401(k) · DOL Form 5500 · 2022
Forvis, LLP 401(k) Plan
Data updated 2026-08-11
- $1.0B
- Total assets
- 3,597
- Participants
- 99th
- Percentile by assets
- $282,530
- Avg per participant
Official DOL plan name: Forvis, LLP Employees' Savings Plan I · Sponsored by Forvis, LLP · Missouri · Professional & Technical Services
$1.0B in assets, 3,597 participants
Forvis, LLP's Forvis, LLP Employees' Savings Plan I reported $1.0B in total assets and 3,597 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #21,412 in Professional & Technical Services (21,562 peers)
Coverage in Missouri
Forvis, LLP Employees' Savings Plan I covers 3,597 participants in Missouri, 4.9x the typical Missouri plan (state average ~737 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2022 EOY)
- 3,597
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $282,530
- avg assets per participant
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Forvis, LLP Employees' Savings Plan I reports 3,597 participants - 4.9x that state average ($1.0B EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $666M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $123M |
| Employer EIN | 440160260 |
| Plan Effective Date | 1987-01-01 |
| 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 I 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 I by total assets, not by location.
- The Molex Retirement and Savings Plan (IL) $1.0B · 7,142
- Advanced Drainage Systems, Inc. Retirement and Stock Ownership Plan (OH) $1.0B · 4,791
- Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan (CA) $1.0B · 5,069
- Penske Truck Leasing Co., L.P. Savings Retirement Plan (PA) $1.0B · 13,128
Frequently Asked Questions
How did Forvis, LLP Employees' Savings Plan I assets move in 2022? ▼
How have Forvis, LLP plan assets changed over time? ▼
Where does Forvis, LLP Employees' Savings Plan I rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Forvis, LLP Employees' Savings Plan I? ▼
Next read for Forvis, LLP Employees' Savings Plan I
Filing takeaways
Ways to act on Forvis, LLP Employees' Savings Plan I's numbers.
- By total assets, Forvis, LLP Employees' Savings Plan I ranks among the largest 1% of all filed plans. 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