Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Forvis Mazars, LLP
Most often reported for accounting and auditing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Forvis Mazars, LLP is named as a service provider on the Schedule C of 409 retirement plans with 100 or more participants for plan year 2024, covering 1,928,332 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $9.8M. Per plan, the median was $15.27 per participant, with the middle half of plans between $6.21 and $37.84. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Missouri (39), Indiana (34) and Texas (30).
In 2009 it appeared on 126 such filings; in 2024, 410 (up 225%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $6.21 | $15.27 | $37.84 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.06% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Compass Group Retirement Plan | Compass Group USA, Inc. | NC | 312,914 | $2.48B | $14K |
| Whole Foods Market Growing Your Future 401(k) Plan | Whole Foods Market, Inc. | TX | 117,275 | $2.44B | $40K |
| Baylor Scott & White Health Retirement Savings Plan | Baylor Scott & White Holdings | TX | 58,503 | $4.66B | $85K |
| Harris Teeter Supermarkets, Inc. Retirement and Savings Plan | Harris Teeter Supermarkets, Inc. | NC | 45,556 | $1.41B | $44K |
| Sevita 401(k) Plan | National Mentor Holdings, LLC | MN | 41,694 | $347M | $57K |
| Whataburger 401(k) Savings Plan | Whataburger Restaurants LLC | TX | 41,380 | $262M | $21K |
| Washington University Retirement Savings Plan | Washington University in St. Louis | MO | 40,001 | $7.48B | $27K |
| Takeda Pharmaceutical U.S.A., Inc. Savings and Retirement Plan | Takeda Pharmaceutical U.S.A., Inc. | MA | 39,061 | $6.18B | $63K |
| Carmax, Inc. Retirement Savings Plan | Carmax, Inc. | VA | 33,911 | $1.81B | $24K |
| Iqvia 401(k) Plan | Iqvia Inc. | NC | 33,208 | $3.56B | $27K |
| Savings Plan for Employees of Ntca and Its Members | National Telecommunications Cooperative Association | VA | 30,106 | $3.36B | $34K |
| Rentokil Initial USA 401(k) Plan | Rentokil North America, Inc. | PA | 28,927 | $1.31B | $89K |
| Southeastern Grocers 401(k) Savings Plan | Southeastern Grocers LLC | FL | 26,265 | $941M | $55K |
| Hitachi Employee 401(k) Retirement Plan | Hitachi America, Ltd. | NY | 25,702 | $3.57B | $32K |
| Chubb US 401(k) Plan | Chubb Ina Holdings Inc. (Formerly Ace Ina Holdings Inc.) | PA | 22,078 | $4.95B | $50K |
| Penn State Health 401(k) Savings Plan | Penn State Health | PA | 22,033 | $2.93B | $31K |
| The RSM US LLP Retirement Plan | RSM US, LLP | IA | 21,754 | $3.38B | $36K |
| Penn State Health Tax Sheltered Annuity Program | Penn State Health | PA | 20,282 | $532M | $32K |
| Newell Brands Employee Savings Plan | Newell Operating Company | GA | 19,821 | $1.76B | $77K |
| Gentiva 401(k) Plan | Curo Health Services, LLC | GA | 19,591 | $301M | $6,038 |
| Toyota Industries North America Group Associates' 401(k) Retirement Plan | Toyota Industries North America, Inc. | IN | 19,019 | $1.37B | $54K |
| Retirement Plan of Carilion Clinic | Carilion Clinic | VA | 17,990 | $1.44B | $51K |
| Retirement&security Program for Employees of Ntca and Its Members | National Telecommunications Cooperative Association | VA | 15,848 | $2.52B | $47K |
| Pension Plan of the Chubb Corporation | Chubb Ina Holdings Inc. | PA | 13,753 | $3.75B | $60K |
| Nyu Langone Hospitals Retirement Plan | Nyu Langone Hospitals | NY | 13,622 | $1.47B | $23K |
| Children's Health System of Texas 403(b) Employee Savings Plan | Children's Health System of Texas | TX | 13,614 | $855M | $24K |
| Children's Health System of Texas 401(a) Employee Savings Plan | Children's Health System of Texas | TX | 12,746 | $507M | $24K |
| Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan | The Childrens Mercy Hospital | MO | 12,683 | $1.12B | $15K |
| Hendrick Automotive Group 401(k) Plan | Hendrick Automotive Group, LLC | NC | 12,158 | $757M | $25K |
| Fanatics 401(k) Retirement Plan | Fanatics Holdings, Inc. | NY | 12,141 | $364M | $55K |
| William Marsh Rice University Defined Contribution Retirement Plan | William Marsh Rice University | TX | 11,931 | $930M | $21K |
| Newell Brands Consolidated Pension Plan | Newell Operating Company | GA | 11,348 | $634M | $62K |
| American Multi-Cinema, Inc. 401(k) Savings Plan | American Multi-Cinema, Inc. | KS | 11,216 | $260M | $19K |
| Martin Marietta Savings and Investment Plan | Martin Marietta Materials, Inc. | NC | 11,063 | $903M | $34K |
| Beacon Retirement Savings 403(b) Plan | Beacon Health System, Inc. | IN | 10,766 | $695M | $25K |
| Tandem HR, LLC 401(k) Plan | Tandem Management, LLC | AZ | 10,695 | $310M | $58K |
| Stride, Inc. 401(k) Plan | Stride, Inc. | VA | 10,355 | $258M | $47K |
| Stifel Financial Profit Sharing 401(k) Plan | Stifel Financial Corp. | MO | 10,282 | $2.32B | $31K |
| The Children's Mercy Hospital Retirement Plan | The Children's Mercy Hospital | MO | 9,354 | $564M | $16K |
| Roper St. Francis Healthcare 403(b) Plan | Roper St. Francis Healthcare | SC | 9,085 | $664M | $27K |
Questions and answers
How many plans does Forvis Mazars, LLP serve?
409 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Forvis Mazars, LLP?
The median plan reported $15.27 per participant in direct and indirect compensation (405 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Accounting (including auditing) (353 plans), Recordkeeping and information management (10 plans), Consulting (pension) (9 plans) and Investment advisory (plan) (8 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.