Gerson & Assoc CPAS and Advisors PC
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 Gerson & Assoc CPAS and Advisors PC audit?
Gerson & Assoc CPAS and Advisors PC was the independent auditor for 17 retirement plan filings (27 audited filings including welfare plans) in plan year 2024, with clients in 1 state — the #574 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 22-3163246 |
| Retirement plan audits (401(k), 403(b), pension) | 17 |
| All audited filings (incl. welfare plans) | 27 |
| States and territories with clients | 1 |
| National rank by retirement plan volume | #574 of 3,956 |
| National rank, all audited filings (league-table basis) | #416 of 4,052 |
| Average client size (participants) | 1,828 |
| Largest client (participants) | 4,359 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Gerson & Assoc CPAS and Advisors PC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| New Jersey | 17 | 100.0% |
Largest concentration: New Jersey (17 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Gerson & Assoc CPAS and Advisors PC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 15 | 88.2% |
| Qualified | 2 | 11.8% |
| 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 Gerson & Assoc CPAS and Advisors PC
| Plan sponsor | State | Participants |
|---|---|---|
| Joint Pension Fund of Local Union No 102 Ibew Board of Trustees | NJ | 4,359 |
| Ibew Local Union No 102 Surety Plan Board of Trustees | NJ | 3,914 |
| Board of Trustees Local 351 Pension Fund | NJ | 3,556 |
| Refrigeration, A/C & Service Div. (Ua-NJ) Pension Fund | NJ | 3,334 |
| Plumbers and Pipefitters Local 9 Surety Fund | NJ | 2,692 |
Are you Gerson & Assoc CPAS and Advisors PC? Add your ranking badge
Firms in this directory may display their standing on their own site. The badge reads “Ranked #416” — Gerson & Assoc CPAS and Advisors PC’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.
Copy this HTML into your website:
<a href="https://401kauditscout.com/firm/gerson-and-assoc-cpas-and-advisors-pc/"><img src="https://401kauditscout.com/badges/gerson-and-assoc-cpas-and-advisors-pc.svg" alt="Gerson & Assoc CPAS and Advisors PC: ranked #416 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 Gerson & Assoc CPAS and Advisors PC (EIN 22-3163246) is named as the plan’s independent qualified public accountant. Gerson & Assoc CPAS and Advisors PC 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.