401(k) · DOL Form 5500 · 2024
Forvis Mazars, LLP 401(k) Plan
Data updated 2026-08-11
- $881M
- Total assets
- 2,951
- Participants
- 98th
- Percentile by assets
- $298,597
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $881M
- total plan assets (2024 EOY)
- 2,951
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $298,597
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Forvis Mazars, LLP Employees Savings Plan II reports 2,951 participants - 4.0x that state average ($881M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $732M |
|---|---|
| Net Assets (End of Year) | $881M |
| Net Income | $149M |
| Employer EIN | 440160260 |
| Plan Effective Date | 2022-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forvis Mazars, LLP)
| 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
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Forvis Mazars, LLP Employees Savings Plan II by total assets, not by location.
- The Associated Press 401(k) Retirement Savings Plan (NY) $881M · 1,360
- Entegris, Inc. 401(k) Retirement Savings Plan (MA) $881M · 3,490
- Sei Capital Accumulation Plan (PA) $882M · 4,283
- Blue Cross and Blue Shield of Al 401(k) Plan Salary Deferral Plan (AL) $880M · 4,291
Frequently Asked Questions
How did Forvis Mazars, LLP Employees Savings Plan II assets move in 2024? ▼
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Filing takeaways
Ways to act on Forvis Mazars, LLP Employees Savings Plan II's numbers.
- By total assets, Forvis Mazars, LLP Employees Savings Plan II ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Forvis Mazars, LLP's sponsor-wide assets have grown 46.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans