Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
RSM US 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.
For plan year 2024, 182 retirement plans with 100 or more participants reported paying RSM US LLP $5,000 or more. Those plans cover 718,937 participant records, and the service most often reported is accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $5.3M. Per plan, the median was $20.13 per participant, with the middle half of plans between $7.96 and $60.47. 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 Illinois (23), Ohio (17) and Massachusetts (17).
In 2009 it appeared on 177 such filings; in 2024, 186 (up 5%). 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 | $7.96 | $20.13 | $60.47 |
| 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 |
|---|---|---|---|---|---|
| Wawa, Inc. Employee Stock Ownership Plan | Wawa, Inc. | PA | 49,990 | $5.36B | $41K |
| JBS 401(k) Savings Plan | JBS USA Food Company Holdings | CO | 45,920 | $680M | $31K |
| Honda 401(k) Savings Plan | American Honda Motor Company, Inc. | CA | 38,028 | $6.30B | $63K |
| U.S. Roche 401(k) Savings Plan | Genentech, Inc. | CA | 36,458 | $14.3B | $7,000 |
| Deferred Salary Plan of the Electrical Industry | Board of Trustees of the Deferred Salary Plan of the Electrical Ind | NY | 33,824 | $7.99B | $15K |
| Iqvia 401(k) Plan | Iqvia Inc. | NC | 33,208 | $3.56B | $128K |
| Wawa, Inc. 401(k) Plan | Wawa, Inc. | PA | 25,954 | $1.12B | $41K |
| Clean Harbors Savings and Retirement Plan | Clean Harbors Enviromental Services, Inc. | MA | 23,611 | $1.24B | $23K |
| Demoulas (Restated) Profit Sharing Plan & Trust | Demoulas Super Markets, Inc. | MA | 19,337 | $1.12B | $42K |
| Brookshire's Employee Stock Ownership and 401(k) Plan | Brookshire Holdings, Inc. | TX | 17,556 | $381M | $30K |
| Syneos Health Savings and Retirement Plan | Syneos Health | NC | 17,182 | $1.57B | $21K |
| American Express Retirement Plan | American Express Company and Its Participating Subsidiaries | NY | 16,121 | $1.01B | $28K |
| Retirement Plan for Employees of Uja-Federation | United Jewish Appeal-Federation of Jewish Philanthropies of NY | NY | 13,750 | $577M | $57K |
| Prospect Medical Retirement Savings Plan a | Prospect Medical Holdings, Inc. | CA | 13,551 | $552M | $13K |
| The Iron Mountain Companies 401(k) Plan | Iron Mountain Incorporated | PA | 13,269 | $943M | $63K |
| Consolidated Roche Retirement Plan | Hoffmann-La Roche Inc. | NJ | 12,966 | $2.94B | $7,000 |
| Chenega Corporation 401(k) Profit Sharing Plan and Trust | The Chenega Corporation | AK | 10,254 | $451M | $42K |
| Kehe Distributors, Inc. 401(k) Retirement Savings Plan | Kehe Distributors, Inc. | IL | 9,775 | $325M | $39K |
| Cleveland Bakers and Teamsters Pension Fund | Joint Bot Cleveland Bakers and Teamsters Pension Fund | OH | 9,142 | $350M | $126K |
| Duly Health and Care 401(k) Plan | Midwest Physician Administrative Services, LLC, d/b/a Duly Health and | IL | 8,800 | $1.14B | $20K |
| Syensqo USA 401(K)PLAN | Syensqo USA LLC | NJ | 8,561 | $1.73B | $49K |
| Carters 401(k) Savings Plan | The William Carter Company | GA | 8,196 | $318M | $44K |
| Prospect Medical Retirement Savings Plan B | Prospect Medical Holdings, Inc. | CA | 7,657 | $297M | $13K |
| The Reynolds and Reynolds Company 401(k) Savings Plan | Dealer Computer Services, Inc. | OH | 7,634 | $868M | $22K |
| Dealer Tire LLC 401(k) Savings Plan | Dealer Tire, LLC | OH | 7,267 | $419M | $58K |
| Employees Security Fund of the Elec Ind Pension Plan | Joint Pension Comm of the Ees Sec Fund of the Elec Prod Ind | NY | 6,883 | $153M | $5,000 |
| Hologic, Inc. Savings and Investment Plan | Hologic, Inc. | MA | 6,876 | $1.19B | $38K |
| Dayton Freight Lines, Inc. Employee 401(k) Retirement Plan | Dayton Freight Lines, Inc. | OH | 6,423 | $304M | $23K |
| Nicklaus Children's Health System Retirement Plan | Nicklaus Childrens Health System | FL | 6,346 | $597M | $32K |
| Mosaic Health System 401(k) Retirement Plan | Mosaic Health System | MO | 5,934 | $453M | $26K |
| Blue Cross and Blue Shield of Minnesota Employee Savings Plan | Blue Cross & Blue Shield of Minnesota | MN | 4,858 | $885M | $21K |
| CJK Group 401(k) Retirement Plan | CJK Group, Inc. | MN | 4,828 | $257M | $19K |
| McCoy Group, Inc. 401(k) Profit Sharing Plan | McCoy Group, Inc. | IA | 4,747 | $267M | $19K |
| Blue Cross and Blue Shield of Minnesota Pension Plan | Blue Cross & Blue Shield of Minnesota | MN | 4,353 | $231M | $44K |
| Nana Regional Corporation, Inc. Compensation Deferral Plan | Nana Regional Corporation, Inc. | AK | 4,345 | $199M | $78K |
| Essendant 401(k) Savings Plan | Essendant | IL | 4,151 | $413M | $25K |
| Vinfen 403(b) Employee Retirement Savings Plan | Vinfen Corporation | MA | 4,093 | $42.6M | $6,450 |
| Vinfen 401(a) Company Defined Contribution Retirement Plan | Vinfen Corporation | MA | 4,009 | $78.0M | $8,250 |
| Chimes International Limited 403(b) Plan | Chimes International Limited | MD | 3,725 | $62.6M | $35K |
| Shoe Show Retirement Savings Plan | Shoe Show, Inc. | NC | 3,638 | $48.8M | $21K |
Questions and answers
How many plans does RSM US LLP serve?
182 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 RSM US LLP?
The median plan reported $20.13 per participant in direct and indirect compensation (178 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) (154 plans), Recordkeeping and information management (7 plans), Consulting (pension) (6 plans) and Other services (5 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.