Long & Associates
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 Long & Associates audit?
Long & Associates was the independent auditor for 20 retirement plan filings in plan year 2024, with clients in 10 states and territories — the #515 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 35-2009629 |
| Retirement plan audits (401(k), 403(b), pension) | 20 |
| All audited filings (incl. welfare plans) | 20 |
| States and territories with clients | 10 |
| National rank by retirement plan volume | #515 of 3,956 |
| National rank, all audited filings (league-table basis) | #529 of 4,052 |
| Average client size (participants) | 362 |
| Largest client (participants) | 1,731 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Long & Associates audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Indiana | 5 | 25.0% |
| Maryland | 3 | 15.0% |
| Virginia | 3 | 15.0% |
| Arkansas | 2 | 10.0% |
| New Jersey | 2 | 10.0% |
| Georgia | 1 | 5.0% |
| Kansas | 1 | 5.0% |
| Massachusetts | 1 | 5.0% |
| Missouri | 1 | 5.0% |
| New York | 1 | 5.0% |
Largest concentration: Indiana (5 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Long & Associates issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 18 | 90.0% |
| Qualified | 0 | 0.0% |
| Disclaimer | 2 | 10.0% |
| 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 Long & Associates
| Plan sponsor | State | Participants |
|---|---|---|
| The Shade Store, LLC | NY | 1,731 |
| Marshalls, Inc. | MO | 1,060 |
| Arkansas Surgical Hospital, LLC | AR | 379 |
| Zolon Tech, Inc | VA | 372 |
| Wachusett Ventures | MA | 350 |
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Firms in this directory may display their standing on their own site. The badge reads “Ranked #529” — Long & Associates’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/long-and-associates/"><img src="https://401kauditscout.com/badges/long-and-associates.svg" alt="Long & Associates: ranked #529 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 Long & Associates (EIN 35-2009629) is named as the plan’s independent qualified public accountant. Long & Associates 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.