Plan Ledger DOL Form 5500 · updated monthly

CBIZ CPAS P.C.auditor

Employee benefit plan audits · plan year 2024 · page 4

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
WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH MA$55.5M · disclaimer of opinion
OVIVO USA LLC UT$51.7M
RESOURCES FOR THE FUTURE, INC. DC$48.3M · disclaimer of opinion
TORYS LLP NY$47.9M
THE FENN SCHOOL INC. MA$42.0M · disclaimer of opinion
LEADINGAGE, INC. DC$41.3M · disclaimer of opinion
APOTEX CORP FL$39.7M
INTERPARK LLC IL$38.4M

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