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

Belfint, Lyons & Shuman, P.A.: plan year 2024 Form 5500 audit engagements
MeasureValue
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 clients23
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?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Pennsylvania3825.3%
Delaware2516.7%
New Jersey1610.7%
Maryland96.0%
New York96.0%
California74.7%
Florida74.7%
Virginia74.7%
Washington, D.C.53.3%
Texas53.3%
Connecticut32.0%
Illinois32.0%
Arizona21.3%
Colorado21.3%
Massachusetts21.3%
Ohio21.3%
Oregon21.3%
Alaska10.7%
Georgia10.7%
Kentucky10.7%
North Carolina10.7%
Nevada10.7%
West Virginia10.7%

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?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)14294.7%
Qualified00.0%
Disclaimer85.3%
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 Belfint, Lyons & Shuman, P.A.

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Gobrands, Inc.PA6,167
Jako Enterprises, LLCPA3,252
Zenimax Media Inc.MD2,357
Woods Services, Inc.PA2,194
Customink, LLCVA2,087

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Belfint, Lyons & Shuman, P.A.: ranked #71 for 401(k) plan audits by 401k Audit Scout, 2026

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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.