O'Connor & Brooks

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 O'Connor & Brooks audit?

O'Connor & Brooks was the independent auditor for 3 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #1,843 practice nationally by volume.

Practice at a glance

O'Connor & Brooks: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)42-1302327
Retirement plan audits (401(k), 403(b), pension)3
All audited filings (incl. welfare plans)3
States and territories with clients2
National rank by retirement plan volume#1,843 of 3,956
National rank, all audited filings (league-table basis)#1,807 of 4,052
Average client size (participants)309
Largest client (participants)435

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

Where does O'Connor & Brooks audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Iowa266.7%
Illinois133.3%

Largest concentration: Iowa (2 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does O'Connor & Brooks issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)3100.0%
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 O'Connor & Brooks

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Mi-T-M CorporationIA435
Mighty M Holdings, Inc.IA356
Signcraft Screenprint, Inc.IL137

About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which O'Connor & Brooks (EIN 42-1302327) is named as the plan’s independent qualified public accountant. O'Connor & Brooks 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.