Baratz & Associates, P.A.
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 Baratz & Associates, P.A. audit?
Baratz & Associates, P.A. was the independent auditor for 35 retirement plan filings (45 audited filings including welfare plans) in plan year 2024, with clients in 8 states and territories — the #311 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 22-2212404 |
| Retirement plan audits (401(k), 403(b), pension) | 35 |
| All audited filings (incl. welfare plans) | 45 |
| States and territories with clients | 8 |
| National rank by retirement plan volume | #311 of 3,956 |
| National rank, all audited filings (league-table basis) | #252 of 4,052 |
| Average client size (participants) | 3,141 |
| Largest client (participants) | 62,667 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Baratz & Associates, P.A. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| New Jersey | 21 | 60.0% |
| Pennsylvania | 6 | 17.1% |
| Florida | 2 | 5.7% |
| New York | 2 | 5.7% |
| Connecticut | 1 | 2.9% |
| Washington, D.C. | 1 | 2.9% |
| Indiana | 1 | 2.9% |
| Michigan | 1 | 2.9% |
Largest concentration: New Jersey (21 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Baratz & Associates, P.A. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 34 | 97.1% |
| Qualified | 0 | 0.0% |
| Disclaimer | 1 | 2.9% |
| 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 Baratz & Associates, P.A.
| Plan sponsor | State | Participants |
|---|---|---|
| Trustees of Ufcw Retirement and Savings Plan | NJ | 62,667 |
| Local 360 Labor-Management Pension Fund | NJ | 5,346 |
| Trucking Employees of North Jersey Pension Fund | NJ | 5,254 |
| TNG International Pension Fund | DC | 4,981 |
| Board of Trustees of the District 65 Pension Plan | NJ | 4,224 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Baratz & Associates, P.A. (EIN 22-2212404) is named as the plan’s independent qualified public accountant. Baratz & Associates, P.A. 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.