401(k) · DOL Form 5500 · 2022
Forvis, LLP 401(k) Plan
Data updated 2026-08-11
- $240M
- Total assets
- 1,264
- Participants
- 96th
- Percentile by assets
- $190,086
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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).
- $240M
- total plan assets (2022 EOY)
- 1,264
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $190,086
- avg assets per participant
Forvis, LLP Employees' Savings Plan II vs the 2022 asset distribution
By assets, Forvis, LLP Employees' Savings Plan II outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $240M |
| Net Income | $24M |
| Employer EIN | 440160260 |
| Plan Effective Date | 2022-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forvis, LLP)
| 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
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Forvis, LLP Employees' Savings Plan II by total assets, not by location.
- Vectrus 401(k) Plan (CO) $240M · 2,985
- Alterra Mountain Company U.S. Inc. 401(k) Retirement Plan (CO) $240M · 12,118
- Rsc Insurance Brokerage, Inc. 401(k) Plan (MA) $240M · 2,480
- Element Solutions Inc Employee Savings and 401(k) Plan (CT) $241M · 1,122
Frequently Asked Questions
How have Forvis, LLP plan assets changed over time? ▼
Where does Forvis, LLP Employees' Savings Plan II rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Forvis, LLP Employees' Savings Plan II? ▼
Next read for Forvis, LLP Employees' Savings Plan II
Scale reading
Ways to act on Forvis, LLP Employees' Savings Plan II's numbers.
- By total assets, Forvis, LLP Employees' Savings Plan II ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Forvis, LLP's sponsor-wide assets have grown 46.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans