The Whitlock Company

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 The Whitlock Company audit?

The Whitlock Company was the independent auditor for 21 retirement plan filings (24 audited filings including welfare plans) in plan year 2024, with clients in 3 states and territories — the #498 practice nationally by volume.

Practice at a glance

The Whitlock Company: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)43-1365401
Retirement plan audits (401(k), 403(b), pension)21
All audited filings (incl. welfare plans)24
States and territories with clients3
National rank by retirement plan volume#498 of 3,956
National rank, all audited filings (league-table basis)#467 of 4,052
Average client size (participants)398
Largest client (participants)1,043

Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.

Where does The Whitlock Company audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Missouri1781.0%
Kansas314.3%
Texas14.8%

Largest concentration: Missouri (17 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does The Whitlock Company issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)21100.0%
Qualified00.0%
Disclaimer00.0%
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 The Whitlock Company

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Jasper Products L.L.C.MO1,043
Marmic Fire & Safety Co., Inc.MO1,022
Paul Mueller CompanyMO1,009
G and W Foods, Inc.MO777
Valley View Bancshares, Inc.KS605

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Firms in this directory may display their standing on their own site. The badge reads “Ranked #467” — The Whitlock Company’s position among 4,052 U.S. firms by audited Form 5500 filings in plan year 2024, the same ordering as the national rankings. It is a static SVG served from this domain, links back to this profile, and is regenerated with every data refresh, so the number stays current without any change on your end.

The Whitlock Company: ranked #467 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 The Whitlock Company (EIN 43-1365401) is named as the plan’s independent qualified public accountant. The Whitlock Company 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.