Whittlesey PC
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 Whittlesey PC audit?
Whittlesey PC was the independent auditor for 70 retirement plan filings (76 audited filings including welfare plans) in plan year 2024, with clients in 10 states and territories — the #153 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 06-0903326 |
| Retirement plan audits (401(k), 403(b), pension) | 70 |
| All audited filings (incl. welfare plans) | 76 |
| States and territories with clients | 10 |
| National rank by retirement plan volume | #153 of 3,956 |
| National rank, all audited filings (league-table basis) | #151 of 4,052 |
| Average client size (participants) | 634 |
| Largest client (participants) | 15,504 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Whittlesey PC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Connecticut | 43 | 61.4% |
| Massachusetts | 17 | 24.3% |
| California | 2 | 2.9% |
| New Jersey | 2 | 2.9% |
| Florida | 1 | 1.4% |
| New Hampshire | 1 | 1.4% |
| New York | 1 | 1.4% |
| South Carolina | 1 | 1.4% |
| Texas | 1 | 1.4% |
| Virginia | 1 | 1.4% |
Largest concentration: Connecticut (43 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Whittlesey PC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 70 | 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 Whittlesey PC
| Plan sponsor | State | Participants |
|---|---|---|
| Wood Group U.S. Holdings, Inc. | TX | 15,504 |
| PPW Aero Buyer, Inc. D/B/A Pursuit Aerospace | CT | 2,062 |
| Wheeler Clinic, Inc. | CT | 1,930 |
| Gandara Mental Health Center | MA | 1,636 |
| Colony Hardware Corp. | CT | 1,522 |
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About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Whittlesey PC (EIN 06-0903326) is named as the plan’s independent qualified public accountant. Whittlesey PC 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.