Tait, Weller & Baker 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 Tait, Weller & Baker LLP audit?
Tait, Weller & Baker LLP was the independent auditor for 33 retirement plan filings in plan year 2024, with clients in 7 states and territories — the #337 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 23-1144520 |
| Retirement plan audits (401(k), 403(b), pension) | 33 |
| All audited filings (incl. welfare plans) | 33 |
| States and territories with clients | 7 |
| National rank by retirement plan volume | #337 of 3,956 |
| National rank, all audited filings (league-table basis) | #345 of 4,052 |
| Average client size (participants) | 401 |
| Largest client (participants) | 1,256 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Tait, Weller & Baker LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Pennsylvania | 21 | 63.6% |
| New Jersey | 4 | 12.1% |
| New York | 3 | 9.1% |
| Maryland | 2 | 6.1% |
| North Carolina | 1 | 3.0% |
| South Carolina | 1 | 3.0% |
| Texas | 1 | 3.0% |
Largest concentration: Pennsylvania (21 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Tait, Weller & Baker LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 30 | 90.9% |
| Qualified | 0 | 0.0% |
| Disclaimer | 3 | 9.1% |
| 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 Tait, Weller & Baker LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Muhlenberg College | PA | 1,256 |
| World Relief | MD | 1,172 |
| Lutheran Immigration and Refugee Service | MD | 747 |
| Springside Chestnut Hill Academy | PA | 676 |
| Cairn University | PA | 673 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Tait, Weller & Baker LLP (EIN 23-1144520) is named as the plan’s independent qualified public accountant. Tait, Weller & Baker 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.