Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
RSM US, LLP
EIN 42-0714325Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
2
$4.07B assets
Welfare
2
$11.9M premiums
Participants
49,556
4650 E 53RD STREET - DAVENPORT, IA 52807563-333-2220
Retirement portfolio analytics
2 plans aggregated / $4.07B assets / 22,575 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE RSM US LLP RETIREMENT PLAN
401k
Assets$3.95B
Participants21,459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
RSM US LLP MARKET BASED CASH BALANCE PLAN
CashBalance
Assets$121.4M
Participants1,116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
RSM US LLP HEALTH AND WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$11.9M
Covered lives20,899
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
RSM US LLP SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE RSM US LLP RETIREMENT PLAN | 401k | $3.95B | 21,459 | 2025 | |
| 004 | RSM US LLP MARKET BASED CASH BALANCE PLAN | CashBalance | $121.4M | 1,116 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | RSM US LLP HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $11.9M | 20,899 | 2024 | |
| 511 | RSM US LLP SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans