Plan Ledger DOL Form 5500 · updated monthly

CBIZ CPAS P.C.auditor

Employee benefit plan audits · plan year 2024 · page 6

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
SOR, INC. KS$28.0M
CERES, INC. MA$28.0M · disclaimer of opinion
WILEN NY$27.4M
DEAN COLLEGE MA$26.7M
MINTED, LLC CA$26.3M
TERROS, INC. AZ$25.8M
HAUSFELD LLP DC$25.4M
BOXOUT, LLC OH$24.5M
CHARLES ARMSTRONG SCHOOL CA$24.4M · disclaimer of opinion
DC PREPARATORY ACADEMY DC$23.4M · disclaimer of opinion
PRIMEPAY, LLC PA$23.0M
REDAPT, INC. WA$22.8M
PHOENIX HOUSE FOUNDATION INC. NY$21.8M · disclaimer of opinion

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