401(k) Audit Firms in Arizona

Last updated · Source data: plan year 2024 Form 5500 filings

Who audits the most 401(k) plans in Arizona?

CBIZ CPAS P.C. audited 98 Arizona plans in plan year 2024, the most of any firm. Overall, 193 firms audited 1,058 plans sponsored in Arizona; the median audited plan had 380 participants.

Most active in Arizona

CBIZ CPAS P.C.

98Arizona plans audited

Top audit firms for Arizona plans

Top 25 firms shown. Counts are retirement plan filings (401(k), 403(b), profit-sharing, and pension) whose sponsor address is in Arizona.

Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.

Arizona plan audit market at a glance

Arizona employee benefit plan audits, plan year 2024
MeasureValue
Audited plans sponsored in Arizona1,058
Audit firms with at least one AZ engagement193
Median audited plan size (participants)380
Share of all U.S. audited plans1.4%

Choosing an audit firm in Arizona

Engagement volume is the most objective public signal of employee benefit plan audit experience: the Department of Labor’s audit quality study found deficiency rates of 76% among CPAs performing one or two plan audits a year, versus 12% at the largest practices. The table above shows which firms do this work in Arizona at real volume.

Beyond volume, ask candidate firms about AICPA Employee Benefit Plan Audit Quality Center membership, who staffs the fieldwork, experience with your recordkeeper and payroll systems, and whether the fee assumes an ERISA Section 103(a)(3)(C) election. A Arizona address is not required — plan audits are performed remotely under the same national standards — but local presence can simplify scheduling and walkthroughs.