Watson Financial, LLC

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 Watson Financial, LLC audit?

Watson Financial, LLC was the independent auditor for 6 retirement plan filings in plan year 2024, with clients in 1 state — the #1,254 practice nationally by volume.

Practice at a glance

Watson Financial, LLC: plan year 2024 Form 5500 audit engagements
MeasureValue
Firm EIN (as filed)33-2774494
Retirement plan audits (401(k), 403(b), pension)6
All audited filings (incl. welfare plans)6
States and territories with clients1
National rank by retirement plan volume#1,254 of 3,956
National rank, all audited filings (league-table basis)#1,218 of 4,052
Average client size (participants)820
Largest client (participants)2,421

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

Where does Watson Financial, LLC audit plans?

Audited retirement plans by sponsor state, plan year 2024
StatePlans auditedShare of practice
Texas6100.0%

Largest concentration: Texas (6 plans). State reflects the plan sponsor’s address, not the firm’s office locations.

What audit opinions does Watson Financial, LLC issue?

Accountant’s opinions on retirement plan filings, plan year 2024
Opinion typeFilingsShare
Unmodified (clean)6100.0%
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 Watson Financial, LLC

Largest audited plans by participant count, plan year 2024 (as filed)
Plan sponsorStateParticipants
Iatse 127TX2,421
Quality Pork Processors, IncorporatedTX1,642
Shearer Supply, LLCTX410
Cla USA, IncTX167
Contract Datascan, LPTX165

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Watson Financial, LLC: ranked #1,218 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 Watson Financial, LLC (EIN 33-2774494) is named as the plan’s independent qualified public accountant. Watson Financial, LLC 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.