Plan Ledger DOL Form 5500 · updated monthly

CBIZ CPAS P.C.auditor

Employee benefit plan audits · plan year 2024 · page 3

Plans audited · 2024
1,100

CBIZ CPAS P.C. was named as the independent auditor on 1,100 large-plan Form 5500 filings for plan year 2024, covering $153.5B in plan assets. 1,068 of those audits carried an unmodified (clean) opinion, 3 were qualified. 27 received a disclaimer of opinion, which is common for plans electing the limited-scope (ERISA 103(a)(3)(C)) audit rather than a sign of trouble.

Audits by year
202552 plans
20241,100 plans
2023783 plans
202234 plans
20216 plans
20202 plans
Plans audited by CBIZ CPAS P.C.1,100
NEW ENGLAND LAW BOSTON MA$87.0M · disclaimer of opinion
WACHTER, INC. KS$79.9M
ACQUIA, INC. MA$79.5M
DYSON, INC. IL$78.2M
AMERICAN COUNCIL ON EDUCATION DC$77.2M · disclaimer of opinion
1ST LLC $76.8M
UNION OF CONCERNED SCIENTISTS, INC. MA$67.8M · disclaimer of opinion
BROOKS SCHOOL MA$66.7M
ENSAFE INC. TN$65.0M
WMK INC OH$62.0M
ACCELA, INC. CA$61.6M
KOVALUS SEPARATION SOLUTIONS, LLC MA$55.9M · qualified audit opinion

Source: DOL Form 5500 Schedule H accountant information, plan year 2024. Firm names appear as reported by plan sponsors.