Citrin Cooperman & Company, LLP
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 Citrin Cooperman & Company, LLP audit?
Citrin Cooperman & Company, LLP was the independent auditor for 472 retirement plan filings (502 audited filings including welfare plans) in plan year 2024, with clients in 20 states and territories — the #21 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 22-2428965 |
| Retirement plan audits (401(k), 403(b), pension) | 472 |
| All audited filings (incl. welfare plans) | 502 |
| States and territories with clients | 20 |
| National rank by retirement plan volume | #21 of 3,956 |
| National rank, all audited filings (league-table basis) | #23 of 4,052 |
| Average client size (participants) | 905 |
| Largest client (participants) | 31,448 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Citrin Cooperman & Company, LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| New York | 125 | 26.5% |
| Massachusetts | 64 | 13.6% |
| Maryland | 36 | 7.6% |
| Ohio | 36 | 7.6% |
| New Jersey | 35 | 7.4% |
| Connecticut | 29 | 6.1% |
| Florida | 26 | 5.5% |
| Virginia | 26 | 5.5% |
| Rhode Island | 20 | 4.2% |
| Pennsylvania | 17 | 3.6% |
| Illinois | 16 | 3.4% |
| California | 15 | 3.2% |
| Washington, D.C. | 6 | 1.3% |
| Texas | 5 | 1.1% |
| Georgia | 4 | 0.8% |
| New Hampshire | 4 | 0.8% |
| Colorado | 3 | 0.6% |
| North Carolina | 1 | 0.2% |
| South Carolina | 1 | 0.2% |
| Washington | 1 | 0.2% |
Largest concentration: New York (125 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Citrin Cooperman & Company, LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 466 | 98.7% |
| Qualified | 1 | 0.2% |
| Disclaimer | 5 | 1.1% |
| 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 Citrin Cooperman & Company, LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Board of Trustees U.F.C.W. Local 1500 Pension Fund | NY | 31,448 |
| Main Line Health, Inc. | PA | 19,438 |
| Saber Healthcare Group, L.L.C | OH | 15,223 |
| Lincoln National Corporation | PA | 13,333 |
| Board of Trustees Ufcw Local 1500 Annuity Fund | NY | 12,939 |
Comparing Citrin Cooperman & Company, LLP with other 401(k) audit firms?
See alternatives to Citrin Cooperman & Company, LLP for 401(k) audits: firms with comparable engagement volume and an overlapping state footprint, drawn from the same Form 5500 data.
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Citrin Cooperman & Company, LLP (EIN 22-2428965) is named as the plan’s independent qualified public accountant. Citrin Cooperman & Company, LLP 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.