How many plans does Forvis Mazars, LLP serve?

Forvis Mazars, LLP serves 505 retirement plans with $177.2B in plan assets and 2,179,611 participants, based on the latest Form 5500 filings through 2024.

What does Forvis Mazars, LLP charge?

Plans reported $12.6M in total Schedule C compensation paid to Forvis Mazars, LLP. The median plan paid $21K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Forvis Mazars, LLP

Matched across 67 name variants in the filings

Forvis Mazars, LLP summary

Forvis Mazars, LLP appears on 505 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $177.2B in assets for 2,179,611 participants. The median client plan holds $78.4M. Most client plans are sponsored in MO, TX and IN. The largest clients by plan assets are Washington University in St. Louis, Takeda Pharmaceutical U.S.A., Inc. and Chubb Ina Holdings Inc.. Plans reported $12.6M in direct and indirect compensation paid to Forvis Mazars, LLP. The median is $21K per plan.

Participants: 2,179,611
Median plan assets: $78.4M
Median plan participants: 996
Median fees per plan: $21K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Washington University in St. Louis	MO	$8.5B	40,319
Takeda Pharmaceutical U.S.A., Inc.	MA	$7.1B	35,085
Chubb Ina Holdings Inc.	PA	$5.6B	22,907
Baylor Scott & White Health	TX	$5.4B	63,723
Baylor Scott & White Holdings	TX	$4.7B	58,503
Iqvia Inc.	NC	$4.1B	33,851
Chubb Ina Holdings Inc.	PA	$4.0B	13,556
RSM US, LLP	IA	$3.9B	21,459
National Telecommunications Cooperative Association, plan 334	VA	$3.8B	29,576
Penn State Health	PA	$3.4B	22,299
The Turner Corporation	NY	$3.3B	11,339
Compass Group USA, Inc.	NC	$3.0B	276,398
National Telecommunications Cooperative Association, plan 333	VA	$2.7B	15,926
Whole Foods Market, Inc.	TX	$2.7B	123,250
Stifel Financial Corp.	MO	$2.7B	11,227
Orlando Health, Inc.	FL	$2.5B	50,251
Carmax, Inc.	VA	$2.1B	33,013
Newell Operating Company	GA	$1.9B	18,989
Infineon Technologies Americas Corp.	CA	$1.9B	5,996
Fordham University	NY	$1.9B	6,216
Toyota Industries North America, Inc.	IN	$1.7B	19,272
Lockton, Inc.	MO	$1.7B	9,677
Harris Teeter Supermarkets, Inc.	NC	$1.6B	46,635
Nyu Langone Hospitals	NY	$1.6B	13,491
J.B. Hunt Transport Services, Inc.	AR	$1.6B	37,454

Washington University in St. Louis$8.5B
MOParticipants 40,319
Takeda Pharmaceutical U.S.A., Inc.$7.1B
MAParticipants 35,085
Chubb Ina Holdings Inc.$5.6B
PAParticipants 22,907
Baylor Scott & White Health$5.4B
TXParticipants 63,723
Baylor Scott & White Holdings$4.7B
TXParticipants 58,503
Iqvia Inc.$4.1B
NCParticipants 33,851
Chubb Ina Holdings Inc.$4.0B
PAParticipants 13,556
RSM US, LLP$3.9B
IAParticipants 21,459
National Telecommunications Cooperative Association, plan 334$3.8B
VAParticipants 29,576
Penn State Health$3.4B
PAParticipants 22,299
The Turner Corporation$3.3B
NYParticipants 11,339
Compass Group USA, Inc.$3.0B
NCParticipants 276,398
National Telecommunications Cooperative Association, plan 333$2.7B
VAParticipants 15,926
Whole Foods Market, Inc.$2.7B
TXParticipants 123,250
Stifel Financial Corp.$2.7B
MOParticipants 11,227
Orlando Health, Inc.$2.5B
FLParticipants 50,251
Carmax, Inc.$2.1B
VAParticipants 33,013
Newell Operating Company$1.9B
GAParticipants 18,989
Infineon Technologies Americas Corp.$1.9B
CAParticipants 5,996
Fordham University$1.9B
NYParticipants 6,216
Toyota Industries North America, Inc.$1.7B
INParticipants 19,272
Lockton, Inc.$1.7B
MOParticipants 9,677
Harris Teeter Supermarkets, Inc.$1.6B
NCParticipants 46,635
Nyu Langone Hospitals$1.6B
NYParticipants 13,491
J.B. Hunt Transport Services, Inc.$1.6B
ARParticipants 37,454

Top client states

MO48 plans
TX40 plans
IN38 plans
NY36 plans
IL34 plans

Frequently asked questions

Who uses Forvis Mazars, LLP?: 505 retirement plans list Forvis Mazars, LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Washington University in St. Louis, Takeda Pharmaceutical U.S.A., Inc., Chubb Ina Holdings Inc., Baylor Scott & White Health and Baylor Scott & White Holdings. Most client plans are sponsored in MO, TX and IN.
How many plans does Forvis Mazars, LLP serve?: Forvis Mazars, LLP serves 505 retirement plans with $177.2B in plan assets and 2,179,611 participants, based on the latest Form 5500 filings through 2024.
What does Forvis Mazars, LLP charge?: Plans reported $12.6M in total Schedule C compensation paid to Forvis Mazars, LLP. The median plan paid $21K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served505+105 YoYRank #62 of mapped providers

Assets under administration$177.2B0.1%Rank #100 by share of filed assets

Fees received$13MMedian $20,632/planSum across Schedule C direct + indirect

Net wins YoY+27128 won - 101 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro

Customer-base shape

Participant bands, asset bands, top states and top industries.

Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro
Name available on ProCount available on Pro

See full Forvis Mazars, LLP analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

5-year plans-served trajectory
Customer-base shape
Median fees per service
Competitor overlap
Plans won and lost
Top plans by assets

Try Pro free See pricing

Fund lineups on plans this firm keeps

Search these plans

Large plans that name Forvis Mazars as recordkeeper and list their funds in their filing.

Plans

$111M in funds

In collective trusts

average plan

In Forvis Mazars funds

average plan

In index funds

22%

average plan

Top managers in these lineups

Manager	Plans
Capital Group	5
T. Rowe Price	4
Vanguard	4
Fidelity (FMR)	2
Baird	2

Target-date series

Series	Plans
T. Rowe Price Retirement Blend	3
Fidelity Freedom Index	1

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.