Defined Benefit (Pension) · DOL Form 5500 · 2022

Rsm US LLP Pension Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
945
Participants Near avg headcount
89th
Percentile by assets National rank
$60,580
Avg per participant Low balance/head
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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.

  • #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.

#19,443
in Professional & Technical Services (21,562 peers)
+98.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Rsm US LLP Market Based Cash Balance Plan's outsized position 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 $2,050,000,000 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 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. Rsm US LLP Market Based Cash Balance Plan sits mid-pack in the medium band (945 participants).

EBSA filing schedule strip

Filing strip 420714325 · Rsm US LLP PY 2022 · Defined Benefit (Pension)

Rsm US LLP Market Based Cash Balance Plan · $57M · 945 · 89th

  • BOY $57M
  • BOY 945
  • BOY 89th
  • BOY Defined Benefit (Pension)
  • BOY near Pension Fund of Local 11, Iatse
  • BOY ind #19443

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 →

Rsm US LLP Market Based Cash Balance Plan in the asset neighbourhood

Rsm US LLP Market Based Cash Balance PlanRsm US LLP Market Based Cash…$57MPension Fund of Local 11, IatsePension Fund of Local 11, Ia…$57MVermont Mutual Insurance Company Employees' Pension PlanVermont Mutual Insurance Com…$57MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$57MThe Retirement Plan of Apple Bank for SavingsThe Retirement Plan of Apple…$57M
End-of-year total assets ($M) among Rsm US LLP Market Based Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

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
$2B$2.5B$3B$3.5B$4B 202220232024 $2.33B $3.5B ▲ +50.2%
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 Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants Rsm US LLP Market Based Cash Balance Plan, Total assets ($B): 0.057248346 · Participants: 945Rsm US LLP Market Based Cash Balance PlanTransamerica Pension Plan, Total assets ($B): 2.230658092 · Participants: 6789Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.549488797 · Participants: 11788Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.490129749 · Participants: 3321Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.320738549 · Participants: 2037Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.286934779 · Participants: 1641Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Rsm US LLP Market Based Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Rsm US LLP Market Based Cash Balance Plan side-by-side with 3 peers →

Rsm US LLP Market Based Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Pension Fund of Local 11, Iatse in MA ($57M); by covered participants it is Capital Health Pension Plan in NJ (945 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (945 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.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rsm US LLP Market Based Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Capital Health Pension Plan in NJ (945 participants, $55M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420714325.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.