Jones & Roth, P.C.
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 Jones & Roth, P.C. audit?
Jones & Roth, P.C. was the independent auditor for 84 retirement plan filings (86 audited filings including welfare plans) in plan year 2024, with clients in 6 states and territories — the #136 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 93-0819646 |
| Retirement plan audits (401(k), 403(b), pension) | 84 |
| All audited filings (incl. welfare plans) | 86 |
| States and territories with clients | 6 |
| National rank by retirement plan volume | #136 of 3,956 |
| National rank, all audited filings (league-table basis) | #140 of 4,052 |
| Average client size (participants) | 903 |
| Largest client (participants) | 14,284 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Jones & Roth, P.C. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Oregon | 69 | 82.1% |
| Washington | 7 | 8.3% |
| North Carolina | 4 | 4.8% |
| Alaska | 2 | 2.4% |
| California | 1 | 1.2% |
| Idaho | 1 | 1.2% |
Largest concentration: Oregon (69 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Jones & Roth, P.C. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 84 | 100.0% |
| Qualified | 0 | 0.0% |
| 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 Jones & Roth, P.C.
| Plan sponsor | State | Participants |
|---|---|---|
| Jeld-Wen Holding, Inc. | NC | 14,284 |
| Jeld-Wen, Inc. | NC | 9,083 |
| Les Schwab Warehouse Center, LLC | OR | 8,433 |
| Empres Healthcare Group, Inc | WA | 3,247 |
| Empres Healthcare, Inc. | WA | 2,733 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Jones & Roth, P.C. (EIN 93-0819646) is named as the plan’s independent qualified public accountant. Jones & Roth, P.C. 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.