401(k) · DOL Form 5500 · 2023

Morgan Lewis & Bockius LLP Lisa Solley 401(k) Plan

Data updated 2026-08-11

$1.3B
Total assets: 3,137
Participants: 99th
Percentile by assets: $425,913
Avg per participant

Official DOL plan name: Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan · Sponsored by Morgan Lewis & Bockius LLP Lisa Solley · Pennsylvania · Professional & Technical Services

$1.3B in assets, 3,137 participants

Morgan Lewis & Bockius LLP Lisa Solley's Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan reported $1.3B in total assets and 3,137 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 127,072 plans)
#20,190 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan covers 3,137 participants in Pennsylvania, 3.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.3B.

$1.3B
total plan assets (2023 EOY): 3,137
covered participants: 99th
percentile by assets (of 127,072 plans): $425,913
avg assets per participant

Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan reported net income rose from $135M in the plan year 2022 filing to $263M in the plan year 2023 filing.
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan reported participants rose from 3,033 in the plan year 2022 filing to 3,137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Professional & Technical Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan reports 3,137 participants - 3.8x that state average ($1.3B EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$1.1B
Net Assets (End of Year)	$1.3B
Net Income	$263M
Employer EIN	230891050
Plan Effective Date	1982-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Morgan Lewis & Bockius LLP Lisa Solley)

Total plan assets by year, all Morgan Lewis & Bockius LLP Lisa Solley plans on file

Year	Plans	Participants	Total Assets
2022	4	6,521	$2.1B
2023	4	6,616	$2.6B
2024	4	6,597	$2.8B

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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

Compare Morgan, Lewis & Bockius LLP Tax Saver Re… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan by total assets, not by location.

Evergy, Inc. 401(k) Savings Plan (MO) $1.3B · 4,443
Blue Cross Blue Shield of Michigan Employees' Savings Plan (MI) $1.3B · 6,006
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program (IN) $1.3B · 7,493
Millerknoll Retirement Plan (MI) $1.3B · 8,601

Frequently Asked Questions

How did Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan assets move in 2023? ▼

Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan grew sharply - up 24.5% during 2023, from $1.1B to $1.3B. Reported net income was $263M.

How have Morgan Lewis & Bockius LLP Lisa Solley plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Morgan Lewis & Bockius LLP Lisa Solley's sponsor-wide assets grew 32.4%, from $2.1B to $2.8B.

Where does Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan rank by assets among Form 5500 filers? ▼

Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Evergy, Inc. 401(k) Savings Plan in MO ($1.3B, 4,443 participants).

Next read for Morgan, Lewis & Bockius LLP Tax Saver Re…

Filing takeaways

Ways to act on Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan's numbers.

By total assets, Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) 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

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 230891050.