Belfint, Lyons & Shuman, 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 Belfint, Lyons & Shuman, P.A. audit?
Belfint, Lyons & Shuman, P.A. was the independent auditor for 150 retirement plan filings (159 audited filings including welfare plans) in plan year 2024, with clients in 23 states and territories — the #75 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 51-0232399 |
| Retirement plan audits (401(k), 403(b), pension) | 150 |
| All audited filings (incl. welfare plans) | 159 |
| States and territories with clients | 23 |
| National rank by retirement plan volume | #75 of 3,956 |
| National rank, all audited filings (league-table basis) | #71 of 4,052 |
| Average client size (participants) | 459 |
| Largest client (participants) | 6,167 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Belfint, Lyons & Shuman, P.A. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Pennsylvania | 38 | 25.3% |
| Delaware | 25 | 16.7% |
| New Jersey | 16 | 10.7% |
| Maryland | 9 | 6.0% |
| New York | 9 | 6.0% |
| California | 7 | 4.7% |
| Florida | 7 | 4.7% |
| Virginia | 7 | 4.7% |
| Washington, D.C. | 5 | 3.3% |
| Texas | 5 | 3.3% |
| Connecticut | 3 | 2.0% |
| Illinois | 3 | 2.0% |
| Arizona | 2 | 1.3% |
| Colorado | 2 | 1.3% |
| Massachusetts | 2 | 1.3% |
| Ohio | 2 | 1.3% |
| Oregon | 2 | 1.3% |
| Alaska | 1 | 0.7% |
| Georgia | 1 | 0.7% |
| Kentucky | 1 | 0.7% |
| North Carolina | 1 | 0.7% |
| Nevada | 1 | 0.7% |
| West Virginia | 1 | 0.7% |
Largest concentration: Pennsylvania (38 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Belfint, Lyons & Shuman, P.A. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 142 | 94.7% |
| Qualified | 0 | 0.0% |
| Disclaimer | 8 | 5.3% |
| 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 Belfint, Lyons & Shuman, P.A.
| Plan sponsor | State | Participants |
|---|---|---|
| Gobrands, Inc. | PA | 6,167 |
| Jako Enterprises, LLC | PA | 3,252 |
| Zenimax Media Inc. | MD | 2,357 |
| Woods Services, Inc. | PA | 2,194 |
| Customink, LLC | VA | 2,087 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Belfint, Lyons & Shuman, P.A. (EIN 51-0232399) is named as the plan’s independent qualified public accountant. Belfint, Lyons & Shuman, 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.