Whitley Penn 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 Whitley Penn LLP audit?
Whitley Penn LLP was the independent auditor for 234 retirement plan filings (237 audited filings including welfare plans) in plan year 2024, with clients in 20 states and territories — the #48 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 75-2393478 |
| Retirement plan audits (401(k), 403(b), pension) | 234 |
| All audited filings (incl. welfare plans) | 237 |
| States and territories with clients | 20 |
| National rank by retirement plan volume | #48 of 3,956 |
| National rank, all audited filings (league-table basis) | #51 of 4,052 |
| Average client size (participants) | 2,032 |
| Largest client (participants) | 42,167 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Whitley Penn LLP audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Texas | 197 | 84.2% |
| New Mexico | 5 | 2.1% |
| Indiana | 4 | 1.7% |
| Oklahoma | 4 | 1.7% |
| California | 3 | 1.3% |
| Delaware | 3 | 1.3% |
| Georgia | 3 | 1.3% |
| Colorado | 2 | 0.9% |
| Tennessee | 2 | 0.9% |
| Arizona | 1 | 0.4% |
| Florida | 1 | 0.4% |
| Illinois | 1 | 0.4% |
| Kansas | 1 | 0.4% |
| Massachusetts | 1 | 0.4% |
| Minnesota | 1 | 0.4% |
| Nebraska | 1 | 0.4% |
| Nevada | 1 | 0.4% |
| New York | 1 | 0.4% |
| Ohio | 1 | 0.4% |
| Puerto Rico | 1 | 0.4% |
Largest concentration: Texas (197 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Whitley Penn LLP issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 228 | 97.4% |
| Qualified | 1 | 0.4% |
| Disclaimer | 4 | 1.7% |
| Adverse | 1 | 0.4% |
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 Whitley Penn LLP
| Plan sponsor | State | Participants |
|---|---|---|
| Brinker International, Inc. | TX | 42,167 |
| BNSF Railway Company | TX | 32,807 |
| Raising Cane's USA, LLC | TX | 21,777 |
| Celanese Americas LLC | TX | 17,898 |
| Burlington Northern Santa Fe, LLC | TX | 15,507 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Whitley Penn LLP (EIN 75-2393478) is named as the plan’s independent qualified public accountant. Whitley Penn 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.