Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Calibre CPA Group, PLLC
Most often reported for accounting and auditing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Calibre CPA Group, PLLC is named as a service provider on the Schedule C of 167 retirement plans with 100 or more participants for plan year 2024, covering 2,683,948 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $9.9M. Per plan, the median was $14.32 per participant, with the middle half of plans between $5.48 and $28.42. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (40), Illinois (36) and District of Columbia (21).
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $5.48 | $14.32 | $28.42 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Int'l Brotherhood of Electrical Workers' Pension Benefit Fund | International Brotherhood of Electrical Workers' Pension Benefit Fund | DC | 603,067 | $2.71B | $79K |
| Central Pension Fund of the IUOE & Participating Employers | Board of Trustees of the CPF of the IUOE and Participating Employers | DC | 233,478 | $27.4B | $698K |
| United Food & Commercial Workers Intl Union - Industry Pension Fund | Trustees of UFCW Int'l Union - Industry Pension Fund | IL | 204,155 | $8.12B | $515K |
| United Association National Pension Fund | B/o/t United Association National Pension Fund | VA | 196,837 | $7.70B | $640K |
| S.E.I.U. National Industry Pension Fund | Board of Trustees of the S.E.I.U. National Industry Pension Fund | DC | 168,072 | $1.70B | $67K |
| Sheet Metal Workers' National Pension Fund | BD of Trustees Sheet Metal Workers' National Pension Fund | VA | 152,375 | $8.26B | $1.2M |
| Western States Carpenters Pension Plan | Joint Board of Trustees Western States Carpenters Pension Plan | CA | 139,574 | $11.3B | $262K |
| Southwest Carpenters Annuity Fund | Board of Trustees, Southwest Carpenters Annuity Fund | CA | 93,934 | $1.13B | $26K |
| Bricklayers & Trowel Trades International Pension Fund | Bricklayers & Trowel Trades Intl Pension FD BD of Trustee | DC | 76,992 | $1.90B | $136K |
| Construction Laborers Annuity Plan for Southern California | Board of Trustees,construction Laborers Annuity Plan for Southern Cali | CA | 51,834 | $272M | $20K |
| I.A.M. National Plan | Board of Trustees I.A.M. 401(k) Fund | DC | 45,058 | $971M | $63K |
| Construction Laborers Pension Trust Fund for Southern California | Board of Trustees,construction Laborers Pension Trust for Southern Cal | CA | 42,443 | $3.67B | $120K |
| National Automatic Sprinkler Industry Pension Fund | National Automatic Sprinkler Industry Pension Fund JT Board of Trustee | MD | 34,009 | $4.75B | $237K |
| The Members Retirement Plan | Trustees of the Members Retirement Plan | IL | 31,309 | $694M | $68K |
| Sprinkler Industry Supplemental Pension Fund | Sprinkler Industry Supplemental Pension Fund Joint Board of Trustees | MD | 29,607 | $2.94B | $152K |
| Graphic Communications National Pension Fund | Board of Trustees of Gc-Npf | IL | 26,608 | $1.54B | $64K |
| Carpenters Labor-Management Pension Plan | United Brotherhood of Carpenters Labor-Mgmt PF Trustee | CA | 24,299 | $1.18B | $55K |
| Bricklayers and Trowel Trades Int'l Retirement Savings Plan | Bricklayers and Trowel Trades International Pension Fund | DC | 23,618 | $265M | $23K |
| Amalgamated Transit Union National 401(k) Pension Plan | Board of Trustees of the Amalgamated Transit Union | IL | 22,720 | $267M | $26K |
| UFCW Local One Pension Fund | BRD of Ttees UFCW Local One Pension Fund | NY | 18,198 | $967M | $34K |
| Automobile Mechanics' Local No. 701 Pension Fund | Trustees of Automobile Mechanics' Local No. 701 Pension Fund | IL | 14,856 | $1.23B | $51K |
| Nurses and Local 813 Ibt Retirement Plan | Board of Trustees of Nurses and Local 813 Ibt Retirement Plan | NY | 13,994 | $613M | $76K |
| Mid-Atlantic Regional Council of Carpenters' Annuity Fund | Board of Trustees Mid-Atlantic Regional Council of Carpenters' Annuity | MD | 13,746 | $126M | $60K |
| Smart National Supplemental Savings Plan | BD Ttees Smart National Supplemental Savings Plan | VA | 13,624 | $162M | $34K |
| UFCW Local One 401(k) Savings Plan | BRD of Ttees UFCW Local One 401(k) Savings Plan | NY | 12,902 | $154M | $15K |
| Operating Engineers Local 825 Profit Sharing Fund | Operating Engineers Local 825 Profit Sharing Fund | NJ | 12,327 | $1.51B | $40K |
| Operating Engineers Local No. 825 Pension Fund | Operating Engineers Local No. 825 Pension Fund | NJ | 11,674 | $1.19B | $53K |
| Communications Workers of America Savings and Retirement Trust | The Board of Trustees of the Communications Workers of America - | DC | 11,628 | $453M | $177K |
| Wisconsin Laborers' Pension Fund | Trustees of Wisconsin Laborers' Pension Fund | WI | 11,411 | $1.14B | $31K |
| Construction Industry Retirement Fund of Rockford | Joint Board of Trustees of Construction Industry of Rockford, Illinois | MI | 11,408 | $619M | $133K |
| Local 153 Pension Fund | Joint Board of Trustees of Local 153 Pension Fund | NY | 10,123 | $129M | $32K |
| Mid-Atlantic Regional Council of Carpenters' Pension Plan | Board of Trustees - Marc Pension Plan | MD | 9,688 | $572M | $86K |
| Operating Engineers Local 139 Defined Contribution Annuity Fund | Trustees -Operating Engineers Local 139 Defined Contribution Annuity F | WI | 9,375 | $59.6M | $11K |
| Graphic Arts Industry Joint Pension Trust | Board of Trustees of Graphic Arts Industry Joint Pension Plan | VA | 8,221 | $566M | $71K |
| Teamsters Joint Council No. 83 of Virginia Pension Fund | Teamsters Joint Council No. 83 of Virginia Pension Fund | VA | 7,759 | $1.47B | $75K |
| Northern Illinois Annuity Fund | Northern Illinois Annuity Fund | WA | 7,405 | $160M | $22K |
| Insulators and Allied Workers National Pension Fun | Board of Trustees of the Insulators and Allied Workers National Pensio | FL | 7,203 | $596M | $76K |
| Building Trades Annuity Benefit Fund | The Building Industry Electrical Contractors Association, Inc. | NY | 7,092 | $116M | $25K |
| United Teamster Pension Fund a | Board of Trustees of United Teamster Pension Fund a | NY | 6,859 | $343M | $37K |
| The General Pension Plan of the International Union of Operating Engineers | Pension BD of the General Pension Plan of the Int'l Union of Operating | DC | 6,844 | $1.21B | $114K |
Questions and answers
How many plans does Calibre CPA Group, PLLC serve?
167 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Calibre CPA Group, PLLC?
The median plan reported $14.32 per participant in direct and indirect compensation (167 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Accounting (including auditing) (164 plans), Recordkeeping and information management (2 plans) and Actuarial (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.