401(k) Audit Firms in Ohio

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

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

Clark, Schaefer, Hackett & Co. audited 258 Ohio plans in plan year 2024, the most of any firm. Overall, 316 firms audited 3,121 plans sponsored in Ohio; the median audited plan had 350 participants.

Most active in Ohio

Clark, Schaefer, Hackett & Co.

258Ohio plans audited

Top audit firms for Ohio plans

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

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

Ohio plan audit market at a glance

Ohio employee benefit plan audits, plan year 2024
MeasureValue
Audited plans sponsored in Ohio3,121
Audit firms with at least one OH engagement316
Median audited plan size (participants)350
Share of all U.S. audited plans4.0%

Choosing an audit firm in Ohio

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