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.

Most active in Massachusetts

Caron & Bletzer, PLLC

393Massachusetts plans audited

Top audit firms for Massachusetts plans

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

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

Massachusetts employee benefit plan audits, plan year 2024
MeasureValue
Audited plans sponsored in Massachusetts2,560
Audit firms with at least one MA engagement283
Median audited plan size (participants)343
Share of all U.S. audited plans3.3%

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.