legacy Health Defined Contribution Retirement Plan (OR) $697M · 11,313
Similar participant headcount
Nearest other-state filings by covered participants (2,458 participants); asset peers above are excluded.
- Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan (UT) 2,460 · 2 off
- Goodwill of Central and Southern Indiana Inc. Discretionary Contribution Thrift Plan (IN) 2,443 · 15 off
- Itron, Inc. Incentive Savings Plan (WA) 2,440 · 18 off
- Altamed Health Services Corporation 403(b) Plan (CA) 2,433 · 25 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.