401(k) · DOL Form 5500 · 2023

Forvis, LLP 401(k) Plan

Data updated 2026-08-25

$784M
Total assets Above avg plan size
3,272
Participants Above avg headcount
98th
Percentile by assets National rank
$239,521
Avg per participant Above avg balance/head
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Official DOL plan name: Forvis, LLP Employees' Savings Plan I · Sponsored by Forvis, LLP · Missouri · Professional & Technical Services

$784M in assets, 3,272 participants

Forvis, LLP's Forvis, LLP Employees' Savings Plan I reported $784M in total assets and 3,272 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #20,088 in Professional & Technical Services (20,321 peers)

Coverage in Missouri

Forvis, LLP Employees' Savings Plan I covers 3,272 participants in Missouri, 4.4x the typical Missouri plan (state average ~737 per filing). Assets: $784M.

#20,088
in Professional & Technical Services (20,321 peers)
-22.9%
assets change YoY
7.9×
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 2023 · DOL Form 5500

$783,713,783 Top 2% higher than 98% of 127,068 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 2023

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

Plan-year 2023 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 (3,272 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forvis, LLP Employees' Savings Plan I reported net income rose from $123M in the plan year 2022 filing to $151M in the plan year 2023 filing.
  • Forvis, LLP Employees' Savings Plan I end-of-year assets fell from $1.0B in the plan year 2022 filing to $784M in the plan year 2023 filing.
  • Forvis, LLP Employees' Savings Plan I reported participants fell from 3,597 in the plan year 2022 filing to 3,272 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 440160260 · Forvis, LLP PY 2023 · 401(k)

Forvis, LLP Employees' Savings Plan I · $784M · 3,272 · 98th

  • EBSA $784M
  • EBSA 3,272
  • EBSA 98th
  • EBSA 401(k)
  • EBSA near Covenant Health 401(k) Plan
  • EBSA ind #20088

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

Dairy Farmers of America, Inc. Super Savings PlanDairy Farmers of America, In…$786MForvis, LLP Employees' Savings Plan IForvis, LLP Employees' Savin…$784MCovenant Health 401(k) Plan$783MPvh Associates Investment PlanPvh Associates Investment Pl…$783MAdvantage 401(k) Savings Plan$781M
End-of-year total assets ($M) among Forvis, LLP Employees' Savings Plan I and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$784M
Net Income$151M
Employer EIN440160260
Plan Effective Date1987-01-01
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 I vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants Forvis, LLP Employees' Savings Plan I, Total assets ($B): 0.783713783 · Participants: 3272Forvis, LLP Employees' Savings Plan IEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Forvis, LLP Employees' Savings Plan I vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Forvis, LLP Employees' Savings Plan I side-by-side with 3 peers →

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 Covenant Health 401(k) Plan in TN ($783M); by covered participants it is Living Spaces Furniture, LLC 401(k) Plan in CA (3,272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($784M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,272 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Forvis, LLP Employees' Savings Plan I assets move in 2023? ▼
Forvis, LLP Employees' Savings Plan I declined sharply - down 22.9% during 2023, from $1.0B to $784M. Reported net income was $151M.
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 I rank by assets among Form 5500 filers? ▼
Forvis, LLP Employees' Savings Plan I ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Forvis, LLP Employees' Savings Plan I? ▼
Among 401(k) plans in other states, the closest by assets is Covenant Health 401(k) Plan in TN ($783M, 8,654 participants).
Which 401(k) plans cover a similar participant headcount to Forvis, LLP Employees' Savings Plan I? ▼
Among 401(k) plans in other states, the closest by covered participants is Living Spaces Furniture, LLC 401(k) Plan in CA (3,272 participants, $43M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.