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 2 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #1,959 practice nationally by volume.

Practice at a glance

Baker Tilly US LLP: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)39-0855910
Retirement plan audits (401(k), 403(b), pension)2
All audited filings (incl. welfare plans)2
States and territories with clients2
National rank by retirement plan volume#1,959 of 3,956
National rank, all audited filings (league-table basis)#2,173 of 4,052
Average client size (participants)779
Largest client (participants)938

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?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Washington, D.C.150.0%
Washington150.0%

Largest concentration: Washington, D.C. (1 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Baker Tilly US LLP issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)2100.0%
Qualified00.0%
Disclaimer00.0%
Adverse00.0%

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

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Customer Value Partners, LLCDC938
Mud Bay, Inc.WA620

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Baker Tilly US LLP (EIN 39-0855910) 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.