Defined Benefit (Pension) · DOL Form 5500 · 2024
Morgan, Lewis & Bockius LLP Pension Plan
Data updated 2026-08-11
- $487M
- Total assets
- 903
- Participants
- 97th
- Percentile by assets
- $539,821
- Avg per participant
Official DOL plan name: Morgan, Lewis & Bockius LLP Cash Balance Plan · Sponsored by Morgan, Lewis & Bockius LLP · Pennsylvania · Professional & Technical Services
$487M in assets, 903 participants
Morgan, Lewis & Bockius LLP's Morgan, Lewis & Bockius LLP Cash Balance Plan reported $487M in total assets and 903 participants in its 2024 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 123,622 plans)
- #19,764 in Professional & Technical Services (20,173 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, $487M for 903 participants (~$539,821/participant), up 4.1% in 2024.
- $487M
- total plan assets (2024 EOY)
- 903
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $539,821
- avg assets per participant
Where Morgan, Lewis & Bockius LLP Cash Balance Plan sits by total assets
Morgan, Lewis & Bockius LLP Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$487,458,397 Top 3% higher than 97% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morgan, Lewis & Bockius LLP Cash Balance Plan reported net income fell from $44M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Morgan, Lewis & Bockius LLP Cash Balance Plan end-of-year assets rose from $468M in the plan year 2023 filing to $487M in the plan year 2024 filing.
- Morgan, Lewis & Bockius LLP Cash Balance Plan reported participants fell from 938 in the plan year 2023 filing to 903 in the plan year 2024 filing.
Morgan, Lewis & Bockius LLP Cash Balance Plan vs the 2024 asset distribution
By assets, Morgan, Lewis & Bockius LLP Cash Balance Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $468M |
|---|---|
| Net Assets (End of Year) | $487M |
| Net Income | $19M |
| Employer EIN | 230891050 |
| Plan Effective Date | 2001-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morgan, Lewis & Bockius LLP)
| 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 $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
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.
- The Nassau Companies of New York Employee Pension Plan (CT) $487M · 150
- Pipefitters Local 636 Defined Benefit Pension Fund (MI) $489M · 1,399
- Munich Reinsurance America, Inc. Pension Plan (NJ) $489M · 303
- Retirement Plan of Citgo Petroleum Corporation and Participating Subsidiary Companies (TX) $489M · 1,570
Frequently Asked Questions
How did Morgan, Lewis & Bockius LLP Cash Balance Plan assets move in 2024? ▼
How have Morgan, Lewis & Bockius LLP plan assets changed over time? ▼
Where does Morgan, Lewis & Bockius LLP Cash Balance Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Morgan, Lewis & Bockius LLP Cash Balance Plan? ▼
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