CBIZ
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 audit?
CBIZ was the independent auditor for 8 retirement plan filings in plan year 2024, with clients in 7 states and territories — the #980 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 22-2769024 |
| Retirement plan audits (401(k), 403(b), pension) | 8 |
| All audited filings (incl. welfare plans) | 8 |
| States and territories with clients | 7 |
| National rank by retirement plan volume | #980 of 3,956 |
| National rank, all audited filings (league-table basis) | #1,015 of 4,052 |
| Average client size (participants) | 3,277 |
| Largest client (participants) | 19,338 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does CBIZ audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Virginia | 2 | 25.0% |
| California | 1 | 12.5% |
| Connecticut | 1 | 12.5% |
| Nevada | 1 | 12.5% |
| Oklahoma | 1 | 12.5% |
| Pennsylvania | 1 | 12.5% |
| Tennessee | 1 | 12.5% |
Largest concentration: Virginia (2 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does CBIZ issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 6 | 75.0% |
| Qualified | 2 | 25.0% |
| 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 CBIZ
| Plan sponsor | State | Participants |
|---|---|---|
| Ikea North America Services, LLC | PA | 19,338 |
| Jennings Road Management Corp. | CT | 2,306 |
| Guest Services, Inc. | VA | 2,028 |
| Makita USA, Inc. | CA | 1,098 |
| Spring Dental | OK | 1,005 |
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Firms in this directory may display their standing on their own site. The badge reads “Ranked #1,015” — CBIZ’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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<a href="https://401kauditscout.com/firm/cbiz/"><img src="https://401kauditscout.com/badges/cbiz.svg" alt="CBIZ: ranked #1,015 for 401(k) plan audits by 401k Audit Scout, 2026" width="360" height="80" loading="lazy"></a>Please keep the badge unmodified and linked to this profile. Rank reflects engagement volume as filed, not audit quality — see the methodology.
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which CBIZ (EIN 22-2769024) is named as the plan’s independent qualified public accountant. CBIZ 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.