401(k) · DOL Form 5500 · 2023
Forvis, LLP 401(k) Plan
Data updated 2026-08-11
- $732M
- Total assets
- 3,386
- Participants
- 98th
- Percentile by assets
- $216,272
- Avg per participant
Official DOL plan name: Forvis, LLP Employees' Savings Plan II · Sponsored by Forvis, LLP · Missouri · Professional & Technical Services
$732M in assets, 3,386 participants
Forvis, LLP's Forvis, LLP Employees' Savings Plan II reported $732M in total assets and 3,386 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.
- 98th percentile by assets (of 127,072 plans)
- #20,071 in Professional & Technical Services (20,321 peers)
Coverage in Missouri
Forvis, LLP Employees' Savings Plan II covers 3,386 participants in Missouri, 4.6x the typical Missouri plan (state average ~737 per filing). Assets: $732M.
- $732M
- total plan assets (2023 EOY)
- 3,386
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $216,272
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Forvis, LLP Employees' Savings Plan II reported net income rose from $24M in the plan year 2022 filing to $108M in the plan year 2023 filing.
- Forvis, LLP Employees' Savings Plan II end-of-year assets rose from $240M in the plan year 2022 filing to $732M in the plan year 2023 filing.
- Forvis, LLP Employees' Savings Plan II reported participants rose from 1,264 in the plan year 2022 filing to 3,386 in the plan year 2023 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Forvis, LLP Employees' Savings Plan II reports 3,386 participants - 4.6x that state average ($732M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $240M |
|---|---|
| Net Assets (End of Year) | $732M |
| Net Income | $108M |
| 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
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
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.
- The Cleveland-Cliffs Steel Corporation Thrift Plan a (OH) $732M · 2,781
- American Air Liquide Holdings, Inc. Enhanced Savings Plan (TX) $732M · 2,981
- Lennox International Inc. Merged Profit Sharing and 401(k) Retirement Plan for Salaried Employees (TX) $732M · 3,525
- Factset Research Systems Inc. Plan (CT) $731M · 2,428
Frequently Asked Questions
How did Forvis, LLP Employees' Savings Plan II assets move in 2023? ▼
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
Filing takeaways
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