Defined Benefit (Pension) · DOL Form 5500 · 2024
Morrison & Foerster LLP Pension Plan
Data updated 2026-08-25
- $174M
- Total assets Near avg plan size
- 262
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $665,925
- Avg per participant High balance/head
Official DOL plan name: Morrison & Foerster LLP Cash Balance Retirement Plan · Sponsored by Morrison & Foerster LLP · California · Professional & Technical Services
$174M in assets, 262 participants
Morrison & Foerster LLP's Morrison & Foerster LLP Cash Balance Retirement Plan reported $174M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,118 in Professional & Technical Services (20,173 peers)
Coverage in California
Morrison & Foerster LLP Cash Balance Retirement Plan covers 262 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $174M.
- #19,118
- in Professional & Technical Services (20,173 peers)
- +4.9%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Morrison & Foerster LLP Cash Balance Retirement Plan's outsized position by total assets
Morrison & Foerster LLP Cash Balance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$174,472,334 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Morrison & Foerster LLP Cash Balance Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morrison & Foerster LLP Cash Balance Retirement Plan sits mid-pack in the medium band (262 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morrison & Foerster LLP Cash Balance Retirement Plan reported net income fell from $24M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Morrison & Foerster LLP Cash Balance Retirement Plan reported participants fell from 293 in the plan year 2023 filing to 262 in the plan year 2024 filing.
- Morrison & Foerster LLP Cash Balance Retirement Plan end-of-year assets rose from $166M in the plan year 2023 filing to $174M in the plan year 2024 filing.
DOL schedule card
Filing strip 940697210 · Morrison & Foerster LLP PY 2024 · Defined Benefit (Pension)
Morrison & Foerster LLP Cash Balance Retirement Plan · $174M · 262 · 94th
- SCH $174M
- EBSA 262
- PART 94th
- TYPE Defined Benefit (Pension)
- NET near Donaldson Company, Inc. Salaried Employees Pension Plan
- BOOK ind #19118
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 California →
Morrison & Foerster LLP Cash Balance Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $166M |
|---|---|
| Net Assets (End of Year) | $174M |
| Net Income | $8M |
| Employer EIN | 940697210 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morrison & Foerster LLP)
Sponsor-wide plan assets over time
All Morrison & Foerster LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 27.102386884369206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,063 | $1.2B |
| 2023 | 2 | 2,197 | $1.4B |
| 2024 | 2 | 2,023 | $1.6B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Morrison & Foerster LLP Cash Balance Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Donaldson Company, Inc. Salaried Employees Pension Plan in MN ($174M); by covered participants it is Park Community Credit Union Cash Balance Defined Benefit Plan and Trust in KY (262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($174M here).
Similar participant headcount
Nearest other-state filings by covered participants (262 participants); asset peers above are excluded.
- Park Community Credit Union Cash Balance Defined Benefit Plan and Trust (KY) 262 · 0 off
- Flowers Foods, Inc. Retirement Plan No. 2 (GA) 262 · 0 off
- Willkie Farr & Gallagher LLP Partner Pension Plan (NY) 261 · 1 off
- St. Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan (NH) 263 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.