Jefferson Urian Doane & Sterner, PA

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 Jefferson Urian Doane & Sterner, PA audit?

Jefferson Urian Doane & Sterner, PA was the independent auditor for 1 retirement plan filing in plan year 2024, with clients in 1 state — the #3,168 practice nationally by volume.

Practice at a glance

Jefferson Urian Doane & Sterner, PA: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)51-0212284
Retirement plan audits (401(k), 403(b), pension)1
All audited filings (incl. welfare plans)1
States and territories with clients1
National rank by retirement plan volume#3,168 of 3,956
National rank, all audited filings (league-table basis)#3,356 of 4,052
Average client size (participants)331
Largest client (participants)331

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

Where does Jefferson Urian Doane & Sterner, PA audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Delaware1100.0%

Largest concentration: Delaware (1 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Jefferson Urian Doane & Sterner, PA issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)1100.0%
Qualified00.0%
Disclaimer00.0%
Adverse00.0%

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 Jefferson Urian Doane & Sterner, PA

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Tunnell Companies, LPDE331

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Jefferson Urian Doane & Sterner, PA (EIN 51-0212284) is named as the plan’s independent qualified public accountant. Jefferson Urian Doane & Sterner, PA 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.