Middleton & Company, CPA, PC

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 Middleton & Company, CPA, PC audit?

Middleton & Company, CPA, PC was the independent auditor for 4 retirement plan filings (6 audited filings including welfare plans) in plan year 2024, with clients in 1 state — the #1,560 practice nationally by volume.

Practice at a glance

Middleton & Company, CPA, PC: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)93-0809066
Retirement plan audits (401(k), 403(b), pension)4
All audited filings (incl. welfare plans)6
States and territories with clients1
National rank by retirement plan volume#1,560 of 3,956
National rank, all audited filings (league-table basis)#1,294 of 4,052
Average client size (participants)1,382
Largest client (participants)2,309

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

Where does Middleton & Company, CPA, PC audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Oregon4100.0%

Largest concentration: Oregon (4 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Middleton & Company, CPA, PC issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)4100.0%
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 Middleton & Company, CPA, PC

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Northwest Bricklayers Pension TrustOR2,309
Joint Board of Trustees, NW Bricklayers & Allied CraftworkersOR1,587
Cement Masons - Employers Pension TrustOR1,348
Plasterer's Pension TrustOR282

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Middleton & Company, CPA, PC (EIN 93-0809066) is named as the plan’s independent qualified public accountant. Middleton & Company, CPA, PC 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.