401(k) · DOL Form 5500 · 2023

Forvis, LLP 401(k) Plan

Data updated 2026-08-25

$732M
Total assets Above avg plan size
3,386
Participants Above avg headcount
98th
Percentile by assets National rank
$216,272
Avg per participant Above avg balance/head
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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.

  • #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.

#20,071
in Professional & Technical Services (20,321 peers)
+204.8%
assets growth YoY
7.3×
vs typical plan assets (national mean)

Forvis, LLP Employees' Savings Plan II's outsized position by total assets

Forvis, LLP Employees' Savings Plan II vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$732,295,942 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 II'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 II lands in the large band (3,386 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

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

Forvis, LLP Employees' Savings Plan II · $732M · 3,386 · 98th

  • BOOK $732M
  • BOOK 3,386
  • BOOK 98th
  • BOOK 401(k)
  • BOOK near The Cleveland-Cliffs Steel Corporation Thrift Plan a
  • BOOK ind #20071

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 II in the asset neighbourhood

American Air Liquide Holdings, Inc. Enhanced Savings PlanAmerican Air Liquide Holding…$732MForvis, LLP Employees' Savings Plan IIForvis, LLP Employees' Savin…$732MThe Cleveland-Cliffs Steel Corporation Thrift Plan aThe Cleveland-Cliffs Steel C…$732MLennox International Inc. Merged Profit Sharing and 401(k) Retirement Plan for Salaried EmployeesLennox International Inc. Me…$732MFactset Research Systems Inc. PlanFactset Research Systems Inc…$731M
End-of-year total assets ($M) among Forvis, LLP Employees' Savings Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$240M
Net Assets (End of Year)$732M
Net Income$108M
Employer EIN440160260
Plan Effective Date2022-06-01
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 II vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants Forvis, LLP Employees' Savings Plan II, Total assets ($B): 0.732295942 · Participants: 3386Forvis, LLP Employees' Savings Plan IIEdward 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 II vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Forvis, LLP Employees' Savings Plan II side-by-side with 3 peers →

Forvis, LLP Employees' Savings Plan II's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is The Cleveland-Cliffs Steel Corporation Thrift Plan a in OH ($732M); by covered participants it is Wec Energy Group Retirement Savings Plan in WI (3,386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,386 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 II assets move in 2023? ▼
Forvis, LLP Employees' Savings Plan II surged - up 204.8% during 2023, from $240M to $732M. Reported net income was $108M.
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 II rank by assets among Form 5500 filers? ▼
Forvis, LLP Employees' Savings Plan II 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 II? ▼
Among 401(k) plans in other states, the closest by assets is The Cleveland-Cliffs Steel Corporation Thrift Plan a in OH ($732M, 2,781 participants).
Which 401(k) plans cover a similar participant headcount to Forvis, LLP Employees' Savings Plan II? ▼
Among 401(k) plans in other states, the closest by covered participants is Wec Energy Group Retirement Savings Plan in WI (3,386 participants, $1.5B 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.