Morgan Lewis & Bockius LLP Lisa Solley 401(k) and pension plans

Morgan Lewis & Bockius LLP Lisa Solley, Philadelphia, PA. EIN 23-0891050. Annual reports 2009–2024. Also filed as Morgan, Lewis & Bockius LLP Carol Ann Verratti; Morgan, Lewis & Bockius LLP; Morgan, Lewis & Bockius LLP Lisa Merchan; Morgan, Lewis & Bockius LLP Lisa Solley.

Morgan Lewis & Bockius LLP Lisa Solley has 4 active retirement plans on file. The largest is the Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan, with 5,179 participants and $1.5 billion in assets in 2024. Vanguard has been its recordkeeper since 2009.

Active plans: 4
Participants: 10,556
Plan assets: $2.8 billion
401(k) recordkeeper: Vanguard
Plans on file: 9
Industry: Professional services

All 9 plans

Active plans first

Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan

401(k)Active

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

Plan number: 005Employer EIN 23-0891050
Participants (2024): 5,179
Net assets (2024): $1.5 billion
Recordkeeper: Vanguard2009–2024
Plan administrator: Morgan Lewis & Bockius LLP Lisa Solley
2222 Market ST.
Philadelphia, PA 19103
(215) 963-5000As filed for 2024
In effect since: October 1, 1982

Earlier sponsors: Morgan Lewis & Bockius LLP Carol Ann Verratti (2009–2014); Morgan Lewis & Bockius LLP Christopher Moyers (2015); Morgan Lewis & Bockius LLP Lisa Merchan (2016–2021).

Earlier plan names: Morgan, Lewis & Bockius LLP Tax-Saver Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,179	$1.5 billion	Vanguard
2023	5,000	$1.3 billion	Vanguard
2022	4,928	$1.1 billion	Vanguard
2021	4,744	$938 million	Vanguard
2020	4,415	$1.2 billion	Vanguard
2019	4,441	$993 million	Vanguard
2018	4,557	$917 million	Vanguard
2017	4,331	$885 million	Vanguard
2016	3,947	$790 million	Vanguard
2015	3,909	$678 million	Vanguard
2014	3,711	$492 million	Vanguard
2013	3,709	$494 million	Vanguard
2012	3,153	$435 million	Vanguard
2011	3,097	$375 million	Vanguard
2010	3,115	$315 million	Vanguard
2009	3,050	$321 million	Vanguard

Morgan, Lewis & Bockius LLP Defined Contribution Plan

Profit-sharing planActive

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

Plan number: 009Employer EIN 23-0891050
Participants (2024): 3,332
Net assets (2024): $781 million
Recordkeeper: Vanguard2009–2023
Plan administrator: Morgan, Lewis & Bockius LLP Benefits Administration Committee
2222 Market ST.
Philadelphia, PA 19103
(215) 963-4791As filed for 2024
In effect since: October 1, 1994

Plans merged into this one: Morgan, Lewis & Bockius LLP Defined Contribution Plan B (2011); Morgan, Lewis & Bockius LLP Defined Contribution Plan C (2011).

Earlier sponsors: Morgan, Lewis & Bockius LLP Carol Ann Verratti (2009–2011); Morgan, Lewis & Bockius LLP (2012–2015); Morgan, Lewis & Bockius LLP Lisa Merchan (2016–2021).

Earlier plan names: Morgan, Lewis & Bockius LLP Defined Contribution Plan a.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,332	$781 million	not listed
2023	3,260	$714 million	Vanguard
2022	3,203	$558 million	Vanguard
2021	3,171	$479 million	Vanguard
2020	3,234	$594 million	Vanguard
2019	3,354	$500 million	Vanguard
2018	3,415	$452 million	Vanguard
2017	3,084	$429 million	Vanguard
2016	2,899	$380 million	Vanguard
2015	2,793	$328 million	Vanguard
2014	2,939	$284 million	Vanguard
2013	2,396	$287 million	Vanguard
2012	2,192	$253 million	Vanguard
2011	1,102	$219 million	Vanguard
2010	820	$88.6 million	Vanguard
2009	882	$97.0 million	Vanguard

Morgan, Lewis & Bockius LLP Cash Balance Plan

Cash balance pensionActive

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

Plan number: 014Employer EIN 23-0891050
Participants (2024): 1,371
Net assets (2024): $487 million
Plan administrator: Morgan, Lewis & Bockius LLP Benefits Administration Committee
2222 Market Street
Philadelphia, PA 19103
(215) 963-5000As filed for 2024
In effect since: October 1, 2001

Plans merged into this one: Morgan, Lewis & Bockius LLP Cash Balance Plan B (2011); Morgan, Lewis & Bockius LLP Cash Balance Plan C (2011).

Earlier plan names: Morgan, Lewis & Bockius LLP Cash Balance Plan a.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,371	$487 million	not listed
2023	1,422	$468 million	not listed
2022	1,525	$424 million	not listed
2021	1,572	$433 million	not listed
2020	1,615	$481 million	not listed
2019	1,702	$446 million	not listed
2018	1,768	$438 million	not listed
2017	1,803	$426 million	not listed
2016	1,845	$351 million	not listed
2015	1,894	$338 million	not listed
2014	1,906	$315 million	not listed
2013	1,892	$311 million	not listed
2012	2,004	$279 million	not listed
2011	2,112	$248 million	not listed
2010	1,167	$67.3 million	not listed
2009	1,118	$53.4 million	not listed

