401(k) · DOL Form 5500 · 2023
Morgan Lewis & Bockius LLP Lisa Solley 401(k) Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 3,137
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $425,913
- Avg per participant High balance/head
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.
- #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.
- #20,190
- in Professional & Technical Services (20,321 peers)
- +24.5%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan's outsized position by total assets
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,336,089,871 Top 1% higher than 99% 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 Tax Saver Retirement 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 Tax Saver Retirement Plan lands in the large band (3,137 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
EBSA filing schedule strip
Filing strip 230891050 · Morgan Lewis & Bockius LLP Lisa Solley PY 2023 · 401(k)
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan · $1.3B · 3,137 · 99th
- PHOTO $1.3B
- IND 3,137
- EOY 99th
- 5500 401(k)
- ASSETS near Evergy, Inc. 401(k) Savings Plan
- PCT ind #20190
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 Tax Saver Retirement Plan in the asset neighbourhood
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)
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 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
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Evergy, Inc. 401(k) Savings Plan in MO ($1.3B); by covered participants it is Cibc Retirement Savings Plan for U.S. Employees in IL (3,138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,137 participants); asset peers above are excluded.
- Cibc Retirement Savings Plan for U.S. Employees (IL) 3,138 · 1 off
- Aston Healthcare, LLC 401(k) Plan (NY) 3,138 · 1 off
- Patton Wings, Inc. 401(k) Plan (MI) 3,133 · 4 off
- Netjets Aviation, Inc. 401(k) Retirement Plan (OH) 3,133 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.