Providers › Legal
Service provider · Schedule C, plan year 2024
Morgan Lewis & Bockius LLP
Most often reported for legal
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Morgan Lewis & Bockius LLP is named as a service provider on the Schedule C of 133 retirement plans with 100 or more participants for plan year 2024, covering 1,626,474 participant records. Most often it is reported for legal.
Reported compensation from those plans, direct and indirect, totalled $10.3M. Per plan, the median was $12.07 per participant, with the middle half of plans between $3.92 and $20.72. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Pennsylvania (23), New York (15) and New Jersey (14).
In 2009 it appeared on 92 such filings; in 2024, 139 (up 51%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $3.92 | $12.07 | $20.72 |
| Compensation as a share of plan net assets | 0.00% | 0.01% | 0.03% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Teamsters-National 401(k) Savings Plan | Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust | PA | 164,679 | $1.48B | $381K |
| U.S. Bank 401(k) Savings Plan | U.S. Bancorp | MN | 90,116 | $11.4B | $168K |
| The Legacy Plan of the Unite Here Retirement Fund | Board of Trustees - Legacy Plan of the Unite Here Retirement Fund | NY | 87,313 | $601M | $55K |
| The PNC Financial Services Group, Inc. Incentive Savings Plan | The PNC Financial Services Group, Inc. | PA | 75,644 | $10.2B | $33K |
| U.S. Bank Pension Plan | U.S. Bancorp | MN | 73,390 | $4.38B | $780K |
| The Adjustable Plan of the Unite Here Retirement | Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund | NY | 72,394 | $449M | $52K |
| Northwell Health 403(b) Plan | Northwell Health, Inc. | NY | 65,962 | $10.9B | $34K |
| Cognizant Technology Solutions 401(k) Savings Plan | Cognizant Technology Solutions | NJ | 54,490 | $3.04B | $362K |
| Jones Lang Lasalle Savings and Retirement Plan | Jones Lang Lasalle Americas, Inc. | IL | 47,898 | $3.87B | $21K |
| U.S. Bank Legacy Pension Plan | U.S. Bancorp | MN | 45,327 | $3.48B | $92K |
| Emerson Electric Company Retirement Plan | Emerson Electric Company | MO | 37,805 | $3.29B | $88K |
| UBS 401(k) Plan Trust | UBS AG | NJ | 34,848 | $10.2B | $34K |
| Kodak Retirement Income Plan | Eastman Kodak Company | NY | 33,088 | $3.11B | $389K |
| Southern California Ibew-Neca Defined Contribution Plan | Board of Trustees, Southern California Ibew-Neca | CA | 29,361 | $1.28B | $254K |
| Intel Retirement Contribution Plan | Intel Corporation | CA | 29,222 | $7.29B | $18K |
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | NY | 27,448 | $5.45B | $138K |
| Intel Minimum Pension Plan | Intel Corporation | CA | 25,738 | $804M | $9,626 |
| UFCW Local 1262 & Employers Pension Fund | Trustees UFCW Local 1262 Pension Fund | NJ | 25,701 | $999M | $205K |
| Central Pennsylvania Teamsters Defined Benefit Plan | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 25,602 | $1.49B | $661K |
| Kraft Heinz Savings Plan | Kraft Heinz Foods Company | PA | 24,108 | $3.65B | $8,452 |
| Xerox Corporation Savings Plan | Xerox Corporation | CT | 20,394 | $3.98B | $12K |
| Thomson Reuters 401(k) Savings Plan | Thomson Reuters Holdings Inc. | MN | 20,290 | $4.47B | $106K |
| Christiana Care 403(b) Plan | Christiana Care Health Services Inc. | DE | 18,962 | $1.87B | $51K |
| UFCW Local 152 Savings Plan | Board of Trustees, UFCW Local 152 Saving | NJ | 18,943 | $31.8M | $6,094 |
| Southern California Ibew-Neca Pension Plan | Board of Trustees, Southern California Ibew-Neca | CA | 18,310 | $1.58B | $184K |
| Drexel University Defined Contribution Retirement Plan | Drexel University | PA | 17,851 | $1.85B | $117K |
| Pitney Bowes Pension Plan | Pitney Bowes Inc. | CT | 17,744 | $958M | $22K |
| Te Connectivity Retirement Savings and Investment Plan | Te Connectivity Corporation | PA | 15,295 | $3.08B | $281K |
| Ralph Lauren Corporation 401(k) Plan | Ralph Lauren Corporation | NJ | 15,021 | $827M | $77K |
| Automobile Mechanics' Local No. 701 Pension Fund | Trustees of Automobile Mechanics' Local No. 701 Pension Fund | IL | 14,856 | $1.23B | $43K |
| Pipe Fitters Retirement Fund, Local 597 | Trustees of Pipe Fitters Retirement Fund Local 597 | IL | 14,689 | $3.00B | $8,712 |
| Wabtec Savings Plan | Westinghouse Air Brake Technologies Corporation | PA | 14,569 | $1.58B | $111K |
| Minneapolis Retail Meat Cutters and Food Handlers Pension Fund | Board of Trustees, Minneapolis Retail Meat Cutters | MN | 13,679 | $605M | $146K |
| Pitney Bowes Inc. 401(k) Plan | Pitney Bowes Inc. | CT | 12,907 | $1.74B | $15K |
| Christiana Care Health Services, Inc. Defined Contribution Plan | Christiana Care Health Services, Inc. | DE | 12,217 | $299M | $25K |
| Thomson Reuters Group Pension Plan | Thomson Reuters Holdings Inc. | MN | 11,810 | $1.40B | $58K |
| UFCW Unions and Participating Employers Pension Plan | Board of Trustees the UFCW Unions and Participating Employers Pension | MD | 11,636 | $94.1M | $75K |
| Pipe Fitters Association L.U. 597, U.A. 401(k) Pla | Trustees of Pipe Fitters Association Local 597 | IL | 11,439 | $2.49B | $7,694 |
| Major League Baseball Players Pension Plan | Pension Committee of MLB Players Benefit Plan | MD | 10,051 | $4.66B | $199K |
| United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan | Board of Trustees, United Food & Commercial Workers Union Local 152 | NJ | 9,885 | $486M | $74K |
Questions and answers
How many plans does Morgan Lewis & Bockius LLP serve?
133 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Morgan Lewis & Bockius LLP?
The median plan reported $12.07 per participant in direct and indirect compensation (132 plans reporting an amount), or 0.01% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Legal (128 plans), Consulting (general) (3 plans) and Actuarial (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.