401(k) · DOL Form 5500 · 2024
Morgan Lewis & Bockius LLP Lisa Solley 401(k) Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 3,146
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $465,745
- Avg per participant High balance/head
Official DOL plan name: Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan · Sponsored by Morgan Lewis & Bockius LLP Lisa Solley · Pennsylvania · Professional & Technical Services
$1.5B in assets, 3,146 participants
Morgan Lewis & Bockius LLP Lisa Solley's Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan reported $1.5B in total assets and 3,146 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #20,032 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan covers 3,146 participants in Pennsylvania, 3.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $1.5B.
- #20,032
- in Professional & Technical Services (20,173 peers)
- +9.7%
- assets growth YoY
- 15×
- vs typical plan assets (national mean)
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan's outsized position by total assets
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,465,235,117 Top 1% higher than 99% 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 Tax Saver Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan lands in the large band (3,146 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan reported net income fell from $263M in the plan year 2023 filing to $129M in the plan year 2024 filing.
- Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.5B in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 230891050 · Morgan Lewis & Bockius LLP Lisa Solley PY 2024 · 401(k)
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan · $1.5B · 3,146 · 99th
- PART $1.5B
- PART 3,146
- PART 99th
- PART 401(k)
- PART near Cambia Health Solutions, Inc. 401(k) Savings Plan
- PART ind #20032
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 Tax Saver Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | $129M |
| Employer EIN | 230891050 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morgan Lewis & Bockius LLP Lisa Solley)
Sponsor-wide plan assets over time
All Morgan Lewis & Bockius LLP Lisa Solley 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 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Cambia Health Solutions, Inc. 401(k) Savings Plan in OR ($1.5B); by covered participants it is O'neal Steel 401(k) Plan in AL (3,146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Cambia Health Solutions, Inc. 401(k) Savings Plan (OR) $1.5B · 4,854
- Commercial Metals Companies Retirement Plan (TX) $1.5B · 8,633
- Skadden Arps Slate Meagher & Flom Savings Plan (NY) $1.5B · 2,888
- Hni Corporation 401(k) Plan (IA) $1.5B · 5,550
Similar participant headcount
Nearest other-state filings by covered participants (3,146 participants); asset peers above are excluded.
- O'neal Steel 401(k) Plan (AL) 3,146 · 0 off
- The Booking Holdings Inc, 401(k) Plan (CT) 3,146 · 0 off
- E.E. Newcomer Enterprises, Inc. 401(k) Retirement Plan & Trust (KS) 3,145 · 1 off
- Brfhh Retirement Plan (LA) 3,147 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.