Bolinger, Segars, Gilbert & Moss
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 Bolinger, Segars, Gilbert & Moss audit?
Bolinger, Segars, Gilbert & Moss was the independent auditor for 20 retirement plan filings (22 audited filings including welfare plans) in plan year 2024, with clients in 2 states and territories — the #504 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 75-0882037 |
| Retirement plan audits (401(k), 403(b), pension) | 20 |
| All audited filings (incl. welfare plans) | 22 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #504 of 3,956 |
| National rank, all audited filings (league-table basis) | #511 of 4,052 |
| Average client size (participants) | 403 |
| Largest client (participants) | 2,236 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Bolinger, Segars, Gilbert & Moss audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Texas | 17 | 85.0% |
| New Mexico | 2 | 10.0% |
Largest concentration: Texas (17 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Bolinger, Segars, Gilbert & Moss issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 18 | 94.7% |
| Qualified | 0 | 0.0% |
| Disclaimer | 1 | 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 Bolinger, Segars, Gilbert & Moss
| Plan sponsor | State | Participants |
|---|---|---|
| Propetro Services, Inc. | TX | 2,236 |
| Associated Supply Company, Inc. | TX | 693 |
| Auto, LLLP DBA Autoinc | TX | 665 |
| Guadalupe Valley Electric Cooperative Inc | TX | 499 |
| Dawson Geophysical Company | TX | 415 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Bolinger, Segars, Gilbert & Moss (EIN 75-0882037) is named as the plan’s independent qualified public accountant. Bolinger, Segars, Gilbert & Moss 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.