CBIZ CPAS P.C.
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 CBIZ CPAS P.C. audit?
CBIZ CPAS P.C. was the independent auditor for 1,616 retirement plan filings (1,663 audited filings including welfare plans) in plan year 2024, with clients in 48 states and territories — the #4 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 43-1947695 |
| Retirement plan audits (401(k), 403(b), pension) | 1,616 |
| All audited filings (incl. welfare plans) | 1,663 |
| States and territories with clients | 48 |
| National rank by retirement plan volume | #4 of 3,956 |
| National rank, all audited filings (league-table basis) | #4 of 4,052 |
| Average client size (participants) | 2,237 |
| Largest client (participants) | 645,304 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does CBIZ CPAS P.C. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| New York | 203 | 12.6% |
| California | 170 | 10.5% |
| Massachusetts | 155 | 9.6% |
| Florida | 141 | 8.7% |
| Arizona | 98 | 6.1% |
| Ohio | 73 | 4.5% |
| Indiana | 66 | 4.1% |
| Pennsylvania | 61 | 3.8% |
| New Jersey | 58 | 3.6% |
| Connecticut | 57 | 3.5% |
| Tennessee | 48 | 3.0% |
| Illinois | 45 | 2.8% |
| Missouri | 44 | 2.7% |
| Texas | 41 | 2.5% |
| Kansas | 37 | 2.3% |
| Washington | 36 | 2.2% |
| Colorado | 31 | 1.9% |
| Rhode Island | 30 | 1.9% |
| Washington, D.C. | 25 | 1.5% |
| Virginia | 25 | 1.5% |
| Georgia | 20 | 1.2% |
| Iowa | 19 | 1.2% |
| Michigan | 15 | 0.9% |
| Maryland | 14 | 0.9% |
| Minnesota | 14 | 0.9% |
| Utah | 13 | 0.8% |
| North Carolina | 12 | 0.7% |
| Maine | 6 | 0.4% |
| Nebraska | 6 | 0.4% |
| South Carolina | 6 | 0.4% |
| Oklahoma | 5 | 0.3% |
| Oregon | 5 | 0.3% |
| Delaware | 4 | 0.2% |
| New Hampshire | 4 | 0.2% |
| Wisconsin | 4 | 0.2% |
| Alaska | 3 | 0.2% |
| Idaho | 3 | 0.2% |
| Kentucky | 3 | 0.2% |
| Mississippi | 3 | 0.2% |
| New Mexico | 2 | 0.1% |
| Nevada | 2 | 0.1% |
| Vermont | 2 | 0.1% |
| Alabama | 1 | 0.1% |
| Arkansas | 1 | 0.1% |
| Hawaii | 1 | 0.1% |
| Louisiana | 1 | 0.1% |
| West Virginia | 1 | 0.1% |
| Wyoming | 1 | 0.1% |
Largest concentration: New York (203 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does CBIZ CPAS P.C. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 1,575 | 97.5% |
| Qualified | 4 | 0.2% |
| Disclaimer | 36 | 2.2% |
| 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 CBIZ CPAS P.C.
| Plan sponsor | State | Participants |
|---|---|---|
| Paychex Retirement LLC | NY | 645,304 |
| American Airlines, Inc. - Retirement | TX | 114,844 |
| Oasis Outsourcing Holdings, Inc. and Its Affiliates | FL | 113,807 |
| Southwest Airlines Co. | TX | 87,191 |
| The Cleveland Clinic Foundation | OH | 81,999 |
Comparing CBIZ CPAS P.C. with other 401(k) audit firms?
See alternatives to CBIZ CPAS P.C. for 401(k) audits: firms with comparable engagement volume and an overlapping state footprint, drawn from the same Form 5500 data.
Are you CBIZ CPAS P.C.? Add your ranking badge
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which CBIZ CPAS P.C. (EIN 43-1947695) is named as the plan’s independent qualified public accountant. CBIZ CPAS P.C. 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.