Defined Benefit (Pension) · DOL Form 5500 · 2024
Morgan, Lewis & Bockius LLP Pension Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 71
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $593,971
- Avg per participant High balance/head
Official DOL plan name: Morgan, Lewis & Bockius LLP Employees Pension Plan · Sponsored by Morgan, Lewis & Bockius LLP · Pennsylvania · Professional & Technical Services
$42M in assets, 71 participants
Morgan, Lewis & Bockius LLP's Morgan, Lewis & Bockius LLP Employees Pension Plan reported $42M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,668 in Professional & Technical Services (20,173 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, $42M for 71 participants (~$593,971/participant), down 3.6% in 2024.
- #16,668
- in Professional & Technical Services (20,173 peers)
- -3.6%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$42,171,953 Top 18% higher than 82% 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
Morgan, Lewis & Bockius LLP Employees Pension Plan among smaller filed plans by headcount
Plan-year 2024 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 (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morgan, Lewis & Bockius LLP Employees Pension Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Morgan, Lewis & Bockius LLP Employees Pension Plan reported participants fell from 83 in the plan year 2023 filing to 71 in the plan year 2024 filing.
- Morgan, Lewis & Bockius LLP Employees Pension Plan end-of-year assets fell from $44M in the plan year 2023 filing to $42M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 230891050 · Morgan, Lewis & Bockius LLP PY 2024 · Defined Benefit (Pension)
Morgan, Lewis & Bockius LLP Employees Pension Plan · $42M · 71 · 82nd
- EBSA $42M
- PART 71
- TYPE 82nd
- NET Defined Benefit (Pension)
- BOOK near St. Marys Location Pension Plan for Eligible Union Employees
- VS-ST ind #16668
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$2M |
| Employer EIN | 230891050 |
| Plan Effective Date | 1984-10-01 |
| 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 $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
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 St. Marys Location Pension Plan for Eligible Union Employees in MI ($42M); by covered participants it is The Retirement Plan of Dime Bank in CT (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
Similar participant headcount
Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.
- The Retirement Plan of Dime Bank (CT) 71 · 0 off
- Corvac Composites, LLC Portable Pension Plan (MI) 71 · 0 off
- Group Retirement Income Plan No. 7 (IL) 71 · 0 off
- Novelis Fairmont Hourly Pension Plan (GA) 71 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.