401(k) Audit Firms in Texas
Last updated · Source data: plan year 2024 Form 5500 filings
Who audits the most 401(k) plans in Texas?
Baker Tilly US, LLP audited 308 Texas plans in plan year 2024, the most of any firm. Overall, 576 firms audited 4,845 plans sponsored in Texas; the median audited plan had 383 participants.
Top audit firms for Texas plans
| # | Firm | TX plans audited |
|---|---|---|
| 1 | Baker Tilly US, LLP | 308 |
| 2 | Weaver and Tidwell, LLP | 273 |
| 3 | Forvis Mazars, LLP | 217 |
| 4 | Whitley Penn LLP | 197 |
| 5 | Crowe LLP | 148 |
| 6 | PriceKubecka, PLLC | 121 |
| 7 | Melton & Melton, LLP | 117 |
| 8 | BDO USA, P.C. | 102 |
| 9 | CliftonLarsonAllen LLP | 102 |
| 10 | Doeren Mayhew Assurance | 82 |
| 11 | Calvetti Ferguson | 77 |
| 12 | Armanino LLP | 77 |
| 13 | Harper & Pearson Company, P.C. | 68 |
| 14 | WithumSmith+Brown, PC | 67 |
| 15 | Peggy S. Edge, CPA, LLC | 59 |
| 16 | The CJ CPA Group, PLLC | 56 |
| 17 | Lane Gorman Trubitt, LLC | 52 |
| 18 | McConnell & Jones LLP | 51 |
| 19 | Pension Assurance LLP | 48 |
| 20 | Ham, Langston & Brezina, LLP | 48 |
| 21 | ADKF, P.C. | 46 |
| 22 | Ernst & Young LLP | 45 |
| 23 | Weinstein Spira & Company, P.C. | 45 |
| 24 | Grant Thornton LLP | 42 |
| 25 | HM&M Group, LLC | 42 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Texas plan audit market at a glance
| Measure | Value |
|---|---|
| Audited plans sponsored in Texas | 4,845 |
| Audit firms with at least one TX engagement | 576 |
| Median audited plan size (participants) | 383 |
| Share of all U.S. audited plans | 6.3% |
Choosing an audit firm in Texas
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 Texas 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 Texas address is not required — plan audits are performed remotely under the same national standards — but local presence can simplify scheduling and walkthroughs.