About RSM LLP
<p>Founded in 1926, RSM LLP is an accounting and advisory firm that provides audit and assurance services for middle-market organizations across the United States.</p> <p>Its headquarters are in Chicago, in the heart of the Chicagoland metro area, with another office in Phoenix serving the Greater Phoenix region. The firm also operates from Madison, Wisconsin at 1 S Pinckney St.</p> <p>For retirement plans, RSM works with plan sponsors that need an independent financial statement audit as part of their Form 5500 filing. Sponsors looking for <a href="/auditors/401k">401(k) auditors</a> often evaluate RSM when they want a national firm with multiple office locations and a long operating history.</p> <ul> <li>Independent audit and assurance services for employee benefit plans</li> <li>Support tied to Form 5500 audit requirements</li> <li>Works with middle-market businesses</li> <li>Offices in Chicago, Phoenix, and Madison</li> </ul>
Website: https://www.rsmus.com
Founded: 1926
Office Locations
- Chicago, IL (Headquarters)
- Phoenix, AZ
Audit Statistics (2024)
- Total Plans Audited: 989
- Total AUM Audited: $111.6B
- 401(k): 989 plans, $111.6B 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 |
|---|---|---|---|
| U.S. ROCHE 401(K) SAVINGS PLAN | GENENTECH, INC., CA | $14.3B | 21,619 |
| DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY | BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND, NY | $8.0B | 23,406 |
| HONDA 401(K) SAVINGS PLAN | AMERICAN HONDA MOTOR COMPANY, INC., CA | $6.3B | 30,998 |
| WAWA, INC. EMPLOYEE STOCK OWNERSHIP PLAN | WAWA, INC., PA | $5.4B | 43,441 |
| CONSOLIDATED ROCHE RETIREMENT PLAN | HOFFMANN-LA ROCHE INC., NJ | $2.9B | 1,760 |
| SYENSQO USA 401(K)PLAN | SYENSQO USA LLC, NJ | $1.7B | 6,393 |
| SOUTHWEST RESEARCH INSTITUTE RETIREMENT PLAN | SOUTHWEST RESEARCH INSTITUTE, TX | $1.7B | 3,229 |
| SYNEOS HEALTH SAVINGS AND RETIREMENT PLAN | SYNEOS HEALTH, NC | $1.6B | 9,827 |
| UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN | UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC., WI | $1.4B | 1,782 |
| HOLOGIC, INC. SAVINGS AND INVESTMENT PLAN | HOLOGIC, INC., MA | $1.2B | 4,179 |
| EVAPCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN | EVAPCO, INC., MD | $1.1B | 1,968 |
| WAWA, INC. 401(K) PLAN | WAWA, INC., PA | $1.1B | 18,984 |
| DEMOULAS (RESTATED) PROFIT SHARING PLAN & TRUST | DEMOULAS SUPER MARKETS, INC., MA | $1.1B | 14,883 |
| THE IRON MOUNTAIN COMPANIES 401(K) PLAN | IRON MOUNTAIN INCORPORATED, PA | $943M | 10,113 |
| HEALTH FIRST RETIREMENT SAVINGS PLAN | HEALTH FIRST SHARED SERVICES, INC., FL | $903M | 9,278 |
| PAREXEL INTERNATIONAL CORPORATION 401(K) RETIREMENT SAVINGS PLAN | PAREXEL INTERNATIONAL CORPORATION, MA | $900M | 5,084 |
| BLUE CROSS AND BLUE SHIELD OF MINNESOTA EMPLOYEE SAVINGS PLAN | BLUE CROSS & BLUE SHIELD OF MINNESOTA, MN | $885M | 2,995 |
| EMPLOYEE OWNED BRANDS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | EMPLOYEE OWNED BRANDS, INC., IA | $875M | 799 |
| THE REYNOLDS AND REYNOLDS COMPANY 401(K) SAVINGS PLAN | DEALER COMPUTER SERVICES, INC., OH | $868M | 5,468 |
| PTC 401K SAVINGS PLAN | PTC INC., MA | $856M | 2,450 |
Showing top 20 of 1,083 plans serviced in 2025.