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

Tait, Weller & Baker LLP: plan year 2024 Form 5500 audit engagements
MeasureValue
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 clients7
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?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Pennsylvania2163.6%
New Jersey412.1%
New York39.1%
Maryland26.1%
North Carolina13.0%
South Carolina13.0%
Texas13.0%

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?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)3090.9%
Qualified00.0%
Disclaimer39.1%
Adverse00.0%

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

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Muhlenberg CollegePA1,256
World ReliefMD1,172
Lutheran Immigration and Refugee ServiceMD747
Springside Chestnut Hill AcademyPA676
Cairn UniversityPA673

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Tait, Weller & Baker LLP: ranked #345 for 401(k) plan audits by 401k Audit Scout, 2026

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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.