Original filing (PDF)20250715142032NAL0002196929001

MORGAN, LEWIS & BOCKIUS LLP

Name: MORGAN, LEWIS & BOCKIUS LLP — MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN, Form 5500 (2023)
Creator: MORGAN, LEWIS & BOCKIUS LLP

Form 5500

FILING_RECEIVED

MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

903

Accounts w/ balance

—

Plan assets (EOY)

$468.3M

Net assets (EOY)

$468.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORGAN, LEWIS & BOCKIUS LLP.

Plan sponsor

Name

MORGAN, LEWIS & BOCKIUS LLP

EIN

23-0891050all filings

Address

2222 MARKET STREET · PHILADELPHIA, PA · 191033007

Phone

(215) 963-5000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

MORGAN, LEWIS & BOCKIUS LLP BENEFITS ADMINISTRATION COMMITTEE

EIN

23-0891050

City

PHILADELPHIA, PA

Phone

(215) 963-5000

Plan characteristics

Plan number

014

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $465.4M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.