Foley & Lardner 401(k) and pension plans

Foley & Lardner LLP, Milwaukee, WI. EIN 39-0473800. Annual reports 2009–2024.

Foley & Lardner LLP has 2 active retirement plans on file. The largest is the Foley & Lardner LLP Defined Contribution Retirement Plan, with 3,511 participants and $1.7 billion in assets in 2024. Schwab has been its recordkeeper since 2012.

Active plans
2
Participants
3,857
Plan assets
$1.7 billion
401(k) recordkeeper
Schwab
Plans on file
3
Industry
Professional services

All 3 plans

Active plans first

Foley & Lardner LLP Defined Contribution Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
007Employer EIN 39-0473800
Participants (2024)
3,511
Net assets (2024)
$1.7 billion
Recordkeeper
Schwab2012–2024
Plan administrator
Foley & Lardner LLP
777 East Wisconsin Avenue
Milwaukee, WI 53202
(414) 271-2400As filed for 2024
In effect since
February 1, 1992

Plans merged into this one: Foley & Lardner LLP 401(k) Savings Plan and Trust (2011).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,511$1.7 billionSchwab
20233,471$1.5 billionSchwab
20223,456$1.3 billionSchwab
20213,334$1.5 billionSchwab
20203,336$1.4 billionSchwab
20193,428$1.2 billionSchwab
20182,922$913 millionSchwab
20172,814$938 millionSchwab
20162,865$810 millionSchwab
20152,935$735 millionSchwab
20142,953$781 millionSchwab
20132,972$750 millionSchwab
20123,047$698 millionSchwab
20112,144$662 millionnot listed
20102,192$315 millionnot listed
20092,401$255 millionnot listed

Foley & Lardner LLP Pension Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 39-0473800
Participants (2024)
346
Net assets (2024)
$44.8 million
Administered by
Principal2019–2024
Plan administrator
Foley & Larnder LLP Plan Administrative Committee
777 East Wisconsin Avenue
Milwaukee, WI 53202
(414) 297-5890As filed for 2024
In effect since
February 1, 1985
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024346$44.8 millionPrincipal
2023345$46.6 millionPrincipal
2022350$46.9 millionPrincipal
2021352$51.9 millionPrincipal
2020365$49.9 millionPrincipal
2019744$57.9 millionPrincipal
2018756$54.0 millionnot listed
2017771$60.4 millionnot listed
2016772$54.6 millionnot listed
2015796$50.0 millionnot listed
2014800$58.8 millionnot listed
2013816$55.8 millionnot listed
2012821$54.9 millionnot listed
2011827$49.6 millionnot listed
2010835$49.0 millionnot listed
2009845$39.8 millionnot listed

Foley & Lardner LLP 401(k) Savings Plan and Trust

401(k)Merged

Merged. In 2011 its assets moved to the Foley & Lardner LLP Defined Contribution Retirement Plan, sponsored by Foley & Lardner LLP (EIN 39-0473800, plan 007). Accounts moved with them, so that plan is the one to contact.

Plan number
004Employer EIN 39-0473800
Participants (2010)
2,862
Net assets (2010)
$346 million
Recordkeeper
Schwab2009–2011
Plan administrator
Foley & Lardner LLP
777 East Wisconsin Avenue
Milwaukee, WI 53202
(414) 297-5435As filed for 2011
In effect since
November 1, 1986
Year by year, 2009 to 2011
Plan yearParticipantsNet assetsRecordkeeper
20110$0Schwab
20102,862$346 millionSchwab
20093,081$301 millionSchwab

If you had money in one of these plans

  1. Call Schwab (schwab.com), which runs the Foley & Lardner LLP Defined Contribution Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((414) 271-2400). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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