Baker Tilly US, 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 Baker Tilly US, LLP audit?
Baker Tilly US, LLP was the independent auditor for 7 retirement plan filings in plan year 2024, with clients in 6 states and territories — the #1,056 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 30-1413343 |
| Retirement plan audits (401(k), 403(b), pension) | 7 |
| All audited filings (incl. welfare plans) | 7 |
| States and territories with clients | 6 |
| National rank by retirement plan volume | #1,056 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,114 of 4,052 |
| Average client size (participants) | 1,715 |
| Largest client (participants) | 7,773 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Baker Tilly US, LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| West Virginia | 2 | 28.6% |
| California | 1 | 14.3% |
| Oregon | 1 | 14.3% |
| Pennsylvania | 1 | 14.3% |
| Texas | 1 | 14.3% |
| Virginia | 1 | 14.3% |
Largest concentration: West Virginia (2 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Baker Tilly US, LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 7 | 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 Baker Tilly US, LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Core Natural Resources, Inc. | PA | 7,773 |
| Jim Koons Management Company, Inc. | VA | 1,159 |
| Leupold & Stevens, Inc. | OR | 1,037 |
| Steptoe & Johnson PLLC | WV | 840 |
| Burke & Herbert Finanical Services Corp. | WV | 620 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Baker Tilly US, LLP (EIN 30-1413343) is named as the plan’s independent qualified public accountant. Baker Tilly US, 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.