Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
PKF O'Connor Davies, 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.
PKF O'Connor Davies, LLP is named as a service provider on the Schedule C of 87 retirement plans with 100 or more participants for plan year 2024, covering 556,621 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $2.4M. Per plan, the median was $25.32 per participant, with the middle half of plans between $10.68 and $44.86. 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 (44), New Jersey (13) and Connecticut (9).
In 2010 it appeared on 5 such filings; in 2024, 89. 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 | $10.68 | $25.32 | $44.86 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.05% |
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 |
|---|---|---|---|---|---|
| Northrop Grumman Savings Plan | Northrop Grumman Corporation | VA | 153,905 | $39.5B | $5,100 |
| Northrop Grumman Pension Plan | Northrop Grumman Corporation | VA | 104,566 | $18.8B | $93K |
| NG Space&mission Systems Corp. Salaried Pension Pla | Northrop Grumman Corporation | VA | 60,528 | $8.39B | $63K |
| Omnicom Group Retirement Savings Plan | Omnicom Group Inc. | NY | 42,833 | $4.47B | $145K |
| Montefiore Medical Center 403(b) Plan | Montefiore Medical Center | NY | 25,425 | $4.33B | $44K |
| The Cultural Institutions Pension Plan | The Cultural Institutions Retirement System | NY | 24,316 | $1.67B | $75K |
| Northrop Grumman Retirement Plan B | Northrop Grumman Corporation | VA | 20,435 | $2.05B | $65K |
| The Cultural Institutions Savings Plan | The Cultural Institutions Retirement System | NY | 14,828 | $725M | $68K |
| White Plains Hospital Center 403(b) Defined Contribution Retirement Program | White Plains Hospital Medical Center | NY | 7,850 | $627M | $18K |
| Sonesta International Hotels Corporation and Subsidiaries 401(k) Plan | Sonesta International Hotels Corporation | MA | 7,446 | $157M | $12K |
| Athena Health Care Associates, Inc. 401(k) Plan | Athena Health Care Associates, Inc. | CT | 5,206 | $110M | $44K |
| Irc 403(b) Retirement Savings Plan | International Rescue Committee | NY | 5,036 | $253M | $24K |
| Adventhealth Consolidated Erisa 401(a) Plan | Adventhealth Benefits Administrative Committee | FL | 4,315 | $332M | $6,225 |
| Factset Research Systems Inc. Plan | Factset Research Systems Inc. | CT | 4,030 | $863M | $43K |
| Retirement Savings Plan | Petroleum Heat and Power Co., Inc. | CT | 3,828 | $352M | $26K |
| Clearesult 401(k) Plan | 194529-01 Clearesult Consulting Inc. | TX | 3,508 | $180M | $17K |
| Cenveo Worldwide Limited Pension Plan | Cenveo Worldwide Limited | CT | 3,137 | $154M | $28K |
| The Local 7 Tile Industry Annuity Fund | TMT Bac Local Union #7 | NY | 3,116 | $213M | $117K |
| Masonicare Corporation 401(k) Retirement Savings Plan | Masonicare Corporation | CT | 3,030 | $125M | $12K |
| Albert Einstein College of Medicine 403(b) Retirement Income Plan | Albert Einstein College of Medicine | NY | 3,001 | $594M | $19K |
| St. John's Riverside Hospital 403(b) Retirement Plan | St. John's Riverside Hospital | NY | 2,994 | $218M | $34K |
| Vanasse Hangen Brustlin, Inc. Retirement Plan | Vanasse Hangen Brustlin, Inc. | MA | 2,747 | $464M | $6,900 |
| The Sharp Employees Savings and Investment Plan | Sharp Electronics Corporation | NJ | 2,647 | $472M | $15K |
| Continental Grain Company Pension Plan | Continental Grain Company | NY | 2,633 | $100.0M | $44K |
| College Entrance Examination Board Retirement Plan | College Board | NY | 2,392 | $599M | $38K |
| Quadient Inc. 401(k) Plan | Quadient Inc. | CT | 2,124 | $282M | $29K |
| Comtech Telecommunications Corp. 401(k) Plan | Comtech Telecommunications Corp. | NY | 2,082 | $347M | $14K |
| Young & Rubicam LLC Career Cash Balance Continuation Plan | Young & Rubicam LLC | NY | 2,078 | $60.5M | $25K |
| University Community Health System Consolidated Pension Plan | University Community Health System | FL | 1,834 | $92.5M | $35K |
| Tile Layers Union Local No. 52 NY Pension Fund | Board of Trustees Tile Layers Union Local No. 52 NY Pension Fund | NY | 1,823 | $165M | $77K |
| NWN Carousel 401(k) Plan | Carousel Industries of North America | RI | 1,698 | $194M | $43K |
| Farmer Bros. Co. 401(k) Plan | Farmer Bros. Co. | TX | 1,544 | $104M | $17K |
| Retirement Plan for Employees of White Plains Hospital Medical Center | White Plains Hospital Center C/o Human Resource Committee | NY | 1,387 | $121M | $15K |
| Centerlight Healthcare, INC.403(B) Retirement Plan | Centerlight Healthcare, Inc. | NY | 1,302 | $94.3M | $24K |
| Savings Plan for Employees of the Gerresheimer Companies | Gerresheimer Glass Inc. | NJ | 1,281 | $115M | $30K |
| Mestek, Inc. 401(k) & Profit Sharing Plan | Mestek, Inc. | MA | 1,223 | $148M | $22K |
| Manhattan University Defined Contribution Retirement Plan | Manhattan University | NY | 1,195 | $291M | $37K |
| Birlasoft 401(k) Retirement Savings Plan | Birlasoft Solutions, Inc. | NJ | 1,029 | $57.0M | $14K |
| Manhattanville University 403(b) Retirement Plan | Manhattanville University | NY | 991 | $123M | $26K |
| Communications Workers Local 1109 Pension Fund | Local 1109 Pension Fund | NY | 901 | $27.2M | $84K |
Questions and answers
How many plans does PKF O'Connor Davies, LLP serve?
87 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 PKF O'Connor Davies, LLP?
The median plan reported $25.32 per participant in direct and indirect compensation (87 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) (72 plans), Investment advisory (plan) (2 plans), Other services (1 plans) and Recordkeeping and information management (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.