Stambaugh Ness, Inc.
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 Stambaugh Ness, Inc. audit?
Stambaugh Ness, Inc. was the independent auditor for 89 retirement plan filings (96 audited filings including welfare plans) in plan year 2024, with clients in 17 states and territories — the #129 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 23-2846715 |
| Retirement plan audits (401(k), 403(b), pension) | 89 |
| All audited filings (incl. welfare plans) | 96 |
| States and territories with clients | 17 |
| National rank by retirement plan volume | #129 of 3,956 |
| National rank, all audited filings (league-table basis) | #121 of 4,052 |
| Average client size (participants) | 843 |
| Largest client (participants) | 28,242 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Stambaugh Ness, Inc. audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Pennsylvania | 50 | 56.2% |
| Texas | 6 | 6.7% |
| Virginia | 5 | 5.6% |
| California | 4 | 4.5% |
| Maryland | 4 | 4.5% |
| Washington | 4 | 4.5% |
| Wisconsin | 4 | 4.5% |
| Indiana | 2 | 2.2% |
| Nevada | 2 | 2.2% |
| Florida | 1 | 1.1% |
| Georgia | 1 | 1.1% |
| Iowa | 1 | 1.1% |
| Illinois | 1 | 1.1% |
| Missouri | 1 | 1.1% |
| New Jersey | 1 | 1.1% |
| Oregon | 1 | 1.1% |
| South Carolina | 1 | 1.1% |
Largest concentration: Pennsylvania (50 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Stambaugh Ness, Inc. issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 86 | 96.6% |
| Qualified | 3 | 3.4% |
| 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 Stambaugh Ness, Inc.
| Plan sponsor | State | Participants |
|---|---|---|
| Wellspan Health | PA | 28,242 |
| Wellspan Chambersburg Hospital | PA | 2,590 |
| Transystems Corporation | MO | 2,353 |
| Halff Associates, Inc | TX | 2,021 |
| Rosemore, Inc. | MD | 1,672 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Stambaugh Ness, Inc. (EIN 23-2846715) is named as the plan’s independent qualified public accountant. Stambaugh Ness, Inc. 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.