Defined Benefit (Pension) · DOL Form 5500 · 2023

Morgan, Lewis & Bockius LLP Pension Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
83
Participants Small participant base
84th
Percentile by assets National rank
$526,954
Avg per participant High balance/head
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Official DOL plan name: Morgan, Lewis & Bockius LLP Employees Pension Plan · Sponsored by Morgan, Lewis & Bockius LLP · Pennsylvania · Professional & Technical Services

$44M in assets, 83 participants

Morgan, Lewis & Bockius LLP's Morgan, Lewis & Bockius LLP Employees Pension Plan reported $44M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,290 in Professional & Technical Services (20,321 peers)

Where Morgan, Lewis & Bockius LLP Employees Pension Plan sits by assets

Morgan, Lewis & Bockius LLP Employees Pension Plan sits in the top quartile of all filed plans by assets, $44M for 83 participants (~$526,954/participant), up 4.2% in 2023.

#17,290
in Professional & Technical Services (20,321 peers)
+4.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Morgan, Lewis & Bockius LLP Employees Pension Plan's outsized position by total assets

Morgan, Lewis & Bockius LLP Employees Pension Plan vs every filed plan by assets

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

$43,737,151 Top 16% higher than 84% 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

Morgan, Lewis & Bockius LLP Employees Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan, Lewis & Bockius LLP Employees Pension Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morgan, Lewis & Bockius LLP Employees Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Morgan, Lewis & Bockius LLP Employees Pension Plan reported participants fell from 95 in the plan year 2022 filing to 83 in the plan year 2023 filing.
  • Morgan, Lewis & Bockius LLP Employees Pension Plan end-of-year assets rose from $42M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 230891050 · Morgan, Lewis & Bockius LLP PY 2023 · Defined Benefit (Pension)

Morgan, Lewis & Bockius LLP Employees Pension Plan · $44M · 83 · 84th

  • BOY $44M
  • SCH 83
  • EBSA 84th
  • PART Defined Benefit (Pension)
  • TYPE near Plumbers Local Union No. 519 Pension Fund
  • NET ind #17290

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 Employees Pension Plan in the asset neighbourhood

Vorys, Sater, Seymour and Pease LLP Cash Balance Pension PlanVorys, Sater, Seymour and Pe…$44MMorgan, Lewis & Bockius LLP Employees Pension PlanMorgan, Lewis & Bockius LLP …$44MPlumbers Local Union No. 519 Pension FundPlumbers Local Union No. 519…$44MXl America, Inc. Retirement PlanXl America, Inc. Retirement …$44MTeamsters Local 237 Welfare Fund Pension PlanTeamsters Local 237 Welfare …$44M
End-of-year total assets ($M) among Morgan, Lewis & Bockius LLP Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$44M
Net Income$2M
Employer EIN230891050
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morgan, Lewis & Bockius LLP)

Sponsor-wide plan assets over time

All Morgan, Lewis & Bockius LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2.8B 32.44470158885788% vs 2022
2024 filing year
$2B$2.5B$3B 202220232024 $2.1B $2.78B ▲ +32.4%
Year Plans Participants Total Assets
2022 4 6,521 $2.1B
2023 4 6,616 $2.6B
2024 4 6,597 $2.8B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Morgan, Lewis & Bockius LLP Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Morgan, Lewis & Bockius LLP Employees Pension Plan, Total assets ($B): 0.043737151 · Participants: 83Morgan, Lewis & Bockius LLP Employees Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Morgan, Lewis & Bockius LLP Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Morgan, Lewis & Bockius LLP Employees Pension Plan side-by-side with 3 peers →

Morgan, Lewis & Bockius LLP Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Plumbers Local Union No. 519 Pension Fund in FL ($44M); by covered participants it is Pension Plan for Employees of Cn U.S. Subsidiaries in IL (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Morgan, Lewis & Bockius LLP Employees Pension Plan assets move in 2023? ▼
Morgan, Lewis & Bockius LLP Employees Pension Plan edged up modestly - up 4.2% during 2023, from $42M to $44M. Reported net income was $2M.
How have Morgan, Lewis & Bockius LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morgan, Lewis & Bockius LLP's sponsor-wide assets grew 32.4%, from $2.1B to $2.8B.
Where does Morgan, Lewis & Bockius LLP Employees Pension Plan rank by assets among Form 5500 filers? ▼
Morgan, Lewis & Bockius LLP Employees Pension Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Morgan, Lewis & Bockius LLP Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers Local Union No. 519 Pension Fund in FL ($44M, 369 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Morgan, Lewis & Bockius LLP Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Cn U.S. Subsidiaries in IL (83 participants, $77M 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 230891050.

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.