Employer plans run by Morgan Stanley
Morgan Stanley is the recordkeeper or administrator on the latest annual report of 30 active retirement plans at the large employers on this site, covering 157,670 participants. Participants sign in through Morgan Stanley's site, morganstanley.com, or through their employer's benefits portal.
Plans
| Employer | Plan | Participants |
|---|---|---|
| Duke University | Employees' Retirement Plan of Duke University | 40,202 |
| Carpenters' Pension Trust Funddetroit&vicinity | Carpenters' Pension Trust Fund - Detroit and Vicinity | 22,212 |
| Demoulas Super Markets, Inc. | Demoulas (Restated) Profit Sharing Plan & Trust | 20,107 |
| Mi Reg Council of Carpenters Annuity Fund | Michigan Regional Council of Carpenters' Annuity Fund | 17,503 |
| Sheet Metal Workers' Pension Plan | Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada | 11,552 |
| IBEW Local 1249 Pension Fund | IBEW Local 1249 Pension Plan | 5,077 |
| Lewis Brisbois Bisgaard & Smith LLP | Lewis Brisbois Bisgaard & Smith LLP Employees 401(k) Plan | 4,089 |
| IBEW Local 1249 Annuity Fund | IBEW Local 1249 Annuity Fund | 3,697 |
| Lear Corporation | Lear Combined Pension Plan | 3,426 |
| Painters Union Pension Fund | Painters Union Pension Plan | 3,294 |
| Lear Corporation | Lear Corporation Pension Plan | 2,982 |
| Contractors Laborers Teamsters & Engineers Pension Plan | Contractors Laborers Teamsters & Engineers Pension Plan | 2,824 |
| Team Rehabilitation Services LLC | Team Rehabilitation 401(k) Plan | 2,263 |
| Bricklayer Pension Trust Fund | Bricklayers' Pension Trust Fund-Metropolitan Area | 1,954 |
| Laborers' Local #157 Annuity Fund | Laborers' Local #157 Annuity Fund | 1,872 |
| San Mateo County Electrical Construction Industry Retiremt Plan | San Mateo County Electrical Construction Industry Retiremt Plan | 1,863 |
| Bakery Drivers Local 802 Pension Fund | Bakery Drivers Local 802 Pension Fund | 1,524 |
| Plumbers and Pipefitters Local 123 Pension Fund | Plumbers & Pipefitters Local 123 Pension Fund | 1,488 |
| Bot Bricklayers & Allied Craftworkers,l 2, Albany,ny Pens FD | Bricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund | 1,447 |
| Generations LLC | Generations LLC 401(k) Profit Sharing Plan & Trust | 1,303 |
| Laborers' Local #157 Pension Fund | Laborers' Local #157 Pension Fund | 1,178 |
| Local Union 1158 I.B.E.W. Pension Fund-Pa | Local Union 1158 I.B.E.W. Pension Fund - PA | 1,071 |
| Bot International Longshoremen'S Welfare & Pension Administration | Jacksonville Maritime Association / International Longshoremen'S Association Pension Plan | 1,062 |
| Plumbers Local Union No. 803 Pension Fund | Plumbers and Pipefitters Local Union No. 803 Pension Fund | 983 |
| Bank Independent | Bank Independent 401(k) Profit Sharing Plan | 802 |
| Greer Industries, Inc. | Greer Retirement Plan | 566 |
| Lewis Brisbois Bisgaard & Smith LLP | Lewis Brisbois Bisgaard & Smith LLP 401(k) Plan | 485 |
| The Neil Jones Food Company | The Neil Jones Food Company 401(k) Plan | 369 |
| New York Independent System Operator, Inc. | New York Independent System Operator Pension Plan | 249 |
| Hoffmaster Group, Inc. | Hoffmaster Group Consolidated Pension Plan | 226 |
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.