Wegner CPAS 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 Wegner CPAS LLP audit?
Wegner CPAS LLP was the independent auditor for 46 retirement plan filings in plan year 2024, with clients in 15 states and territories — the #237 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 39-0974031 |
| Retirement plan audits (401(k), 403(b), pension) | 46 |
| All audited filings (incl. welfare plans) | 46 |
| States and territories with clients | 15 |
| National rank by retirement plan volume | #237 of 3,956 |
| National rank, all audited filings (league-table basis) | #246 of 4,052 |
| Average client size (participants) | 330 |
| Largest client (participants) | 1,323 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Wegner CPAS LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Wisconsin | 30 | 65.2% |
| California | 2 | 4.3% |
| Maryland | 2 | 4.3% |
| Washington, D.C. | 1 | 2.2% |
| Delaware | 1 | 2.2% |
| Florida | 1 | 2.2% |
| Iowa | 1 | 2.2% |
| Minnesota | 1 | 2.2% |
| North Carolina | 1 | 2.2% |
| New York | 1 | 2.2% |
| Oregon | 1 | 2.2% |
| South Carolina | 1 | 2.2% |
| Texas | 1 | 2.2% |
| Vermont | 1 | 2.2% |
| West Virginia | 1 | 2.2% |
Largest concentration: Wisconsin (30 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Wegner CPAS LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 46 | 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 Wegner CPAS LLP
| Plan sponsor | State | Participants |
|---|---|---|
| United Migrant Opportunity Services Umos, Inc. | WI | 1,323 |
| Agrace Health | WI | 1,144 |
| Plastic Ingenuity, Inc. | WI | 1,078 |
| Wisconsin Community Services | WI | 966 |
| Vista Care Wisconsin, Inc. | WI | 752 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Wegner CPAS LLP (EIN 39-0974031) is named as the plan’s independent qualified public accountant. Wegner CPAS 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.