Morrison & Foerster 401(k) and pension plans

Morrison & Foerster LLP, San Francisco, CA. EIN 94-0697210. Annual reports 2009–2024. Also filed as Morrision & Foerster LLP.

Morrison & Foerster LLP has 2 active retirement plans on file. The largest is the Morrison & Foerster LLP Retirement Plan Part I, with 3,593 participants and $1.4 billion in assets in 2024. Schwab has been its recordkeeper since 2017.

Active plans: 2
Participants: 3,855
Plan assets: $1.6 billion
401(k) recordkeeper: Schwab
Plans on file: 5
Industry: Professional services

All 5 plans

Active plans first

Morrison & Foerster LLP Retirement Plan Part I

401(k)Active

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

Plan number: 001Employer EIN 94-0697210
Participants (2024): 3,593
Net assets (2024): $1.4 billion
Recordkeeper: Schwab2017–2024
Plan administrator: Morrison & Foerster LLP
425 Market Street
San Francisco, CA 94105
(415) 268-2630As filed for 2024
In effect since: January 1, 1970

Plans merged into this one: Morrison & Foerster LLP Retirement Plan Part II (2018).

Earlier plan names: Morrison & Foerster LLP Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,593	$1.4 billion	Schwab
2023	3,560	$1.3 billion	Schwab
2022	3,549	$1.1 billion	Schwab
2021	3,389	$1.3 billion	Schwab
2020	3,258	$1.2 billion	Schwab
2019	3,323	$1.0 billion	Schwab
2018	3,190	$898 million	Schwab
2017	3,205	$810 million	Schwab
2016	3,125	$636 million	not listed
2015	3,284	$585 million	not listed
2014	3,107	$586 million	not listed
2013	3,195	$569 million	not listed
2012	3,226	$487 million	not listed
2011	3,319	$432 million	not listed
2010	3,521	$437 million	not listed
2009	3,463	$481 million	not listed

Morrison & Foerster LLP Cash Balance Retirement Plan

Cash balance pensionActive

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

Plan number: 009Employer EIN 94-0697210
Participants (2024): 262
Net assets (2024): $174 million
Administered by: Matrix Trust2018–2024
Plan administrator: Morrison & Foerster LLP
425 Market Street
San Francisco, CA 94105
(415) 268-2630As filed for 2024
In effect since: January 1, 2017

Year by year, 2017 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	262	$174 million	Matrix Trust
2023	287	$166 million	Matrix Trust
2022	294	$143 million	Matrix Trust
2021	267	$134 million	Matrix Trust
2020	270	$110 million	Matrix Trust
2019	274	$83.0 million	Matrix Trust
2018	263	$54.3 million	Matrix Trust
2017	261	$28.4 million	not listed

Morrison & Foerster LLP Retirement Plan Part II

401(k)Merged

Merged. In 2018 its assets moved to the Morrison & Foerster LLP Retirement Plan Part I, sponsored by Morrison & Foerster LLP (EIN 94-0697210, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 006Employer EIN 94-0697210
Participants (2017): 1,801
Net assets (2017): $166 million
Plan administrator: Morrison & Foerster LLP
425 Market Street
San Francisco, CA 94105
(415) 268-2630As filed for 2018
In effect since: January 1, 2010

Year by year, 2010 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	not listed
2017	1,801	$166 million	not listed
2016	1,757	$150 million	not listed
2015	1,832	$136 million	not listed
2014	1,765	$141 million	not listed
2013	1,834	$135 million	not listed
2012	1,843	$116 million	not listed
2011	1,878	$102 million	not listed
2010	1,553	$101 million	not listed

Morrison & Foerster LLP Supplemental Retirement Plan Part I

Cash balance pensionClosed

Closed. The plan filed its final annual report for 2017, which means its assets were paid out or moved and it no longer exists.

Plan number: 005Employer EIN 94-0697210
Participants (2016): 306
Net assets (2016): $80.2 million
Plan administrator: Morrison & Foerster LLP
425 Market Street
San Francisco, CA 94105
(415) 268-2630As filed for 2017
In effect since: January 1, 2000

Earlier sponsor: Morrision & Foerster LLP (2010–2014).

Earlier plan names: Morrison & Foerster LLP Supplemental Retirement Plan.

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	not listed
2016	306	$80.2 million	not listed
2015	345	$86.6 million	not listed
2014	355	$83.4 million	not listed
2013	364	$76.4 million	not listed
2012	357	$68.2 million	not listed
2011	353	$63.4 million	not listed
2010	343	$55.1 million	not listed
2009	322	$47.5 million	not listed

Morrison & Foerster LLP Supplemental Retirement Plan Part II

Cash balance pensionClosed

Closed. The plan filed its final annual report for 2017, which means its assets were paid out or moved and it no longer exists.

Plan number: 007Employer EIN 94-0697210
Participants (2016): 291
Net assets (2016): $56.5 million
Plan administrator: Morrison & Foerster LLP
425 Market Street
San Francisco, CA 94105
(415) 268-2630As filed for 2017
In effect since: January 1, 2010

Earlier sponsor: Morrision & Foerster LLP (2010).

Earlier plan names: Morrision & Foerster LLP Supplemental Retirement Plan Part II.

Year by year, 2010 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	not listed
2016	291	$56.5 million	not listed
2015	309	$54.6 million	not listed
2014	313	$47.4 million	not listed
2013	313	$37.6 million	not listed
2012	296	$27.1 million	not listed
2011	279	$17.1 million	not listed
2010	254	$7.9 million	not listed

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Morrison & Foerster LLP Retirement Plan Part I. 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 ((415) 268-2630). 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.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each 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.