Morgan, Lewis & Bockius LLP Employees Pension Plan

Pension (defined benefit), frozenActive

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

Plan number: 002Employer EIN 23-0891050
Participants (2024): 674
Net assets (2024): $42.2 million
Plan administrator: Morgan, Lewis & Bockius LLP
2222 Market Street
Philadelphia, PA 19103
(215) 963-5000As filed for 2024
In effect since: October 1, 1984

Plans merged into this one: Pension Plan for Former LD&L, B. Smith Ees, Other Than Attorneys (2015).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	674	$42.2 million	not listed
2023	705	$43.7 million	not listed
2022	742	$42.0 million	not listed
2021	778	$44.6 million	not listed
2020	815	$58.8 million	not listed
2019	849	$61.5 million	not listed
2018	884	$59.7 million	not listed
2017	921	$55.5 million	not listed
2016	943	$56.9 million	not listed
2015	974	$57.9 million	not listed
2014	778	$41.9 million	not listed
2013	778	$42.7 million	not listed
2012	800	$39.0 million	not listed
2011	827	$36.3 million	not listed
2010	867	$27.5 million	not listed
2009	897	$25.9 million	not listed

Pension Plan for Former LD&L, B. Smith Ees, Other Than Attorneys

Pension (defined benefit), frozenMerged

Merged. In 2015 its assets moved to the Morgan Lewis & Bockius LLP Employees Pension Plan, sponsored by Morgan Lewis & Bockius LLP Lisa Solley (EIN 23-0891050, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 008Employer EIN 23-0891050
Participants (2014): 231
Net assets (2014): $10.8 million
Plan administrator: Morgan, Lewis & Bockius LLP Benefits Administration Committee
1701 Market Street
Philadelphia, PA 19103
(215) 963-5000As filed for 2015
In effect since: November 2, 1974

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	not listed
2014	231	$10.8 million	not listed
2013	235	$11.6 million	not listed
2012	237	$10.8 million	not listed
2011	238	$10.3 million	not listed
2010	239	$8.6 million	not listed
2009	245	$8.9 million	not listed

Morgan, Lewis & Bockius LLP Defined Contribution Plan B

Profit-sharing planMerged

Merged. In 2011 its assets moved to the Morgan, Lewis & Bockius LLP Defined Contribution Plan a, sponsored by Morgan Lewis & Bockius LLP Lisa Solley (EIN 23-0891050, plan 009). Accounts moved with them, so that plan is the one to contact.

Plan number: 010Employer EIN 23-0891050
Participants (2010): 672
Net assets (2010): $46.5 million
Recordkeeper: Vanguard2009–2011
Plan administrator: Morgan, Lewis & Bockius LLP Benefits Administration Committee
1701 Market ST.
Philadelphia, PA 19103
(215) 963-5000As filed for 2011
In effect since: October 1, 1994

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	Vanguard
2010	672	$46.5 million	Vanguard
2009	723	$46.3 million	Vanguard

Morgan, Lewis & Bockius LLP Defined Contribution Plan C

Profit-sharing planMerged

Plan number: 011Employer EIN 23-0891050
Participants (2010): 690
Net assets (2010): $38.5 million
Recordkeeper: Vanguard2009–2011
Plan administrator: Morgan, Lewis & Bockius LLP Benefits Administration Committee
1701 Market ST.
Philadelphia, PA 19103
(215) 963-5000As filed for 2011
In effect since: October 1, 1994

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	Vanguard
2010	690	$38.5 million	Vanguard
2009	732	$37.8 million	Vanguard

Morgan, Lewis & Bockius LLP Cash Balance Plan B

Cash balance pension, frozenMerged

Merged. In 2011 its assets moved to the Morgan, Lewis & Bockius LLP Cash Balance Plan, sponsored by Morgan Lewis & Bockius LLP Lisa Solley (EIN 23-0891050, plan 014). Accounts moved with them, so that plan is the one to contact.

Plan number: 015Employer EIN 23-0891050
Participants (2010): 1,010
Net assets (2010): $80.8 million
Plan administrator: Morgan, Lewis & Bockius LLP Benefits Administration Committee
1701 Market Street
Philadelphia, PA 19103
(215) 963-5000As filed for 2011
In effect since: October 1, 2001

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	not listed
2010	1,010	$80.8 million	not listed
2009	975	$68.0 million	not listed

Morgan, Lewis & Bockius LLP Cash Balance Plan C

Cash balance pensionMerged

Plan number: 016Employer EIN 23-0891050
Participants (2010): 706
Net assets (2010): $52.5 million
Plan administrator: Morgan, Lewis & Bockius LLP Benefits Administration Committee
1701 Market Street
Philadelphia, PA 19103
(215) 963-5000As filed for 2011
In effect since: October 1, 2001

Year by year, 2009 to 2011

Plan year	Participants	Net assets	Recordkeeper
2011	0	$0	not listed
2010	706	$52.5 million	not listed
2009	696	$44.4 million	not listed

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the Morgan, Lewis & Bockius LLP Tax Saver 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.
Or call the plan administrator listed on the plan below ((215) 963-5000). That number was filed for 2024; ask for the benefits or retirement plan office.
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.
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

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

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

All 9 plans

Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan

Morgan, Lewis & Bockius LLP Defined Contribution Plan

Morgan, Lewis & Bockius LLP Cash Balance Plan

Morgan, Lewis & Bockius LLP Employees Pension Plan

Pension Plan for Former LD&L, B. Smith Ees, Other Than Attorneys

Morgan, Lewis & Bockius LLP Defined Contribution Plan B

Morgan, Lewis & Bockius LLP Defined Contribution Plan C

Morgan, Lewis & Bockius LLP Cash Balance Plan B

Morgan, Lewis & Bockius LLP Cash Balance Plan C

If you had money in one of these plans

What these numbers are

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