Schultheis & Panettieri, 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 Schultheis & Panettieri, LLP audit?
Schultheis & Panettieri, LLP was the independent auditor for 89 retirement plan filings (152 audited filings including welfare plans) in plan year 2024, with clients in 10 states and territories — the #128 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 13-1577780 |
| Retirement plan audits (401(k), 403(b), pension) | 89 |
| All audited filings (incl. welfare plans) | 152 |
| States and territories with clients | 10 |
| National rank by retirement plan volume | #128 of 3,956 |
| National rank, all audited filings (league-table basis) | #78 of 4,052 |
| Average client size (participants) | 8,504 |
| Largest client (participants) | 97,354 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Schultheis & Panettieri, LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| New York | 54 | 60.7% |
| New Jersey | 12 | 13.5% |
| Massachusetts | 9 | 10.1% |
| Pennsylvania | 4 | 4.5% |
| Connecticut | 3 | 3.4% |
| Maryland | 3 | 3.4% |
| California | 1 | 1.1% |
| Florida | 1 | 1.1% |
| South Carolina | 1 | 1.1% |
| Wisconsin | 1 | 1.1% |
Largest concentration: New York (54 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Schultheis & Panettieri, LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 88 | 98.9% |
| Qualified | 1 | 1.1% |
| Disclaimer | 0 | 0.0% |
| 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 Schultheis & Panettieri, LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Board of Trustees I.A.T.S.E. Annuity Fund | NY | 97,354 |
| Board of Trustees of the Equity-League Pension Trust Fund | NY | 46,350 |
| Bot of the North Atlantic States Carpenters Pension Fund | MA | 46,027 |
| Board of Trustees of the NYDCC Annuity FD | NY | 38,337 |
| Board of Trustees Eastern Atlantic States Carpenters Pension Fund | PA | 35,869 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Schultheis & Panettieri, LLP (EIN 13-1577780) is named as the plan’s independent qualified public accountant. Schultheis & Panettieri, 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.