Worthy & Company, 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 Worthy & Company, LLC audit?
Worthy & Company, LLC was the independent auditor for 27 retirement plan filings in plan year 2024, with clients in 2 states and territories — the #414 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 20-8092242 |
| Retirement plan audits (401(k), 403(b), pension) | 27 |
| All audited filings (incl. welfare plans) | 27 |
| States and territories with clients | 2 |
| National rank by retirement plan volume | #414 of 3,956 |
| National rank, all audited filings (league-table basis) | #413 of 4,052 |
| Average client size (participants) | 697 |
| Largest client (participants) | 7,083 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does Worthy & Company, LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Oregon | 15 | 55.6% |
| Washington | 12 | 44.4% |
Largest concentration: Oregon (15 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does Worthy & Company, LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 27 | 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 Worthy & Company, LLC
| Plan sponsor | State | Participants |
|---|---|---|
| Sound Inpatient Physicians, Inc. | WA | 7,083 |
| Usnr, LLC | WA | 1,396 |
| DR. Martens | OR | 1,161 |
| Anthem Memory Care, LLC | OR | 1,021 |
| Silver Falls Mso, LLC | OR | 845 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which Worthy & Company, LLC (EIN 20-8092242) is named as the plan’s independent qualified public accountant. Worthy & Company, 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.