401(k) Audit Firms in New York
Last updated · Source data: plan year 2024 Form 5500 filings
Who audits the most 401(k) plans in New York?
Bonadio & Co., LLP audited 369 New York plans in plan year 2024, the most of any firm. Overall, 578 firms audited 5,755 plans sponsored in New York; the median audited plan had 391 participants.
Top audit firms for New York plans
| # | Firm | NY plans audited |
|---|---|---|
| 1 | Bonadio & Co., LLP | 369 |
| 2 | PKF O'Connor Davies, LLP | 328 |
| 3 | CBIZ CPAS P.C. | 203 |
| 4 | BDO USA, P.C. | 181 |
| 5 | Caron & Bletzer, PLLC | 171 |
| 6 | Forvis Mazars, LLP | 167 |
| 7 | Baker Tilly US, LLP | 152 |
| 8 | EisnerAmper LLP | 135 |
| 9 | WithumSmith+Brown, PC | 127 |
| 10 | Citrin Cooperman & Company, LLP | 125 |
| 11 | CohnReznick LLP | 115 |
| 12 | Freed Maxick P.C. | 111 |
| 13 | Mengel, Metzger, Barr & Co. LLP | 108 |
| 14 | Grant Thornton LLP | 97 |
| 15 | Grassi & Co., CPAS, P.C. | 91 |
| 16 | CliftonLarsonAllen LLP | 87 |
| 17 | PricewaterhouseCoopers LLP | 77 |
| 18 | Ernst & Young LLP | 75 |
| 19 | Fustcharles LLP | 71 |
| 20 | Crowe LLP | 64 |
| 21 | Novak Francella, LLC | 61 |
| 22 | Efpr Group, CPAS, PLLC | 58 |
| 23 | UHY LLP | 56 |
| 24 | Schultheis & Panettieri, LLP | 54 |
| 25 | Deloitte & Touche LLP | 54 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
New York plan audit market at a glance
| Measure | Value |
|---|---|
| Audited plans sponsored in New York | 5,755 |
| Audit firms with at least one NY engagement | 578 |
| Median audited plan size (participants) | 391 |
| Share of all U.S. audited plans | 7.4% |
Choosing an audit firm in New York
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 New York 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 New York address is not required — plan audits are performed remotely under the same national standards — but local presence can simplify scheduling and walkthroughs.