Defined Benefit (Pension) · DOL Form 5500 · 2023

Morgan, Lewis & Bockius LLP Pension Plan

Data updated 2026-08-11

$468M
Total assets: 938
Participants: 97th
Percentile by assets: $499,228
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$468M
total plan assets (2023 EOY): 938
covered participants: 97th
percentile by assets (of 127,072 plans): $499,228
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Professional & Technical Services

Morgan, Lewis & Bockius LLP Cash Balance Plan vs the 2023 asset distribution

By assets, Morgan, Lewis & Bockius LLP Cash Balance Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.7x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Morgan, Lewis & Bockius LLP 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 Defined Benefit (Pension) Plans in Pennsylvania

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

Morgan, Lewis & Bockius LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

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

Compare Morgan, Lewis & Bockius LLP Cash Balance… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Morgan, Lewis & Bockius LLP Cash Balance Plan by total assets, not by location.

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

Frequently Asked Questions

How did Morgan, Lewis & Bockius LLP Cash Balance Plan assets move in 2023? ▼

Morgan, Lewis & Bockius LLP Cash Balance Plan grew at a solid clip - up 10.5% during 2023, from $424M to $468M. Reported net income was $44M.

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 Cash Balance Plan rank by assets among Form 5500 filers? ▼

Morgan, Lewis & Bockius LLP Cash Balance Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Morgan, Lewis & Bockius LLP Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Western States Insulators and Allied Workers' Pension Plan in CA ($468M, 3,325 participants).

Next read for Morgan, Lewis & Bockius LLP Cash Balance…

Scale reading

Ways to act on Morgan, Lewis & Bockius LLP Cash Balance Plan's numbers.

By total assets, Morgan, Lewis & Bockius LLP Cash Balance Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
Morgan, Lewis & Bockius LLP'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.