Walz Group
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 Walz Group audit?
Walz Group was the independent auditor for 11 retirement plan filings (12 audited filings including welfare plans) in plan year 2024, with clients in 1 state — the #805 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 23-2489722 |
| Retirement plan audits (401(k), 403(b), pension) | 11 |
| All audited filings (incl. welfare plans) | 12 |
| States and territories with clients | 1 |
| National rank by retirement plan volume | #805 of 3,956 |
| National rank, all audited filings (league-table basis) | #761 of 4,052 |
| Average client size (participants) | 482 |
| Largest client (participants) | 1,542 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Walz Group audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Pennsylvania | 11 | 100.0% |
Largest concentration: Pennsylvania (11 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Walz Group issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 11 | 100.0% |
| Qualified | 0 | 0.0% |
| 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 Walz Group
| Plan sponsor | State | Participants |
|---|---|---|
| Clair Global Corporation | PA | 1,542 |
| Zausner Foods Corp. | PA | 1,179 |
| Kunzler & Company, Inc. | PA | 588 |
| Orthopedic Associates of Lancaster, LTD. | PA | 402 |
| Lancaster Orthopedic Group, P.C. | PA | 295 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Walz Group (EIN 23-2489722) is named as the plan’s independent qualified public accountant. Walz Group 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.