Baerg & Associates, LLP
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 Baerg & Associates, LLP audit?
Baerg & Associates, LLP was the independent auditor for 6 retirement plan filings (7 audited filings including welfare plans) in plan year 2024, with clients in 1 state — the #1,152 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 81-4772345 |
| Retirement plan audits (401(k), 403(b), pension) | 6 |
| All audited filings (incl. welfare plans) | 7 |
| States and territories with clients | 1 |
| National rank by retirement plan volume | #1,152 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,170 of 4,052 |
| Average client size (participants) | 544 |
| Largest client (participants) | 1,191 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Baerg & Associates, LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| California | 6 | 100.0% |
Largest concentration: California (6 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Baerg & Associates, LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 6 | 100.0% |
| Qualified | 0 | 0.0% |
| Disclaimer | 0 | 0.0% |
| 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 Baerg & Associates, LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Sante Health Systems, Inc. | CA | 1,191 |
| Ridgecrest Regional Hospital | CA | 1,167 |
| Jim Burke Ford | CA | 333 |
| Charles Matoian Enterprises, Inc | CA | 242 |
| Keiser Corporation | CA | 203 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Baerg & Associates, LLP (EIN 81-4772345) is named as the plan’s independent qualified public accountant. Baerg & Associates, LLP 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.