Whalen & Company CPAS
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 Whalen & Company CPAS audit?
Whalen & Company CPAS was the independent auditor for 18 retirement plan filings in plan year 2024, with clients in 1 state — the #562 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 31-0984945 |
| Retirement plan audits (401(k), 403(b), pension) | 18 |
| All audited filings (incl. welfare plans) | 18 |
| States and territories with clients | 1 |
| National rank by retirement plan volume | #562 of 3,956 |
| National rank, all audited filings (league-table basis) | #566 of 4,052 |
| Average client size (participants) | 483 |
| Largest client (participants) | 2,661 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Whalen & Company CPAS audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Ohio | 18 | 100.0% |
Largest concentration: Ohio (18 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Whalen & Company CPAS issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 18 | 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 Whalen & Company CPAS
| Plan sponsor | State | Participants |
|---|---|---|
| Quantum Health, Inc. | OH | 2,661 |
| Donatos Pizzeria, LLC | OH | 1,007 |
| The Buckeye Ranch | OH | 606 |
| Erp Analysts, Inc. | OH | 540 |
| Unicon International, Inc. | OH | 497 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Whalen & Company CPAS (EIN 31-0984945) is named as the plan’s independent qualified public accountant. Whalen & Company CPAS 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.