Defined Benefit (Pension) · DOL Form 5500 · 2024
Rsm US LLP Pension Plan
Data updated 2026-08-11
- $121M
- Total assets
- 1,068
- Participants
- 92nd
- Percentile by assets
- $113,680
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $121M
- total plan assets (2024 EOY)
- 1,068
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $113,680
- avg assets per participant
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.
Rsm US LLP Market Based Cash Balance Plan vs the 2024 asset distribution
By assets, Rsm US LLP Market Based Cash Balance Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Rsm US LLP Market Based Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Rsm US LLP Market Based Cash Balance Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Rsm US LLP Market Based Cash Balance Plan assets move in 2024? ▼
How have Rsm US LLP plan assets changed over time? ▼
Where does Rsm US LLP Market Based Cash Balance Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Rsm US LLP Market Based Cash Balance Plan? ▼
Next read for Rsm US LLP Market Based Cash Balance Pla…
Scale reading
Ways to act on Rsm US LLP Market Based Cash Balance Plan's numbers.
- By total assets, Rsm US LLP Market Based Cash Balance Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Iowa. Compare plans
- Rsm US LLP's sponsor-wide assets have grown 49.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans