401(k) · DOL Form 5500 · 2022
Rsm US, LLP 401(k) Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 13,793
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $164,983
- Avg per participant Above avg balance/head
Official DOL plan name: The Rsm US LLP Retirement Plan · Sponsored by Rsm US, LLP · Iowa · Professional & Technical Services
$2.3B in assets, 13,793 participants
Rsm US, LLP's The Rsm US LLP Retirement Plan reported $2.3B in total assets and 13,793 participants in its 2022 DOL Form 5500 filing, ranking in the 100th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #21,505 in Professional & Technical Services (21,562 peers)
Coverage in Iowa
The Rsm US LLP Retirement Plan covers 13,793 participants in Iowa, 23x the typical Iowa plan (state average ~609 per filing). Assets: $2.3B.
- #21,505
- in Professional & Technical Services (21,562 peers)
- -13.0%
- assets change YoY
- 23×
- vs typical plan assets (national mean)
The plan reported a net loss of $310M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Rsm US LLP Retirement Plan's outsized position by total assets
The Rsm US LLP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,275,604,074 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Rsm US LLP Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Rsm US LLP Retirement Plan is a mega filing (13,793 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 420714325 · Rsm US, LLP PY 2022 · 401(k)
The Rsm US LLP Retirement Plan · $2.3B · 13,793 · 100th
- NET $2.3B
- NET 13,793
- NET 100th
- NET 401(k)
- NET near The Estee Lauder Companies 401(k) Savings Plan
- NET ind #21505
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 Iowa →
The Rsm US LLP Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $2.6B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | -$310M |
| Employer EIN | 420714325 |
| Plan Effective Date | 1969-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rsm US, LLP)
Sponsor-wide plan assets over time
All Rsm US, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.5B 49.88867538393192% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,738 | $2.3B |
| 2023 | 2 | 15,738 | $3.0B |
| 2024 | 2 | 15,796 | $3.5B |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
- Midamerican Energy Company Retirement Savings Plan $1.3B · 4,986
Scale composition for The Rsm US LLP Retirement Plan
The Rsm US LLP Retirement Plan reports $2.3B in end-of-year assets across 13,793 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $164,983 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$310M.
This plan identity (EIN 420714325, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $3.4B (+48.3%) while covered participants moved from 13,793 to 14,728 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,793 | $2.3B | This page |
| 2023 | 14,720 | $2.9B | Open filing |
| 2024 · index core | 14,728 | $3.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Rsm US LLP Retirement Plan (401(k), $3.4B, 14,728 participants)
- Rsm US LLP Market Based Cash Balance Plan (Defined Benefit (Pension), $121M, 1,068 participants)
The Rsm US LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is The Estee Lauder Companies 401(k) Savings Plan in NY ($2.3B); by covered participants it is Four Seasons Hotels Retirement Benefit Plan in (13,795 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- The Estee Lauder Companies 401(k) Savings Plan (NY) $2.3B · 11,769
- Canon Employee Savings and Retirement Plan (NY) $2.3B · 7,129
- Black & Veatch Retirement Program (KS) $2.3B · 6,182
- Corebridge Financial, Inc. Retirement Savings 401(k) Plan (TX) $2.3B · 7,056
Similar participant headcount
Nearest other-state filings by covered participants (13,793 participants); asset peers above are excluded.
- Four Seasons Hotels Retirement Benefit Plan () 13,795 · 2 off
- The Consolidated Edison Thrift Savings Plan (NY) 13,782 · 11 off
- Campbell Soup Company 401(k) Retirement Plan (NJ) 13,809 · 16 off
- 401(k) Savings and Investment Plan (MA) 13,811 · 18 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.