About Forvis Mazars, LLP
<p>Founded in 2003, Forvis Mazars, LLP is an audit firm with a large global footprint and a broad public accounting practice.</p> <p>With about 40,000 employees, the firm handles audit and assurance work alongside tax, advisory, and consulting services. Retirement plan sponsors often look for auditors that can coordinate plan audit requirements with related accounting and reporting needs.</p> <p>Forvis Mazars is headquartered in Springfield, Missouri, in the Ozarks region of the state. From its Springfield office, the firm works with organizations across the broader Midwest and beyond.</p> <p>What sets Forvis Mazars apart is its scale paired with a menu of services that lets clients keep audit, tax, and advisory work under one roof.</p> <ul> <li>Audit and assurance services, including retirement plan audits</li> <li>Tax services for businesses and organizations</li> <li>Advisory and consulting support tied to accounting and reporting</li> <li>Firm profile: headquartered in Springfield, MO</li> <li>Category: <a href="/auditors/401k">401(k) auditors</a></li> </ul>
Website: https://www.forvismazars.us/about-us
Founded: 2003
Employees: 40000
Office Locations
- Springfield, MO
- Springfield, MO (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 2,714
- Total AUM Audited: $423.6B
- 401(k): 2,714 plans, $423.6B AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| AT&T RETIREMENT SAVINGS PLAN | AT&T INC., TX | $43.1B | 102,760 |
| AT&T PENSION BENEFIT PLAN | AT&T INC., TX | $28.3B | 93,065 |
| TRANE TECHNOLOGIES EMPLOYEE SAVINGS PLAN (ESP) | TRANE TECHNOLOGIES COMPANY LLC, NC | $7.5B | 21,584 |
| WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN | WASHINGTON UNIVERSITY IN ST. LOUIS, MO | $7.5B | 27,547 |
| TAKEDA PHARMACEUTICAL U.S.A., INC. SAVINGS AND RETIREMENT PLAN | TAKEDA PHARMACEUTICAL U.S.A., INC., MA | $6.2B | 23,331 |
| BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BURNS & MCDONNELL, INC, MO | $5.5B | 10,567 |
| CHUBB US 401(K) PLAN | CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.), PA | $5.0B | 15,717 |
| BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN | BAYLOR SCOTT & WHITE HOLDINGS, TX | $4.7B | 46,788 |
| IU HEALTH 401(K) SAVINGS PLAN | INDIANA UNIVERSITY HEALTH INC., IN | $4.5B | 40,158 |
| PENSION PLAN OF THE CHUBB CORPORATION | CHUBB INA HOLDINGS INC., PA | $3.7B | 2,785 |
| NYU LANGONE HEALTH 403(B) PLAN | NYU LANGONE HOSPITALS, NY | $3.6B | 34,692 |
| PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN | PERFORMANCE CONTRACTING GROUP, INC., KS | $3.6B | 1,366 |
| HITACHI EMPLOYEE 401(K) RETIREMENT PLAN | HITACHI AMERICA, LTD., NY | $3.6B | 17,744 |
| IQVIA 401(K) PLAN | IQVIA INC., NC | $3.6B | 19,072 |
| THE RSM US LLP RETIREMENT PLAN | RSM US, LLP, IA | $3.4B | 14,521 |
| SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION, VA | $3.4B | 23,584 |
| THE FIDELITY NATIONAL FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | FIDELITY NATIONAL FINANCIAL, INC., FL | $3.0B | 18,305 |
| PENN STATE HEALTH 401(K) SAVINGS PLAN | PENN STATE HEALTH, PA | $2.9B | 15,720 |
| ENERGY TRANSFER LP 401(K) PLAN | ENERGY TRANSFER LP, TX | $2.8B | 13,406 |
| TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN | TRANSAMERICA CORPORATION, IA | $2.7B | 7,764 |
Showing top 20 of 2,721 plans serviced in 2025.