Defined Benefit (Pension) · DOL Form 5500 · 2022

Rsm US LLP Pension Plan

Data updated 2026-08-11

$57M
Total assets
945
Participants
89th
Percentile by assets
$60,580
Avg per participant
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Official DOL plan name: Rsm US LLP Market Based Cash Balance Plan · Sponsored by Rsm US LLP · Iowa · Professional & Technical Services

$57M in assets, 945 participants

Rsm US LLP's Rsm US LLP Market Based Cash Balance Plan reported $57M in total assets and 945 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #19,443 in Professional & Technical Services (21,562 peers)

Where Rsm US LLP Market Based Cash Balance Plan sits by assets

Rsm US LLP Market Based Cash Balance Plan sits in the top quartile of all filed plans by assets, $57M for 945 participants (~$60,580/participant), up 98.5% in 2022.

$57M
total plan assets (2022 EOY)
945
covered participants
89th
percentile by assets (of 139,126 plans)
$60,580
avg assets per participant

Where Rsm US LLP Market Based Cash Balance Plan sits by total assets

Rsm US LLP Market Based Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$57,248,346 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Rsm US LLP Market Based Cash Balance Plan vs the 2022 asset distribution

By assets, Rsm US LLP Market Based Cash Balance Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$57M
Net Income$28M
Employer EIN420714325
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rsm US LLP)

$2B$2.5B$3B$3.5B$4B 202220232024 $2.33B $3.5B ▲ +50.2%
Total plan assets by year, all Rsm US LLP plans on file
Year Plans Participants Total Assets
2022 2 14,738 $2.3B
2023 2 15,738 $3.0B
2024 2 15,796 $3.5B

Nearby Defined Benefit (Pension) Plans in Iowa

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rsm US LLP Market Based Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants

Rsm US LLP Market Based Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants Rsm US LLP Market Ba…Transamerica Pension…Principal Cash Balan…Midamerican Energy C…Employers Mutual Cas…Non-Contributory Ret…
Rsm US LLP Market Based Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Rsm US LLP Market Based Cash Balance Plan by total assets, not by location.

Frequently Asked Questions

How did Rsm US LLP Market Based Cash Balance Plan assets move in 2022?
Rsm US LLP Market Based Cash Balance Plan surged - up 98.5% during 2022, from $29M to $57M. Reported net income was $28M.
How have Rsm US LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Rsm US LLP's sponsor-wide assets grew 49.9%, from $2.3B to $3.5B.
Where does Rsm US LLP Market Based Cash Balance Plan rank by assets among Form 5500 filers?
Rsm US LLP Market Based Cash Balance Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rsm US LLP Market Based Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Fund of Local 11, Iatse in MA ($57M, 311 participants).

Next read for Rsm US LLP Market Based Cash Balance Pla…

Scale reading

Ways to act on Rsm US LLP Market Based Cash Balance Plan's numbers.