Plan Ledger DOL Form 5500 · updated monthly

CBIZ CPAS P.C.auditor

Employee benefit plan audits · plan year 2024 · page 5

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
NXG, LLC AZ$36.7M
DIESEL DIRECT MA$33.9M
CATALYST INC. NY$33.3M
PLAYFLY, LLC PA$32.4M
LARGO CONCRETE, INC. CA$29.2M · disclaimer of opinion
OAC SERVICES WA$28.9M
PRC-SALTILLO OH$28.7M

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