Forvis Mazars 401(k) and pension plans

Forvis Mazars, LLP, Springfield, MO. EIN 44-0160260. Annual reports 2009–2024. Also filed as Goodman & Company, L.L.P.; Dixon Hughes Goodman LLP; Dixon Hughes Goodman, LLP; Forvis, LLP.

Forvis Mazars, LLP has 3 active retirement plans on file. The largest is the Forvis Mazars, LLP Employees Savings Plan II, with 5,251 participants and $881 million in assets in 2024. Schwab has been its recordkeeper since 2023.

Active plans: 3
Participants: 10,599
Plan assets: $1.8 billion
401(k) recordkeeper: Schwab
Plans on file: 6
Industry: Professional services

All 6 plans

Active plans first

Forvis Mazars, LLP Employees Savings Plan II

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 018Employer EIN 44-0160260
Participants (2024): 5,251
Net assets (2024): $881 million
Recordkeeper: Schwab2023–2024
Plan administrator: Forvis Mazars Retirement Committee
910 E. ST. Louis Street, Suite 400
Springfield, MO 65806
(417) 831-7283As filed for 2024
In effect since: June 1, 2022

Earlier sponsor: Forvis, LLP (2022–2023).

Earlier plan names: Forvis, LLP Employees' Savings Plan II.

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,251	$881 million	Schwab
2023	5,116	$732 million	Schwab
2022	1,319	$240 million	not listed

Forvis Mazars, LLP Employees' Savings Plan I

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 017Employer EIN 44-0160260
Participants (2024): 5,196
Net assets (2024): $955 million
Recordkeeper: SchwabEarlier: Fidelity (2009–2022)
Plan administrator: Forvis Mazars Retirement Committee
910 E. ST. Louis Street, Suite 400
Springfield, MO 65806
(417) 831-7283As filed for 2024
In effect since: January 1, 1987

Plans merged into this one: Dixon Hughes Goodman LLP 401(k) Retirement Plan (2022).

Earlier sponsors: BKD, LLP (2009–2021); Forvis, LLP (2022–2023).

Earlier plan names: BKD, LLP Employees' Savings Trust; Forvis, LLP Employees' Savings Plan I.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,196	$955 million	Schwab
2023	5,007	$784 million	Schwab
2022	5,814	$1.0 billion	Fidelity
2021	5,342	$666 million	Fidelity
2020	4,649	$719 million	Fidelity
2019	4,196	$538 million	Fidelity
2018	4,384	$492 million	Fidelity
2017	4,028	$472 million	Fidelity
2016	3,826	$422 million	Fidelity
2015	3,667	$362 million	Fidelity
2014	3,500	$362 million	Fidelity
2013	3,179	$332 million	Fidelity
2012	2,933	$292 million	Fidelity
2011	2,534	$243 million	Fidelity
2010	2,438	$250 million	Fidelity
2009	2,538	$199 million	Fidelity

The Hometown Savings Bank Employee 401(k) Plan and Trust

401(k)Active

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 002Employer EIN 44-0160260
Participants (2023): 152
Net assets (2023): $13.8 million
Recordkeeper: Ameritas2023
Plan administrator: The Hometown Savings Bank
P.O. Box 9629
Terre Haute, IN 47808
(812) 244-5145As filed for 2023
In effect since: January 1, 1987

BKD, LLP Cash Balance Pension Plan

Cash balance pension, frozenMergedUnion (multiemployer)

Merged. In 2023 its assets moved to the BKD, LLP Employees' Savings Trust (EIN 44-0160260, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 021Employer EIN 44-0160260
Participants (2021): 303
Net assets (2021): $137 million
Plan administrator: Forvis, LLP
910 E. Saint Louis Street, Ste 400
Springfield, MO 65806
(417) 831-7283As filed for 2023
In effect since: June 1, 2000

Earlier sponsors: BKD, LLP (2009–2021); Forvis Mazars, LLP (2022).

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	0	$69,901	not listed
2021	303	$137 million	not listed
2020	300	$144 million	not listed
2019	295	$130 million	not listed
2018	294	$114 million	not listed
2017	282	$105 million	not listed
2016	270	$99.6 million	not listed
2015	265	$88.4 million	not listed
2014	264	$82.1 million	not listed
2013	245	$72.6 million	not listed
2012	243	$61.6 million	not listed
2011	245	$51.3 million	not listed
2010	247	$44.9 million	not listed
2009	257	$32.3 million	not listed

Dixon Hughes Goodman LLP Cash Balance Plan

Cash balance pension, frozenClosed

Closed. The plan filed its final annual report for 2022, which means its assets were paid out or moved and it no longer exists.

Plan number: 025Employer EIN 44-0160260
Participants (2021): 211
Net assets (2021): $8.9 million
Plan administrator: Forvis, LLP
1831 Eastchester Drive
High Point, NC 27265
(336) 822-4339As filed for 2022
In effect since: June 1, 2020

Earlier sponsors: Goodman & Company, L.L.P. (2009); Dixon Hughes Goodman LLP (2010–2011).

Earlier plan names: Goodman & Company 401(k) Profit Sharing Plan; Dixon Hughes Goodman 401(k) Retirement Plan (#002).

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	not listed
2021	211	$8.9 million	not listed
2011	0	$0	not listed
2010	825	$60.8 million	not listed
2009	628	$48.9 million	not listed

Dixon Hughes Goodman LLP 401(k) Retirement Plan

401(k)Merged

Merged. In 2022 its assets moved to the Forvis, LLP Employees Savings Plan I, sponsored by Forvis Mazars, LLP (EIN 44-0160260, plan 017). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 56-0747981
Participants (2021): 3,548
Net assets (2021): $462 million
Recordkeeper: Vanguard2009–2022
Plan administrator: Forvis, LLP
1831 Eastchester Drive
High Point, NC 27265
(336) 822-4339As filed for 2022
In effect since: January 1, 1989

Earlier sponsors: Dixon Hughes PLLC (2009); Dixon Hughes Goodman LLP (2010–2020).

Earlier plan names: Dixon Hughes PLLC 401(k) Retirement Plan.

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	Vanguard
2021	3,548	$462 million	Vanguard
2020	3,213	$473 million	Vanguard
2019	3,338	$355 million	Vanguard
2018	3,161	$326 million	Vanguard
2017	3,212	$321 million	Vanguard
2016	2,957	$288 million	Vanguard
2015	2,408	$242 million	Vanguard
2014	2,261	$242 million	Vanguard
2013	2,078	$219 million	Vanguard
2012	2,053	$190 million	Vanguard
2011	1,973	$155 million	Vanguard
2010	1,395	$96.9 million	Vanguard
2009	1,265	$76.3 million	Vanguard

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Forvis Mazars, LLP Employees Savings Plan II. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((417) 831-7283). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 6 plans

Forvis Mazars, LLP Employees Savings Plan II

Forvis Mazars, LLP Employees' Savings Plan I

The Hometown Savings Bank Employee 401(k) Plan and Trust

BKD, LLP Cash Balance Pension Plan

Dixon Hughes Goodman LLP Cash Balance Plan

Dixon Hughes Goodman LLP 401(k) Retirement Plan

If you had money in one of these plans

What these numbers are

Other professional services employers in MO