McSoley McCoy & Co
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 McSoley McCoy & Co audit?
McSoley McCoy & Co was the independent auditor for 97 retirement plan filings (98 audited filings including welfare plans) in plan year 2024, with clients in 11 states and territories — the #110 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 03-0327374 |
| Retirement plan audits (401(k), 403(b), pension) | 97 |
| All audited filings (incl. welfare plans) | 98 |
| States and territories with clients | 11 |
| National rank by retirement plan volume | #110 of 3,956 |
| National rank, all audited filings (league-table basis) | #117 of 4,052 |
| Average client size (participants) | 675 |
| Largest client (participants) | 16,391 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does McSoley McCoy & Co audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Vermont | 72 | 74.2% |
| New York | 11 | 11.3% |
| Massachusetts | 3 | 3.1% |
| Florida | 2 | 2.1% |
| Indiana | 2 | 2.1% |
| New Hampshire | 2 | 2.1% |
| Connecticut | 1 | 1.0% |
| Washington, D.C. | 1 | 1.0% |
| Maryland | 1 | 1.0% |
| Maine | 1 | 1.0% |
| North Carolina | 1 | 1.0% |
Largest concentration: Vermont (72 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does McSoley McCoy & Co issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 92 | 94.8% |
| Qualified | 0 | 0.0% |
| Disclaimer | 5 | 5.2% |
| 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 McSoley McCoy & Co
| Plan sponsor | State | Participants |
|---|---|---|
| The University of Vermont Health Network 403B) Retirement Savings Plan | VT | 16,391 |
| President & Fellows of Middlebury College | VT | 3,052 |
| Champlain Valley Physicians Hospital | NY | 2,884 |
| National Life Insurance Company | VT | 2,075 |
| Marathon Health, LLC. | IN | 1,820 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which McSoley McCoy & Co (EIN 03-0327374) is named as the plan’s independent qualified public accountant. McSoley McCoy & Co 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.