Defined Benefit (Pension) · DOL Form 5500 · 2022
Forvis, LLP Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 200
- Participants Below avg headcount
Official DOL plan name: Dixon Hughes Goodman LLP Cash Balance Plan · Sponsored by Forvis, LLP · North Carolina · Professional & Technical Services
N/A in assets, 200 participants
Forvis, LLP's Dixon Hughes Goodman LLP Cash Balance Plan reported N/A in total assets and 200 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in North Carolina
Dixon Hughes Goodman LLP Cash Balance Plan covers 200 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: N/A.
- -$9M
- reported net income
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dixon Hughes Goodman LLP Cash Balance Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dixon Hughes Goodman LLP Cash Balance Plan sits mid-pack in the medium band (200 participants).
Form 5500 schedule snapshot
Filing strip 440160260 · Forvis, LLP PY 2022 · Defined Benefit (Pension)
Dixon Hughes Goodman LLP Cash Balance Plan · N/A · 200
- EIN N/A
- EIN 200
- EIN PY 2022
- EIN Defined Benefit (Pension)
- EIN near Sanford Bismarck Employees' Retirement Plan (Qr)
- EIN -$9M
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in North Carolina →
North Carolina filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$9M |
| Employer EIN | 440160260 |
| Plan Effective Date | 2020-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forvis, LLP)
Sponsor-wide plan assets over time
All Forvis, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 46.09355771848171% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 5,349 | $1.3B |
| 2023 | 3 | 6,765 | $1.5B |
| 2024 | 2 | 5,798 | $1.8B |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $17.0B · 12,452
- Truist Financial Corporation Pension Plan $12.5B · 37,931
- Duke Energy Legacy Pension Plan $4.0B · 346
- Duke Energy Retirement Cash Balance Plan $3.2B · 16,132
- Time Warner Cable Pension Plan $2.6B · 18,624
Dixon Hughes Goodman LLP Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by covered participants is Sanford Bismarck Employees' Retirement Plan (Qr) in ND (200 participants; this filing: 200 participants).
Similar participant headcount
Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.