401(k) · DOL Form 5500 · 2024
Morgan Lewis & Bockius LLP Lisa Solley 401(k) Plan
Data updated 2026-08-11
- $1.5B
- Total assets
- 3,146
- Participants
- 99th
- Percentile by assets
- $465,745
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $1.5B
- total plan assets (2024 EOY)
- 3,146
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $465,745
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan reports 3,146 participants - 3.8x that state average ($1.5B EOY assets).
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)
| 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.
Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan assets move in 2024? ▼
How have Morgan Lewis & Bockius LLP Lisa Solley plan assets changed over time? ▼
Where does Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan? ▼
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Filing takeaways
Ways to act on Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan's numbers.
- By total assets, Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Morgan Lewis & Bockius LLP Lisa Solley's sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans