Plan Ledger DOL Form 5500 · updated monthly

FORVIS MAZARS, LLPauditor

Employee benefit plan audits · plan year 2024 · page 2

Plans audited · 2024
1,762

FORVIS MAZARS, LLP was named as the independent auditor on 1,762 large-plan Form 5500 filings for plan year 2024, covering $278.1B in plan assets. 1,721 of those audits carried an unmodified (clean) opinion, 2 were qualified. 39 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
2025103 plans
20241,762 plans
20231,772 plans
202259 plans
20215 plans
20203 plans
Plans audited by FORVIS MAZARS, LLP1,762
BAPTIST HEALTH AR$443.7M
MISO IN$421.2M
AMERICAN HEART ASSOCIATION, INC. TX$398.4M · disclaimer of opinion
HOULIHAN LOKEY CA$396.4M
HOK GROUP, INC. MO$361.8M
EIMFL LLC FL$349.6M
CARPENTER CO. VA$348.4M
FREDERICK HEALTH, INC. MD$320.9M · disclaimer of opinion
TOWNEBANK VA$320.2M
RS&H, INC. FL$296.4M
VNS HEALTH NY$290.6M
ANTHOLOGY INC. FL$270.1M
MMC CORP KS$261.8M
STRIDE, INC. VA$257.7M
HORACE MANN SCHOOL NY$252.2M · disclaimer of opinion
TRANE U.S. INC. NC$248.4M
WASHINGTON REGIONAL MEDICAL SYSTEM AR$240.5M · qualified audit opinion
ANMED HEALTH SC$237.0M

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