401(k) · DOL Form 5500 · 2024

Forvis Mazars, LLP 401(k) Plan

Data updated 2026-08-25

$881M
Total assets Above avg plan size
2,951
Participants Above avg headcount
98th
Percentile by assets National rank
$298,597
Avg per participant High balance/head
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Official DOL plan name: Forvis Mazars, LLP Employees Savings Plan II · Sponsored by Forvis Mazars, LLP · Missouri · Professional & Technical Services

$881M in assets, 2,951 participants

Forvis Mazars, LLP's Forvis Mazars, LLP Employees Savings Plan II reported $881M in total assets and 2,951 participants in its 2024 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.

  • #19,940 in Professional & Technical Services (20,173 peers)

Coverage in Missouri

Forvis Mazars, LLP Employees Savings Plan II covers 2,951 participants in Missouri, 4.0x the typical Missouri plan (state average ~737 per filing). Assets: $881M.

#19,940
in Professional & Technical Services (20,173 peers)
+20.3%
assets growth YoY
8.8×
vs typical plan assets (national mean)

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

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$881,158,348 Top 2% higher than 98% of 123,620 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 2024

Forvis Mazars, LLP Employees Savings Plan II'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. Forvis Mazars, LLP Employees Savings Plan II lands in the large band (2,951 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forvis Mazars, LLP Employees Savings Plan II reported net income rose from $108M in the plan year 2023 filing to $149M in the plan year 2024 filing.
  • Forvis Mazars, LLP Employees Savings Plan II end-of-year assets rose from $732M in the plan year 2023 filing to $881M in the plan year 2024 filing.
  • Forvis Mazars, LLP Employees Savings Plan II reported participants fell from 3,386 in the plan year 2023 filing to 2,951 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 440160260 · Forvis Mazars, LLP PY 2024 · 401(k)

Forvis Mazars, LLP Employees Savings Plan II · $881M · 2,951 · 98th

  • TYPE $881M
  • NET 2,951
  • BOOK 98th
  • VS-ST 401(k)
  • BOY near The Associated Press 401(k) Retirement Savings Plan
  • SCH ind #19940

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 Mazars, LLP Employees Savings Plan II in the asset neighbourhood

Sei Capital Accumulation Plan$882MForvis Mazars, LLP Employees Savings Plan IIForvis Mazars, LLP Employees…$881MThe Associated Press 401(k) Retirement Savings PlanThe Associated Press 401(k) …$881MEntegris, Inc. 401(k) Retirement Savings PlanEntegris, Inc. 401(k) Retire…$881MBlue Cross and Blue Shield of Al 401(k) Plan Salary Deferral PlanBlue Cross and Blue Shield o…$880M
End-of-year total assets ($M) among Forvis Mazars, LLP Employees Savings Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$732M
Net Assets (End of Year)$881M
Net Income$149M
Employer EIN440160260
Plan Effective Date2022-06-01
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 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Forvis Mazars, LLP Employees Savings Plan II vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 051015 Total assets ($B) Participants Forvis Mazars, LLP Employees Savings Plan II, Total assets ($B): 0.881158348 · Participants: 2951Forvis Mazars, LLP Employees Savings Plan IIEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Forvis Mazars, LLP Employees Savings Plan II vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Forvis Mazars, LLP Employees Savings Plan II side-by-side with 3 peers →

Forvis Mazars, 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 Associated Press 401(k) Retirement Savings Plan in NY ($881M); by covered participants it is Safe Harbor Marinas 401(k) Retirement Savings Plan in TX (2,951 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,951 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Forvis Mazars, LLP Employees Savings Plan II assets move in 2024? ▼
Forvis Mazars, LLP Employees Savings Plan II grew sharply - up 20.3% during 2024, from $732M to $881M. Reported net income was $149M.
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 Forvis Mazars, LLP Employees Savings Plan II rank by assets among Form 5500 filers? ▼
Forvis Mazars, LLP Employees Savings Plan II ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Forvis Mazars, LLP Employees Savings Plan II? ▼
Among 401(k) plans in other states, the closest by assets is The Associated Press 401(k) Retirement Savings Plan in NY ($881M, 1,360 participants).
Which 401(k) plans cover a similar participant headcount to Forvis Mazars, LLP Employees Savings Plan II? ▼
Among 401(k) plans in other states, the closest by covered participants is Safe Harbor Marinas 401(k) Retirement Savings Plan in TX (2,951 participants, $123M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.