PBMares, LLP
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 PBMares, LLP audit?
PBMares, LLP was the independent auditor for 191 retirement plan filings (193 audited filings including welfare plans) in plan year 2024, with clients in 17 states and territories — the #60 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 54-0737372 |
| Retirement plan audits (401(k), 403(b), pension) | 191 |
| All audited filings (incl. welfare plans) | 193 |
| States and territories with clients | 17 |
| National rank by retirement plan volume | #60 of 3,956 |
| National rank, all audited filings (league-table basis) | #65 of 4,052 |
| Average client size (participants) | 2,314 |
| Largest client (participants) | 84,140 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does PBMares, LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Virginia | 105 | 55.0% |
| North Carolina | 35 | 18.3% |
| California | 14 | 7.3% |
| Maryland | 10 | 5.2% |
| Washington, D.C. | 6 | 3.1% |
| Georgia | 4 | 2.1% |
| Florida | 3 | 1.6% |
| New York | 3 | 1.6% |
| Texas | 2 | 1.0% |
| Alabama | 1 | 0.5% |
| Connecticut | 1 | 0.5% |
| Missouri | 1 | 0.5% |
| Montana | 1 | 0.5% |
| New Jersey | 1 | 0.5% |
| Oklahoma | 1 | 0.5% |
| Pennsylvania | 1 | 0.5% |
| Washington | 1 | 0.5% |
Largest concentration: Virginia (105 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does PBMares, LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 183 | 96.3% |
| Qualified | 1 | 0.5% |
| Disclaimer | 6 | 3.2% |
| 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 PBMares, LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Securitas Security Services USA, In | CA | 84,140 |
| Sentara Health | VA | 42,199 |
| Ferguson Enterprises, LLC | VA | 37,513 |
| Pharmaceutical Product Development, LLC | NC | 19,063 |
| Techtronic Industries North America, Inc. | FL | 17,827 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which PBMares, LLP (EIN 54-0737372) is named as the plan’s independent qualified public accountant. PBMares, LLP 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.