Defined Benefit (Pension) · DOL Form 5500 · 2023
Morgan, Lewis & Bockius LLP Pension Plan
Data updated 2026-08-25
- $468M
- Total assets Above avg plan size
- 938
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $499,228
- Avg per participant High balance/head
Official DOL plan name: Morgan, Lewis & Bockius LLP Cash Balance Plan · Sponsored by Morgan, Lewis & Bockius LLP · Pennsylvania · Professional & Technical Services
$468M in assets, 938 participants
Morgan, Lewis & Bockius LLP's Morgan, Lewis & Bockius LLP Cash Balance Plan reported $468M in total assets and 938 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #19,936 in Professional & Technical Services (20,321 peers)
Where Morgan, Lewis & Bockius LLP Cash Balance Plan sits by assets
Morgan, Lewis & Bockius LLP Cash Balance Plan sits in the top 5% of all filed plans by assets, $468M for 938 participants (~$499,228/participant), up 10.5% in 2023.
- #19,936
- in Professional & Technical Services (20,321 peers)
- +10.5%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
Morgan, Lewis & Bockius LLP Cash Balance Plan's outsized position by total assets
Morgan, Lewis & Bockius LLP Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$468,276,239 Top 3% higher than 97% 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 Cash Balance Plan among mid-size 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 Cash Balance Plan sits mid-pack in the medium band (938 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Morgan, Lewis & Bockius LLP Cash Balance Plan reported net income rose from -$9M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Morgan, Lewis & Bockius LLP Cash Balance Plan end-of-year assets rose from $424M in the plan year 2022 filing to $468M in the plan year 2023 filing.
- Morgan, Lewis & Bockius LLP Cash Balance Plan reported participants fell from 959 in the plan year 2022 filing to 938 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 230891050 · Morgan, Lewis & Bockius LLP PY 2023 · Defined Benefit (Pension)
Morgan, Lewis & Bockius LLP Cash Balance Plan · $468M · 938 · 97th
- EIN $468M
- EIN 938
- EIN 97th
- EIN Defined Benefit (Pension)
- EIN near Western States Insulators and Allied Workers' Pension Plan
- EIN ind #19936
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 Cash Balance Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $424M |
|---|---|
| Net Assets (End of Year) | $468M |
| Net Income | $44M |
| Employer EIN | 230891050 |
| Plan Effective Date | 2001-10-01 |
| Filing Status | FILING 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
| 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.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Morgan, Lewis & Bockius LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Western States Insulators and Allied Workers' Pension Plan in CA ($468M); by covered participants it is Smart Local Unions and Councils Pension Fund in VA (938 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($468M here).
- Western States Insulators and Allied Workers' Pension Plan (CA) $468M · 3,325
- American United Life Insurance Company Employees Retirement Plan and Trust (IN) $468M · 2,002
- Ashland Hercules Pension Plan II (KY) $469M · 57
- Wk Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan (MI) $470M · 1,367
Similar participant headcount
Nearest other-state filings by covered participants (938 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.