Plan5500

Morgan Lewis & Bockius Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Morgan Lewis & Bockius Llp (EIN 23-0891050) is a plan sponsor located in Philadelphia, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-0891050
Location
Philadelphia, PA
Loaded plans
7
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Morgan Lewis & Bockius Llp

  • 7 loaded plans hold $5.1B in reported assets.
  • The largest, Morgan, Lewis And Bockius Llp Master Trust, holds 39% of this company's reported plan assets.
  • Plans cover 13,935 reported participants.
  • 6 of 7 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.1BSummed across loaded plans$5,070,350,262
Total reported assets$5.1B$5,070,350,262
Total reported participants13.9K13,935
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.1B total assets
Net assets$5.1BLiabilities$0
Contributions & income
Employer contributions$86.8M
Participant contributions$52.1M
Total income / additions$1.1B
Expenses & distributions
Benefits paid / distributions$157.1M
Total expenses$157.2M
Net increase / (decrease)$943.1M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation3 / 7 (43%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets39%Morgan, Lewis And Bockius Llp Master Trust
Participants per plan1,991Average across loaded plans
Loaded plans7
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Morgan, Lewis And Bockius Llp Master Trust$2B
    Plan #018 · not reported in the loaded dataset participants · 2023
  2. 2
    Morgan, Lewis & Bockius Llp Tax Saver Retirement Plan$1.3B
    Plan #005 · 4,928 participants · 2023
  3. 3
    Morgan, Lewis & Bockius Llp Defined Contribution Plan$714M
    Plan #009 · 3,203 participants · 2023
  4. 4
    Morgan, Lewis & Bockius Llp Defined Benefit Plan Trust$508.8M
    Plan #019 · not reported in the loaded dataset participants · 2023
  5. 5
    Morgan, Lewis & Bockius Llp Cash Balance Plan$468.3M
    Plan #014 · 1,525 participants · 2023
  6. 6
    Morgan, Lewis & Bockius Llp Employees Pension Plan$43.7M
    Plan #002 · 742 participants · 2023
  7. 7
    Morgan Lewis & Bockius Llp Master Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 3,537 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Morgan Lewis & Bockius Llp. Open one for its full reported snapshot.

  1. 2023
    Morgan Lewis & Bockius Llp Master Welfare Benefit Plan3,537 participants · 2No schedules
    View filing →
  2. 2023
    Morgan, Lewis & Bockius Llp Defined Contribution Plan3,203 participants · 2Sch HSch C
    View filing →
  3. 2023
    Morgan, Lewis & Bockius Llp Tax Saver Retirement Plan4,928 participants · 2Sch HSch C
    View filing →
  4. 2023
    Morgan, Lewis And Bockius Llp Master TrustParticipants not reported · 4Sch HSch C
    View filing →
  5. 2023
    Morgan, Lewis & Bockius Llp Employees Pension Plan742 participants · 2Sch H
    View filing →
  6. 2023
    Morgan, Lewis & Bockius Llp Cash Balance Plan1,525 participants · 2Sch H
    View filing →
  7. 2023
    Morgan, Lewis & Bockius Llp Defined Benefit Plan TrustParticipants not reported · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Morgan Lewis & Bockius Llp report on Form 5500?
Morgan Lewis & Bockius Llp (EIN 23-0891050) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Morgan Lewis & Bockius Llp?
The Employer Identification Number (EIN) reported for Morgan Lewis & Bockius Llp is 23-0891050.
What is the latest Form 5500 filing year for Morgan Lewis & Bockius Llp?
The latest loaded Form 5500 filing year for Morgan Lewis & Bockius Llp is 2023.

Related Form 5500 pages