401(k) Audit Firms in Oregon
Last updated · Source data: plan year 2024 Form 5500 filings
Who audits the most 401(k) plans in Oregon?
Baker Tilly US, LLP audited 181 Oregon plans in plan year 2024, the most of any firm. Overall, 156 firms audited 927 plans sponsored in Oregon; the median audited plan had 332 participants.
Top audit firms for Oregon plans
| # | Firm | OR plans audited |
|---|---|---|
| 1 | Baker Tilly US, LLP | 181 |
| 2 | Jones & Roth, P.C. | 69 |
| 3 | CliftonLarsonAllen LLP | 47 |
| 4 | Perkins & Company, P.C. | 47 |
| 5 | Aldrich CPAS and Advisors LLP | 46 |
| 6 | Delap LLP | 36 |
| 7 | Hoffman, Stewart & Schmidt, P.C. | 36 |
| 8 | KBF CPAS - Audit, LLP | 33 |
| 9 | Geffen Mesher & Company, P.C. | 32 |
| 10 | Kernutt Stokes | 21 |
| 11 | Miller Kaplan Arase LLP | 19 |
| 12 | Worthy & Company, LLC | 15 |
| 13 | WithumSmith+Brown, PC | 13 |
| 14 | Aprio LLP | 12 |
| 15 | Dougall Conradie LLC | 9 |
| 16 | Eide Bailly LLP | 9 |
| 17 | Meihaus CPA, PC | 9 |
| 18 | Redw LLC | 8 |
| 19 | Verity Accountancy, PC | 7 |
| 20 | Pension Assurance LLP | 7 |
| 21 | Forvis Mazars, LLP | 7 |
| 22 | Metz CPA, PLLC | 7 |
| 23 | Wicks Emmett LLP | 7 |
| 24 | Kuenzi & Company, LLC | 7 |
| 25 | Grant Thornton LLP | 6 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Oregon plan audit market at a glance
| Measure | Value |
|---|---|
| Audited plans sponsored in Oregon | 927 |
| Audit firms with at least one OR engagement | 156 |
| Median audited plan size (participants) | 332 |
| Share of all U.S. audited plans | 1.2% |
Choosing an audit firm in Oregon
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 Oregon 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 Oregon address is not required — plan audits are performed remotely under the same national standards — but local presence can simplify scheduling and walkthroughs.