Profit Sharing · DOL Form 5500 · 2023
Morgan, Lewis & Bockius LLP Lisa Solley Profit Sharing Plan
Data updated 2026-08-11
- $714M
- Total assets
- 2,458
- Participants
- 98th
- Percentile by assets
- $290,494
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $714M
- total plan assets (2023 EOY)
- 2,458
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $290,494
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Morgan, Lewis & Bockius LLP Defined Contribution Plan reports 2,458 participants - 3.0x that state average ($714M EOY assets).
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)
| 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.
Morgan, Lewis & Bockius LLP Defined Contribution Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Morgan, Lewis & Bockius LLP Defined Contribution Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Morgan, Lewis & Bockius LLP Defined Contribution Plan assets move in 2023? ▼
How have Morgan, Lewis & Bockius LLP Lisa Solley plan assets changed over time? ▼
Where does Morgan, Lewis & Bockius LLP Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Morgan, Lewis & Bockius LLP Defined Contribution Plan? ▼
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Filing takeaways
Ways to act on Morgan, Lewis & Bockius LLP Defined Contribution Plan's numbers.
- By total assets, Morgan, Lewis & Bockius LLP Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Morgan, Lewis & Bockius LLP Lisa Solley's sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans