Calvetti Ferguson
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 Calvetti Ferguson audit?
Calvetti Ferguson was the independent auditor for 91 retirement plan filings (94 audited filings including welfare plans) in plan year 2024, with clients in 15 states and territories — the #124 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 13-4255527 |
| Retirement plan audits (401(k), 403(b), pension) | 91 |
| All audited filings (incl. welfare plans) | 94 |
| States and territories with clients | 15 |
| National rank by retirement plan volume | #124 of 3,956 |
| National rank, all audited filings (league-table basis) | #125 of 4,052 |
| Average client size (participants) | 697 |
| Largest client (participants) | 9,084 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Calvetti Ferguson audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Texas | 77 | 84.6% |
| Alabama | 1 | 1.1% |
| Arkansas | 1 | 1.1% |
| California | 1 | 1.1% |
| Colorado | 1 | 1.1% |
| Georgia | 1 | 1.1% |
| Massachusetts | 1 | 1.1% |
| Missouri | 1 | 1.1% |
| Mississippi | 1 | 1.1% |
| North Carolina | 1 | 1.1% |
| New Jersey | 1 | 1.1% |
| New York | 1 | 1.1% |
| Oklahoma | 1 | 1.1% |
| Tennessee | 1 | 1.1% |
| Wyoming | 1 | 1.1% |
Largest concentration: Texas (77 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Calvetti Ferguson issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 90 | 98.9% |
| Qualified | 1 | 1.1% |
| Disclaimer | 0 | 0.0% |
| 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 Calvetti Ferguson
| Plan sponsor | State | Participants |
|---|---|---|
| McDermott Investments | TX | 9,084 |
| Eym Group, Inc. | TX | 6,827 |
| KLX Energy Services Holdings, Inc | TX | 2,504 |
| Ranger Energy Services, LLC | TX | 2,198 |
| Zips Car Wash, LLC | TX | 1,946 |
Are you Calvetti Ferguson? Add your ranking badge
Firms in this directory may display their standing on their own site. The badge reads “Ranked #125” — Calvetti Ferguson’s position among 4,052 U.S. firms by audited Form 5500 filings in plan year 2024, the same ordering as the national rankings. It is a static SVG served from this domain, links back to this profile, and is regenerated with every data refresh, so the number stays current without any change on your end.
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Calvetti Ferguson (EIN 13-4255527) is named as the plan’s independent qualified public accountant. Calvetti Ferguson 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.