Metz & 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 Metz & Associates audit?

Metz & Associates was the independent auditor for 2 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #2,220 practice nationally by volume.

Practice at a glance

Metz & Associates: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)45-4558541
Retirement plan audits (401(k), 403(b), pension)2
All audited filings (incl. welfare plans)2
States and territories with clients2
National rank by retirement plan volume#2,220 of 3,956
National rank, all audited filings (league-table basis)#2,213 of 4,052
Average client size (participants)658
Largest client (participants)1,097

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

Where does Metz & Associates audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
California150.0%
Washington150.0%

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

What audit opinions does Metz & Associates issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)2100.0%
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 Metz & Associates

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Greenwaste Recovery, LLCCA1,097
Northwest Title LLC & Affiliated EntitiesWA218

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Metz & Associates (EIN 45-4558541) is named as the plan’s independent qualified public accountant. Metz & 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.