401(k) Audit Firms in Delaware

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

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

Belfint, Lyons & Shuman, P.A. audited 25 Delaware plans in plan year 2024, the most of any firm. Overall, 92 firms audited 231 plans sponsored in Delaware; the median audited plan had 356 participants.

Most active in Delaware

Belfint, Lyons & Shuman, P.A.

25Delaware plans audited

Top audit firms for Delaware plans

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

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

Delaware plan audit market at a glance

Delaware employee benefit plan audits, plan year 2024
MeasureValue
Audited plans sponsored in Delaware231
Audit firms with at least one DE engagement92
Median audited plan size (participants)356
Share of all U.S. audited plans0.3%

Choosing an audit firm in Delaware

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 Delaware 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 Delaware address is not required — plan audits are performed remotely under the same national standards — but local presence can simplify scheduling and walkthroughs.