401(k) Audit Firms in Massachusetts
Last updated · Source data: plan year 2024 Form 5500 filings
Who audits the most 401(k) plans in Massachusetts?
Caron & Bletzer, PLLC audited 393 Massachusetts plans in plan year 2024, the most of any firm. Overall, 283 firms audited 2,560 plans sponsored in Massachusetts; the median audited plan had 343 participants.
Top audit firms for Massachusetts plans
| # | Firm | MA plans audited |
|---|---|---|
| 1 | Caron & Bletzer, PLLC | 393 |
| 2 | AAFCPAs, Inc. | 161 |
| 3 | CBIZ CPAS P.C. | 155 |
| 4 | Gray, Gray & Gray, LLP | 112 |
| 5 | CliftonLarsonAllen LLP | 105 |
| 6 | Baker Tilly US, LLP | 71 |
| 7 | Johnson Oconnor Feron & Carucci LLP | 70 |
| 8 | Citrin Cooperman & Company, LLP | 64 |
| 9 | BDO USA, P.C. | 60 |
| 10 | Wolf & Company, P.C. | 57 |
| 11 | WithumSmith+Brown, PC | 56 |
| 12 | RSM US LLP | 55 |
| 13 | CohnReznick LLP | 48 |
| 14 | Kahn, Litwin, Renza & Co., LTD. | 42 |
| 15 | Stowe & Degon LLC | 40 |
| 16 | Forvis Mazars, LLP | 40 |
| 17 | PKF O'Connor Davies, LLP | 39 |
| 18 | PricewaterhouseCoopers LLP | 37 |
| 19 | Baker Newman & Noyes LLC | 36 |
| 20 | Meyers Brothers Kalicka, P.C. | 35 |
| 21 | Ernst & Young LLP | 31 |
| 22 | BDMP Assurance, LLP | 28 |
| 23 | Leonard, Mulherin & Greene, P.C. | 27 |
| 24 | Boivin & Associates, CPAS, PLLC | 22 |
| 25 | Litmangerson Associates, LLP | 20 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Massachusetts plan audit market at a glance
| Measure | Value |
|---|---|
| Audited plans sponsored in Massachusetts | 2,560 |
| Audit firms with at least one MA engagement | 283 |
| Median audited plan size (participants) | 343 |
| Share of all U.S. audited plans | 3.3% |
Choosing an audit firm in Massachusetts
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 Massachusetts 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 Massachusetts address is not required — plan audits are performed remotely under the same national standards — but local presence can simplify scheduling and walkthroughs.