Duane Morris Retirement Plan — Form 5500 plan (Duane Morris Llp)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Duane Morris Retirement Plan is a benefit plan reported by Duane Morris Llp under EIN 23-1392502 and plan number 002. The latest loaded filing year is 2023. The filing reports 546 participants and $321,029,187 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$321MPlan net assets, end of year$321,029,187
Participants546Covered participants reported
Assets / participant$588KComputed: assets ÷ participants$587,966 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Duane Morris Llp
- EIN
- 23-1392502
- Plan number
- 002
- Plan type
- 3
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 546 | H, C | 20241015184448NAL0030662929003 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$321M total assets
Net assets$321MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $321,029,187
- Net assets (EOY)
- $321,029,187
- Net assets (BOY)
- $279,588,283
Income & contributions
- Employer contributions
- $15,112,112
- Total contributions
- $15,747,112
- Total income / additions
- $59,129,996
Expenses & distributions
- Benefits paid
- $17,687,011
- Administrative expenses
- $2,081
- Total expenses
- $17,689,092
- Net increase / (decrease)
- $41,440,904
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |