Alternatives to CBIZ CPAS P.C. for 401(k) Audits

Peer audit practices selected by overlapping state footprint and similar engagement volume, from plan year 2024 Form 5500 filings. A neutral comparison: no firm pays to appear, and listing is not a recommendation.

Last updated September 6, 2026 · Source data: plan year 2024 Form 5500 filings

Which firms are comparable to CBIZ CPAS P.C. for 401(k) plan audits?

CBIZ CPAS P.C. audited 1,616 retirement plans in plan year 2024 across 48 states and territories (#4 nationally). Closest comparable practices by footprint and volume: BDO USA, P.C. and Caron & Bletzer, PLLC; the table below lists 10 firms with linked profiles.

CBIZ CPAS P.C. at a glance

CBIZ CPAS P.C.: plan year 2024 Form 5500 audit engagements (for comparison)
Measure	Value
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
Average client size (participants)	2,237
Largest client (participants)	645,304
Largest state concentrations	NY 203 · CA 170 · MA 155

Full profile, including opinion mix and largest audited plans: CBIZ CPAS P.C..

Audit firms comparable to CBIZ CPAS P.C.

Peer practices by footprint overlap and engagement volume relative to CBIZ CPAS P.C., plan year 2024
#	Firm	Retirement plans audited	States served	States shared with CBIZ CPAS P.C.	Footprint overlap	Avg. client size
1	BDO USA, P.C.	1,237	45	42	63%	3,242
2	Caron & Bletzer, PLLC	1,133	41	41	60%	863
3	Ernst & Young LLP	519	42	41	70%	21,834
4	RSM US LLP	954	45	42	57%	1,490
5	Crowe LLP	930	40	38	57%	4,730
6	Forvis Mazars, LLP	2,583	52	48	54%	1,981
7	Grant Thornton LLP	781	40	38	61%	5,006
8	CliftonLarsonAllen LLP	3,276	51	48	59%	1,502
9	WithumSmith+Brown, PC	870	39	37	56%	5,491
10	CohnReznick LLP	703	35	34	53%	1,862

Ordered by similarity to CBIZ CPAS P.C., not by size. Footprint overlap is the share of the two firms’ state distributions that coincide (100% = identical state mix). Candidates: firms with between 324 and 8,080 retirement plan audits (within 5× of CBIZ CPAS P.C.’s volume). Average client size is the mean beginning-of-year participant count of the firm’s audited retirement plans.

Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.

Where the footprints overlap

CBIZ CPAS P.C.’s largest states and the comparable firms most active there, plan year 2024
State	CBIZ CPAS P.C. plans	Comparable firms active in the state (plans audited)
New York	203	BDO USA, P.C. (181), Caron & Bletzer, PLLC (171), Forvis Mazars, LLP (167)
California	170	CliftonLarsonAllen LLP (303), WithumSmith+Brown, PC (197), BDO USA, P.C. (76)
Massachusetts	155	Caron & Bletzer, PLLC (393), CliftonLarsonAllen LLP (105), BDO USA, P.C. (60)
Florida	141	Forvis Mazars, LLP (152), CliftonLarsonAllen LLP (84), BDO USA, P.C. (66)
Arizona	98	CliftonLarsonAllen LLP (80), Forvis Mazars, LLP (49), Grant Thornton LLP (15)

State reflects the plan sponsor’s address on Form 5500. Each state link opens the full ranked directory for that state.

How these alternatives were selected

Every firm in the dataset with at least 25 retirement plan audits in plan year 2024 was scored against CBIZ CPAS P.C. on two measures: footprint overlap — how closely its distribution of clients across states matches CBIZ CPAS P.C.’s — and volume similarity — how close its engagement count is on a logarithmic scale. Candidates are first limited to a volume band around CBIZ CPAS P.C.’s count (widened only when fewer than 8 firms qualify), then ranked by a weighted score (60% footprint, 40% volume). Ties resolve by volume, then name. The result is deterministic and rebuilds identically from the same filings.

What the score does not measure: audit quality, fees, staffing, industry focus, or fit for your plan. Volume and footprint indicate which firms do this work at comparable scale in the same places; they are a shortlist, not a verdict. Use each profile’s opinion mix and client-size figures, then the questions in how to switch 401(k) auditors to compare on what matters — EBPAQC membership, peer review results, team continuity, and a like-for-like fee.

Comparable-firm tables for other leading practices

Alternatives pages exist for the 25 largest employee benefit plan audit practices by retirement plan volume in plan year 2024.

About this page

Generated from public U.S. Department of Labor Form 5500 filings in which each firm is named as the plan’s independent qualified public accountant. None of the firms shown supplied, reviewed, or endorsed this comparison, and inclusion is neither a recommendation nor a criticism of any firm, including CBIZ CPAS P.C.. Filing data can contain sponsor-entered errors; corrections are welcome via the about page.