Ouellette & 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 Ouellette & Associates audit?

Ouellette & Associates was the independent auditor for 11 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #791 practice nationally by volume.

Practice at a glance

Ouellette & Associates: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)01-0448675
Retirement plan audits (401(k), 403(b), pension)11
All audited filings (incl. welfare plans)11
States and territories with clients2
National rank by retirement plan volume#791 of 3,956
National rank, all audited filings (league-table basis)#800 of 4,052
Average client size (participants)357
Largest client (participants)997

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

Where does Ouellette & Associates audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Maine1090.9%
New Jersey19.1%

Largest concentration: Maine (10 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Ouellette & Associates issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)11100.0%
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 Ouellette & Associates

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
The John F Murphy Homes, IncME997
V.I.P, Inc.ME716
Kennebec Behavioral HealthME576
SHP Management CorporationME268
Carrier Group Benefits, LLCME244

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Ouellette & Associates: ranked #800 for 401(k) plan audits by 401k Audit Scout, 2026

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About this profile

This page is generated from public U.S. Department of Labor Form 5500 filings in which Ouellette & Associates (EIN 01-0448675) is named as the plan’s independent qualified public accountant. Ouellette & 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.