Bacheler & Company, P.C.
Employee benefit plan audit practice profile, built from plan year 2024 Form 5500 filings.
Last updated · Source data: plan year 2024 Form 5500 filings
How many 401(k) plans does Bacheler & Company, P.C. audit?
Bacheler & Company, P.C. was the independent auditor for 10 retirement plan filings (15 audited filings including welfare plans) in plan year 2024, with clients in 4 states and territories — the #812 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 23-2978066 |
| Retirement plan audits (401(k), 403(b), pension) | 10 |
| All audited filings (incl. welfare plans) | 15 |
| States and territories with clients | 4 |
| National rank by retirement plan volume | #812 of 3,956 |
| National rank, all audited filings (league-table basis) | #652 of 4,052 |
| Average client size (participants) | 1,266 |
| Largest client (participants) | 6,257 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Bacheler & Company, P.C. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Pennsylvania | 6 | 60.0% |
| New Jersey | 2 | 20.0% |
| Delaware | 1 | 10.0% |
| New York | 1 | 10.0% |
Largest concentration: Pennsylvania (6 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Bacheler & Company, P.C. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 9 | 90.0% |
| Qualified | 0 | 0.0% |
| Disclaimer | 1 | 10.0% |
| Adverse | 0 | 0.0% |
As coded on Schedule H. A disclaimer here usually reflects the legacy limited-scope reporting convention (now the ERISA Section 103(a)(3)(C) election), not a failed audit — see the methodology.
Largest plans audited by Bacheler & Company, P.C.
| Plan sponsor | State | Participants |
|---|---|---|
| Napa Management Services Corporation | NY | 6,257 |
| Warehouse Employees Union Local 169 and Employers Joint Pension Fund | PA | 3,461 |
| Warehouse Employees Local 169 & Particip Employers Joint Severance Fun | PA | 795 |
| Malvern Health, Inc. | PA | 550 |
| Newspaper and Magazine Employees Union and Philadelphia Publishers Pen | PA | 456 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Bacheler & Company, P.C. (EIN 23-2978066) is named as the plan’s independent qualified public accountant. Bacheler & Company, P.C. did not supply, review, or endorse this information, and inclusion is not a recommendation. Filing data can contain sponsor-entered errors; corrections are welcome via the about page.