Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Citrin Cooperman & Company LLP
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.
Citrin Cooperman & Company LLP is named as a service provider on the Schedule C of 60 retirement plans with 100 or more participants for plan year 2024, covering 148,794 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $1.4M. Per plan, the median was $19.19 per participant, with the middle half of plans between $8.28 and $40.09. 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 (34), Pennsylvania (5) and Rhode Island (4).
In 2010 it appeared on 5 such filings; in 2024, 61. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $8.28 | $19.19 | $40.09 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.08% |
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 |
|---|---|---|---|---|---|
| UFCW Local 1500 Pension Plan | Board of Trustees U.F.C.W. Local 1500 Pension Fund | NY | 31,393 | $946M | $41K |
| LNC Employees' 401(k) Savings Plan | Lincoln National Corporation | PA | 17,050 | $3.52B | $43K |
| United Food and Commercial Workers Local 1500 Annuity Plan | Board of Trustees UFCW Local 1500 Annuity Fund | NY | 13,729 | $46.9M | $16K |
| Griffon Corporation Retirement Plan | Griffon Corporation | NY | 6,323 | $650M | $27K |
| Local 1102 Retirement Trust | Local 1102 Retirement Trust | NY | 4,459 | $41.9M | $34K |
| Cleveland Bakers and Affiliated Unions 401(k) Plan | Cleveland Bakers and Affiliated Unions 401(k) Plan | OH | 4,353 | $10.9M | $20K |
| Lewis Brisbois Bisgaard & Smith LLP Employees 401(k) Plan | Lewis Brisbois Bisgaard & Smith LLP | CA | 4,089 | $301M | $47K |
| Keller North America Retirement Savings Profit Sharing Plan | Keller Management Services, LLC | MD | 3,923 | $312M | $23K |
| Local 888 Pension Fund | Board of Trustees Local 888 Pension Fund | NJ | 3,519 | $46.0M | $28K |
| Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund | Board of Trustees Local 1298 Pension Fund | NY | 3,227 | $473M | $66K |
| Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund | Board of Trustees Local 1298 Annuity Fund | NY | 2,968 | $281M | $36K |
| Local 138, 138A, 138B & 138C Internati of Operating Engineers Annuity Fund | Board of Trustees Local 138, 138A, 138B & 138C IUOE Annuity Fund | NY | 2,804 | $387M | $67K |
| Bctgm Atlantic Profit Sharing Fund | Bctgm Atlantic Profit Sharing Fund | FL | 2,775 | $43.7M | $19K |
| Stony Brook Business Ventures, LLC 401(k) Plan | Stony Brook Business Ventures, LLC | NY | 2,668 | $83.4M | $12K |
| Granite Telecommunications 401(k) Plan | Granite Telecommunications, LLC | MA | 2,642 | $198M | $22K |
| Local 1102 401(k) Retirement Plan | Local 1102 401(k) Retirement Plan | NY | 2,487 | $21.1M | $21K |
| Fujifilm Diosynth Biotechnologies Long Term Savings Plan | Fujifilm Diosynth Biotechnologies U.S.A., Inc. | NY | 2,454 | $250M | $14K |
| Westchester Heavy Construction Laborers Local 60 Pension Fund | Board of Trustees Local 60 Pension Fund | NY | 2,311 | $341M | $20K |
| Westchester Teamsters Local 456 Pension Fund | Board of Trustees Local 456 Pension Fund | NY | 2,207 | $247M | $46K |
| Spire Hospitality, LLC 401(k) Plan | Spire Hospitality, LLC | TX | 2,136 | $22.0M | $46K |
| Laborers Local 235 Annuity Fund | Laborers Local 235 Annuity Fund | NY | 2,009 | $57.8M | $6,600 |
| Teamsters Local 456 Annuity Fund | Board of Trustees Local 456 Annuity Fund | NY | 1,810 | $236M | $36K |
| Westchester Heavy Construction Laborers Local 60 Annuity Fund | Board of Trustees Local 60 Annuity Fund | NY | 1,751 | $200M | $10K |
| Plumbers Local Union No. 200 Pension Fund | Plumbers Local Union No 200 Pension Fund Board of Trustees | NY | 1,664 | $136M | $16K |
| Plumbers Local Union No. 200 Supplemental Vested Annuity Fund | Plumbers Local Union No. 200 Supplemental Vested Annuity Fund | NY | 1,627 | $81.3M | $9,021 |
| Local 1102 Amalgamated Pension Fund | Board of Trustees of Local 1102 Amalgama | NY | 1,612 | $54.2M | $25K |
| Laborers Local 235 Pension Fund | Board of Trustees Laborers Local 235 Pension Fund | NY | 1,556 | $103M | $28K |
| Blue Cross & Blue Shield of Rhode Island Employee Savings Plan | Blue Cross & Blue Shield of Rhode Island | RI | 1,522 | $270M | $23K |
| Local 475 Pension Plan | Board of Trustees Local 475 Pension Plan | NY | 1,489 | $88.0M | $33K |
| Agents Retirement Plan of the Lincoln National Life Insurance Company | Lincoln National Life Insurance Company | PA | 1,312 | $73.3M | $15K |
| Ssoba Defined Contribution Retirement Fund | Ssoba Defined Contribution Retirement Fund | NY | 1,202 | $20.6M | $21K |
| IUOE Local 295-295B,C Pension Fund | Board of Trustees, IUOE Local 295-295B,C Pension Fund | NY | 954 | $77.2M | $25K |
| JCB Management Company LLC 401(k) Profit Sharing Plan and Trust | JCB Management Company LLC | PA | 911 | $4.1M | $15K |
| Storeworkers Retirement Plan | Local 1102 Storeworkers Retirement Plan | NY | 851 | $20.5M | $28K |
| Bane Concord 401(k) Plan | Bane Concord Master, LLC | MA | 821 | $11.4M | $43K |
| The Washington Trust Company 401(k) Plan | The Washington Trust Company, of Westerly | RI | 804 | $143M | $9,555 |
| Metro Philly Management Solutions, LLC 401(k) Plan | Metro Philly Management Solutions, LLC | PA | 784 | $10.6M | $18K |
| R.H. White 401(k) Profit Sharing-Pw Plan | R.H. White Construction Co., Inc. | MA | 733 | $70.4M | $23K |
| UFCW Local 888 and Employers 401(k) Plan | Board of Trustees UFCW Local 888 and | NJ | 608 | $20.6M | $11K |
| American Mathematical Society Tax-Deferred Annuity Plan | American Mathematical Society | RI | 560 | $73.8M | $14K |
Questions and answers
How many plans does Citrin Cooperman & Company LLP serve?
60 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 Citrin Cooperman & Company LLP?
The median plan reported $19.19 per participant in direct and indirect compensation (60 plans reporting an amount), or 0.03% 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) (53 plans), Recordkeeping and information management (2 plans), Consulting (pension) (2 plans) and Consulting (general) (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.