401(k) · DOL Form 5500 · 2023
Rsm US, LLP 401(k) Plan
Data updated 2026-08-25
- $2.9B
- Total assets Very large vs avg
- 14,720
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $196,359
- Avg per participant Above avg balance/head
Official DOL plan name: The Rsm US LLP Retirement Plan · Sponsored by Rsm US, LLP · Iowa · Professional & Technical Services
$2.9B in assets, 14,720 participants
Rsm US, LLP's The Rsm US LLP Retirement Plan reported $2.9B in total assets and 14,720 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #20,273 in Professional & Technical Services (20,321 peers)
Coverage in Iowa
The Rsm US LLP Retirement Plan covers 14,720 participants in Iowa, 24x the typical Iowa plan (state average ~609 per filing). Assets: $2.9B.
- #20,273
- in Professional & Technical Services (20,321 peers)
- +27.0%
- assets growth YoY
- 29×
- vs typical plan assets (national mean)
The Rsm US LLP Retirement Plan's outsized position by total assets
The Rsm US LLP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,890,404,508 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Rsm US LLP Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Rsm US LLP Retirement Plan is a mega filing (14,720 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Rsm US LLP Retirement Plan reported net income rose from -$310M in the plan year 2022 filing to $615M in the plan year 2023 filing.
- The Rsm US LLP Retirement Plan end-of-year assets rose from $2.3B in the plan year 2022 filing to $2.9B in the plan year 2023 filing.
- The Rsm US LLP Retirement Plan reported participants rose from 13,793 in the plan year 2022 filing to 14,720 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 420714325 · Rsm US, LLP PY 2023 · 401(k)
The Rsm US LLP Retirement Plan · $2.9B · 14,720 · 100th
- SCH $2.9B
- EBSA 14,720
- PART 100th
- TYPE 401(k)
- NET near Wellington Retirement and Pension Plan
- BOOK ind #20273
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 →
The Rsm US LLP Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $2.9B |
| Net Income | $615M |
| Employer EIN | 420714325 |
| Plan Effective Date | 1969-02-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,738 | $2.3B |
| 2023 | 2 | 15,738 | $3.0B |
| 2024 | 2 | 15,796 | $3.5B |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
- Midamerican Energy Company Retirement Savings Plan $1.7B · 5,056
Scale composition for The Rsm US LLP Retirement Plan
The Rsm US LLP Retirement Plan reports $2.9B in end-of-year assets across 14,720 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $196,359 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2023 was $615M.
This plan identity (EIN 420714325, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $3.4B (+48.3%) while covered participants moved from 13,793 to 14,728 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,793 | $2.3B | Open filing |
| 2023 | 14,720 | $2.9B | This page |
| 2024 · index core | 14,728 | $3.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Rsm US LLP Retirement Plan (401(k), $3.4B, 14,728 participants)
- Rsm US LLP Market Based Cash Balance Plan (Defined Benefit (Pension), $121M, 1,068 participants)
The Rsm US LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Wellington Retirement and Pension Plan in MA ($2.9B); by covered participants it is Ntess Savings and Income Plan in NM (14,721 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.9B here).
- Wellington Retirement and Pension Plan (MA) $2.9B · 2,450
- Performance Contracting Group, Inc. ESOP/401(k) Plan (KS) $2.9B · 1,223
- Texas Health 401(k) Retirement Plan (TX) $2.9B · 27,002
- Fairview Health Services 403b Plan (MN) $2.9B · 23,886
Similar participant headcount
Nearest other-state filings by covered participants (14,720 participants); asset peers above are excluded.
- Ntess Savings and Income Plan (NM) 14,721 · 1 off
- Adobe Inc. 401(k) Retirement Savings Plan (CA) 14,731 · 11 off
- Piedmont Airlines Inc. Employee Savings Plan (MD) 14,678 · 42 off
- Penn State Health 401(k) Savings Plan (PA) 14,765 · 45 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.