401(k) · DOL Form 5500 · 2022

Forvis, LLP 401(k) Plan

Data updated 2026-08-25

$240M
Total assets Near avg plan size
1,264
Participants Near avg headcount
96th
Percentile by assets National rank
$190,086
Avg per participant Above avg balance/head
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Official DOL plan name: Forvis, LLP Employees' Savings Plan II · Sponsored by Forvis, LLP · Missouri · Professional & Technical Services

$240M in assets, 1,264 participants

Forvis, LLP's Forvis, LLP Employees' Savings Plan II reported $240M in total assets and 1,264 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #20,967 in Professional & Technical Services (21,562 peers)

Where Forvis, LLP Employees' Savings Plan II sits by assets

Forvis, LLP Employees' Savings Plan II sits in the top 5% of all filed plans by assets, $240M for 1,264 participants (~$190,086/participant).

#20,967
in Professional & Technical Services (21,562 peers)
$24M
reported net income
2.4×
vs typical plan assets (national mean)

Forvis, LLP Employees' Savings Plan II's outsized position by total assets

Forvis, LLP Employees' Savings Plan II vs every filed plan by assets

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

$240,268,141 Top 4% higher than 96% 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

Forvis, LLP Employees' Savings Plan II's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forvis, LLP Employees' Savings Plan II lands in the large band (1,264 participants).

Published 5500 schedule card

Filing strip 440160260 · Forvis, LLP PY 2022 · 401(k)

Forvis, LLP Employees' Savings Plan II · $240M · 1,264 · 96th

  • RANK $240M
  • PHOTO 1,264
  • IND 96th
  • EOY 401(k)
  • 5500 near Vectrus 401(k) Plan
  • ASSETS ind #20967

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 Missouri →

Forvis, LLP Employees' Savings Plan II in the asset neighbourhood

Element Solutions Inc Employee Savings and 401(k) PlanElement Solutions Inc Employ…$241MRsc Insurance Brokerage, Inc. 401(k) PlanRsc Insurance Brokerage, Inc…$240MForvis, LLP Employees' Savings Plan IIForvis, LLP Employees' Savin…$240MVectrus 401(k) Plan$240MAlterra Mountain Company U.S. Inc. 401(k) Retirement PlanAlterra Mountain Company U.S…$240M
End-of-year total assets ($M) among Forvis, LLP Employees' Savings Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$240M
Net Income$24M
Employer EIN440160260
Plan Effective Date2022-06-01
Filing StatusFILING 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
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.26B $1.84B ▲ +46.0%
Year Plans Participants Total Assets
2022 4 5,349 $1.3B
2023 3 6,765 $1.5B
2024 2 5,798 $1.8B

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Forvis, LLP Employees' Savings Plan II vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Forvis, LLP Employees' Savings Plan II, Total assets ($B): 0.240268141 · Participants: 1264Forvis, LLP Employees' Savings Plan IIBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Forvis, LLP Employees' Savings Plan II vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Forvis, LLP Employees' Savings Plan II side-by-side with 3 peers →

Forvis, LLP Employees' Savings Plan II's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Vectrus 401(k) Plan in CO ($240M); by covered participants it is Pappas Restaurants 401(k) Plan in TX (1,264 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($240M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,264 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 have Forvis, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forvis, LLP's sponsor-wide assets grew 46.1%, from $1.3B to $1.8B.
Where does Forvis, LLP Employees' Savings Plan II rank by assets among Form 5500 filers? ▼
Forvis, LLP Employees' Savings Plan II ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Forvis, LLP Employees' Savings Plan II? ▼
Among 401(k) plans in other states, the closest by assets is Vectrus 401(k) Plan in CO ($240M, 2,985 participants).
Which 401(k) plans cover a similar participant headcount to Forvis, LLP Employees' Savings Plan II? ▼
Among 401(k) plans in other states, the closest by covered participants is Pappas Restaurants 401(k) Plan in TX (1,264 participants, $36M 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 440160260.

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.