Defined Benefit (Pension) · DOL Form 5500 · 2022

Forvis Mazars, LLP Pension Plan

Data updated 2026-08-25

$70K
Total assets Small plan by assets
288
Participants Below avg headcount
5th
Percentile by assets National rank
$243
Avg per participant Low balance/head
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Official DOL plan name: Bkd, LLP Cash Balance Pension Plan · Sponsored by Forvis Mazars, LLP · Missouri · Professional & Technical Services

$70K in assets, 288 participants

Forvis Mazars, LLP's Bkd, LLP Cash Balance Pension Plan reported $70K in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 5th 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.

  • #888 in Professional & Technical Services (21,562 peers)

Coverage in Missouri

Bkd, LLP Cash Balance Pension Plan covers 288 participants in Missouri, about 39% of the average Missouri filer (state average ~737 per filing). Assets: $70K.

#888
in Professional & Technical Services (21,562 peers)
-99.9%
assets change YoY

The plan reported a net loss of $125M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bkd, LLP Cash Balance Pension Plan among the smaller filed plans by assets

Bkd, LLP Cash Balance Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$69,901 5th percentile higher than 5% of 139,123 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 2022

Bkd, LLP Cash Balance Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bkd, LLP Cash Balance Pension Plan sits mid-pack in the medium band (288 participants).

Published 5500 schedule card

Filing strip 440160260 · Forvis Mazars, LLP PY 2022 · Defined Benefit (Pension)

Bkd, LLP Cash Balance Pension Plan · $70K · 288 · 5th

  • RANK $70K
  • RANK 288
  • RANK 5th
  • RANK Defined Benefit (Pension)
  • RANK near Graphic Communications Union Local 17m Pension Trust Fund
  • RANK ind #888

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 →

Bkd, LLP Cash Balance Pension Plan in the asset neighbourhood

Merrimac Corp. Retirement PlanMerrimac Corp. Retirement Pl…$76KBkd, LLP Cash Balance Pension PlanBkd, LLP Cash Balance Pensio…$70KGraphic Communications Union Local 17m Pension Trust FundGraphic Communications Union…$72KIntermatic Pension Plan$73KJervis B. Webb Company and Affiliates Retirement Income PlanJervis B. Webb Company and A…$74K
End-of-year total assets ($M) among Bkd, LLP Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$70K
Net Income-$125M
Employer EIN440160260
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forvis Mazars, LLP)

Sponsor-wide plan assets over time

All Forvis Mazars, 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 Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bkd, LLP Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bkd, LLP Cash Balance Pension Plan, Total assets ($B): 0.000069901 · Participants: 288Bkd, LLP Cash Balance Pension PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.485527737 · Participants: 31010Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.442367346 · Participants: 10080Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.376779083 · Participants: 15460Co-Op Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.256518868 · Participants: 8767Carpenters Pension Trust Fund of St. LouisEmerson Electric Company Retirement Plan, Total assets ($B): 3.12779001 · Participants: 4763Emerson Electric Company Retirement Plan
Bkd, LLP Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Bkd, LLP Cash Balance Pension Plan side-by-side with 3 peers →

Bkd, LLP Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Graphic Communications Union Local 17m Pension Trust Fund in IN ($72K); by covered participants it is Cenveo Worldwide Limited Pension Plan in CT (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bkd, LLP Cash Balance Pension Plan assets move in 2022? ▼
Bkd, LLP Cash Balance Pension Plan contracted severely - down 99.9% during 2022, from $137M to $70K. Reported net income was -$125M.
How have Forvis Mazars, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forvis Mazars, LLP's sponsor-wide assets grew 46.1%, from $1.3B to $1.8B.
Where does Bkd, LLP Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Bkd, LLP Cash Balance Pension Plan ranks in the 5th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Bkd, LLP Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Graphic Communications Union Local 17m Pension Trust Fund in IN ($72K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bkd, LLP Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cenveo Worldwide Limited Pension Plan in CT (288 participants, $217M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.