Defined Benefit (Pension) · DOL Form 5500 · 2024
Rsm US LLP Pension Plan
Data updated 2026-08-25
- $121M
- Total assets Near avg plan size
- 1,068
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $113,680
- Avg per participant Below avg balance/head
Official DOL plan name: Rsm US LLP Market Based Cash Balance Plan · Sponsored by Rsm US LLP · Iowa · Professional & Technical Services
$121M in assets, 1,068 participants
Rsm US LLP's Rsm US LLP Market Based Cash Balance Plan reported $121M in total assets and 1,068 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,730 in Professional & Technical Services (20,173 peers)
Where Rsm US LLP Market Based Cash Balance Plan sits by assets
Rsm US LLP Market Based Cash Balance Plan sits in the top 10% of all filed plans by assets, $121M for 1,068 participants (~$113,680/participant), up 35.5% in 2024.
- #18,730
- in Professional & Technical Services (20,173 peers)
- +35.5%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Rsm US LLP Market Based Cash Balance Plan's outsized position by total assets
Rsm US LLP Market Based Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$121,410,472 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Rsm US LLP Market Based Cash Balance Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rsm US LLP Market Based Cash Balance Plan lands in the large band (1,068 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rsm US LLP Market Based Cash Balance Plan end-of-year assets rose from $90M in the plan year 2023 filing to $121M in the plan year 2024 filing.
- Rsm US LLP Market Based Cash Balance Plan reported participants rose from 1,018 in the plan year 2023 filing to 1,068 in the plan year 2024 filing.
- Rsm US LLP Market Based Cash Balance Plan reported net income fell from $32M in the plan year 2023 filing to $32M in the plan year 2024 filing.
DOL schedule card
Filing strip 420714325 · Rsm US LLP PY 2024 · Defined Benefit (Pension)
Rsm US LLP Market Based Cash Balance Plan · $121M · 1,068 · 92nd
- PCT $121M
- EIN 1,068
- RANK 92nd
- PHOTO Defined Benefit (Pension)
- IND near Swedish Health Services Retiree Pension Plan
- EOY ind #18730
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 →
Rsm US LLP Market Based Cash Balance Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | $32M |
| Employer EIN | 420714325 |
| Plan Effective Date | 2021-01-01 |
| 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 Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.2B · 7,170
- Principal Cash Balance Plan $1.5B · 11,945
- Midamerican Energy Company Retirement Plan $521M · 2,805
- Employers Mutual Casualty Company Retirement Plan $362M · 1,908
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust $331M · 1,233
Rsm US LLP Market Based Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Swedish Health Services Retiree Pension Plan in WA ($121M); by covered participants it is Oregon & Southwest Washington Painters Pension Plan in OR (1,067 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($121M here).
- Swedish Health Services Retiree Pension Plan (WA) $121M · N/A
- The Museum of Modern Art Pension Plan (NY) $121M · 144
- Producers Rice Mill, Inc. Pension Plan (AR) $121M · 280
- Sheet Metal Workers Local 7, Zone 2 Pension Plan (MI) $121M · 371
Similar participant headcount
Nearest other-state filings by covered participants (1,068 participants); asset peers above are excluded.
- Oregon & Southwest Washington Painters Pension Plan (OR) 1,067 · 1 off
- National Girl Scout Council Retirement Plan (NY) 1,066 · 2 off
- Abbvie Puerto Rico Pension Plan (PR) 1,070 · 2 off
- Monterey Peninsula Restaurant and Hotel Pension Fund (CA) 1,066 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.