MORGAN LEWIS
28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+6 YoYRank #1117 of mapped providers
Assets under administration$18.4B0.0%Market share · rank #701
Fees received$551,277Median $15,363/planSum across Schedule C direct + indirect
Net wins YoY+79 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical MORGAN LEWIS plan look like?
Service mix · median fees per plan
Count of plans where MORGAN LEWIS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 9 | $15,363 | |
Investment advisory (plan)Code 27 | 1 | $6,353 | |
Direct payment from the plan; Account maintenance feesCode 50 | 1 | $69,814 |
Competitor overlap
Percent of MORGAN LEWIS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under MORGAN LEWIS.
| Sponsor | From | Assets |
|---|---|---|
INTEL CORPORATIONCA · 941672743-001 | FID INV INST OPS CO | $7.3B |
EMERSON ELECTRIC COMPANYMO · 430259330-016 | PW PARTNERS | $3.6B |
TRUSTEES OF PIPE FITTERS RETIREMENT FUND LOCAL 597IL · 626105084-001 | COSTIN, HAMMEL & LEAKE L.L.C. | $3.0B |
NORTHWELL HEALTH, INC.NY · 113418133-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $1.9B |
INTEL CORPORATIONCA · 941672743-002 | FID INV INST OPS CO | $815M |
ATKORE INTERNATIONAL INC.IL · 900631477-035 | FIDUCIENT ADVISORS LLC | $261M |
ALPS ALPINECA · 112404503-001 | STRATEGIC ADVISORS, INC. | $136M |
CHESMAR GROUP, INC.TX · 823783370-001 | PRINCIPAL LIFE INSURANCE COMPANY | $33M |
BARNWELL INDUSTRIES, INC.HI · 720496921-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $13M |
Plans lost in 2024
Appeared last year under MORGAN LEWIS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BLUELINX CORPORATIONGA · 770627351-001 | BAKER TILLY US, LLP | $2M |
BD OF TRUSTEES BAKERY DRIVERS LOCAL 550 AND INDUSTRY PENSION FUNDNY · 136626195-001 | CAMILLE LUISI | $1M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTEL CORPORATIONCA · 941672743-001 | $7.3B | 29,222 | $18,223 | 1y | - |
EMERSON ELECTRIC COMPANYMO · 430259330-016 | $3.6B | 16,539 | $104,630 | 1y | 1 |
TRUSTEES OF PIPE FITTERS RETIREMENT FUND LOCAL 597IL · 626105084-001 | $3.0B | 14,689 | $8,712 | 1y | - |
NORTHWELL HEALTH, INC.NY · 113418133-001 | $1.9B | 43,550 | $5,395 | 1y | 1 |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECACA · 950079082-002 | $1.3B | 29,361 | $253,621 | 3y | - |
INTEL CORPORATIONCA · 941672743-002 | $815M | 25,738 | $9,626 | 1y | - |
ATKORE INTERNATIONAL INC.IL · 900631477-035 | $261M | 7,002 | $50,976 | 5y | 3 |
ALPS ALPINECA · 112404503-001 | $136M | 733 | $6,353 | 1y | 1 |
ATKORE INTERNATIONAL, INC.IL · 900631477-039 | $91M | 1,334 | $15,363 | 9y | - |
COLUMBIAN MUTUAL LIFE INSURANCE CO.NY · 150274455-014 | $81M | 932 | $69,814 | 2y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (28)
Raw Schedule C names collapsed into MORGAN LEWIS.
- MORGAIN LEWIS
- MORGAN & LEWIS
- MORGAN LEWIS
- MORGAN LEWIS & BOCKI
- MORGAN LEWIS & BOCKI LLP
- MORGAN LEWIS & BOCKIOUS LLP
- MORGAN LEWIS & BOCKIUS L
- MORGAN LEWIS & BOCKLUS LLP
- MORGAN LEWIS & BOCKUS
- MORGAN LEWIS & BROCKIUS LLC
- MORGAN LEWIS & BROCKIUS LLP
- MORGAN LEWIS & BROKIUS LLP
- MORGAN LEWIS AND BROCKIUS LLP
- MORGAN LEWIS BOOKIUS LLP
- MORGAN LEWIS BROCKIUS LLP
- MORGAN, LEWIS & BOCKIUS L
- MORGAN, LEWIS & BOCKIUS LLPMORGAN,
- MORGAN, LEWIS & BOCKLUS LLP
- MORGAN, LEWIS & BOCKLUS, LP
- MORGAN, LEWIS & BOCKUIS, LLP
- MORGAN, LEWIS & BOCKUS
- MORGAN, LEWIS & BROCKIUS LLP
- MORGAN, LEWIS & BROCKIUS LP
- MORGAN, LEWIS & BROCKIUS, LLP
- MORGAN, LEWIS AND BROCKIUS, LLP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for MORGAN LEWIS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 27.27% | 1.71% | +25.56 pp |
| Failed to provide benefit | 1 | 9.09% | 0.14% | +8.95 pp |
| Corrective distributions | 2 | 18.18% | 1.76% | +16.42 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with MORGAN LEWIS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent