401(k) · DOL Form 5500 · 2022
Forvis, LLP 401(k) Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 3,597
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $282,530
- Avg per participant High balance/head
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.
- #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.
- #21,412
- in Professional & Technical Services (21,562 peers)
- +52.5%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
Forvis, LLP Employees' Savings Plan I's outsized position by total assets
Forvis, LLP Employees' Savings Plan I vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,016,258,612 Top 1% higher than 99% of 139,123 filed plans
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 I'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 I lands in the large band (3,597 participants).
Plan-year Form 5500 strip
Filing strip 440160260 · Forvis, LLP PY 2022 · 401(k)
Forvis, LLP Employees' Savings Plan I · $1.0B · 3,597 · 99th
- PHOTO $1.0B
- IND 3,597
- EOY 99th
- 5500 401(k)
- ASSETS near The Molex Retirement and Savings Plan
- PCT ind #21412
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 I in the asset neighbourhood
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)
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
| 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.
- 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
Forvis, LLP Employees' Savings Plan I's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is The Molex Retirement and Savings Plan in IL ($1.0B); by covered participants it is Live Casino 401(k) Plan in MD (3,596 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,597 participants); asset peers above are excluded.
- Live Casino 401(k) Plan (MD) 3,596 · 1 off
- Glanbia Companies 401(k) Plan (ID) 3,595 · 2 off
- Tanner Advantage 401(k) Plan (GA) 3,599 · 2 off
- Hg 401(k) Plan (CA) 3,600 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.