PKF O'Connor Davies, 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 PKF O'Connor Davies, LLP audit?
PKF O'Connor Davies, LLP was the independent auditor for 577 retirement plan filings (585 audited filings including welfare plans) in plan year 2024, with clients in 27 states and territories — the #17 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 27-1728945 |
| Retirement plan audits (401(k), 403(b), pension) | 577 |
| All audited filings (incl. welfare plans) | 585 |
| States and territories with clients | 27 |
| National rank by retirement plan volume | #17 of 3,956 |
| National rank, all audited filings (league-table basis) | #18 of 4,052 |
| Average client size (participants) | 1,070 |
| Largest client (participants) | 47,523 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does PKF O'Connor Davies, LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| New York | 328 | 56.8% |
| New Jersey | 67 | 11.6% |
| Connecticut | 39 | 6.8% |
| Massachusetts | 39 | 6.8% |
| Pennsylvania | 26 | 4.5% |
| California | 16 | 2.8% |
| Washington, D.C. | 8 | 1.4% |
| Illinois | 8 | 1.4% |
| Texas | 8 | 1.4% |
| Florida | 7 | 1.2% |
| Rhode Island | 7 | 1.2% |
| Virginia | 3 | 0.5% |
| Vermont | 3 | 0.5% |
| Maryland | 2 | 0.3% |
| North Carolina | 2 | 0.3% |
| Oklahoma | 2 | 0.3% |
| Washington | 2 | 0.3% |
| Arkansas | 1 | 0.2% |
| Colorado | 1 | 0.2% |
| Indiana | 1 | 0.2% |
| Kansas | 1 | 0.2% |
| Minnesota | 1 | 0.2% |
| Missouri | 1 | 0.2% |
| New Mexico | 1 | 0.2% |
| Ohio | 1 | 0.2% |
| Oregon | 1 | 0.2% |
| Wisconsin | 1 | 0.2% |
Largest concentration: New York (328 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does PKF O'Connor Davies, LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 558 | 96.9% |
| Qualified | 0 | 0.0% |
| Disclaimer | 18 | 3.1% |
| 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 PKF O'Connor Davies, LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Omnicom Group Inc. | NY | 47,523 |
| WPP Group USA, Inc. | NY | 42,052 |
| Montefiore Medical Center | NY | 25,528 |
| The Cultural Institutions Retirement System | NY | 24,083 |
| Synchrony Financial | CT | 12,774 |
Comparing PKF O'Connor Davies, LLP with other 401(k) audit firms?
See alternatives to PKF O'Connor Davies, LLP for 401(k) audits: firms with comparable engagement volume and an overlapping state footprint, drawn from the same Form 5500 data.
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which PKF O'Connor Davies, LLP (EIN 27-1728945) is named as the plan’s independent qualified public accountant. PKF O'Connor Davies, 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.