Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Withumsmith+brown, PC
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.
For plan year 2024, 182 retirement plans with 100 or more participants reported paying Withumsmith+brown, PC $5,000 or more. Those plans cover 1,893,555 participant records, and the service most often reported is accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $13.4M. Per plan, the median was $18.28 per participant, with the middle half of plans between $7.49 and $44.15. 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 California (68), New Jersey (26) and New York (17).
In 2009 it appeared on 12 such filings; in 2024, 200. 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 | $7.49 | $18.28 | $44.15 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.07% |
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 |
|---|---|---|---|---|---|
| Allied Universal 401(k) Plan | Universal Services of America, LP | CA | 231,285 | $681M | $13K |
| 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 | $353K |
| Teamsters-National 401(k) Savings Plan | Board of Trustees of the Teamsters- National 401(k) Savings Plan Trust | PA | 164,679 | $1.48B | $408K |
| Building Service 32BJ Supplemental Retirement Savings Plan | Board of Trustees of the Building Service 32BJ Supplemental | NY | 122,833 | $2.56B | $88K |
| Bakery & Confectionery Union & Industry International Pension Fund | Joint Board of Trustees, Bakery & Confectionery Union & Industry | MD | 99,660 | $6.56B | $454K |
| Laborers Annuity Plan for Northern California | Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity | CA | 78,189 | $1.54B | $98K |
| Fresenius Medical Care North America 401(k) Savings Plan | National Medical Care, Inc. | MA | 71,611 | $4.37B | $116K |
| United Mine Workers of America 1974 Pension Plan | Umwa 1974 Pension Trust Board of Trustees | DC | 71,051 | $3.71B | $288K |
| Screen Actors Guild - Producers Pension Plan | Board of Trustees Screen Actors Guild - Producers | CA | 67,988 | $5.25B | $434K |
| I.A.M. National Plan | Board of Trustees I.A.M. 401(k) Fund | DC | 45,058 | $971M | $14K |
| Laborers Pension Trust Fund for Northern California | Board of Trustees Laborers Pension Trust Fund for Northern California | CA | 44,826 | $5.45B | $250K |
| Supplemental Income 401(k) Plan | Board of Trustees of Supplemental Income Trust Fund | CA | 40,848 | $1.87B | $456K |
| Gciu - Employer Retirement Benefit Plan | Board of Trustees Gciu-Employer Retirement Benefit Plan | WA | 37,126 | $1.76B | $280K |
| National Electrical 401(k) Plan | Trustees of the National Electrical 401(k) Plan | MD | 30,219 | $141M | $37K |
| California Iron Workers Field Defined Contribution Pension Trust Fund | Board of Trustees, California Iron Workers Field Defined Contribution | CA | 27,522 | $1.29B | $41K |
| Automotive Industries Pension Plan | Board of Trustees Automotive Industries Pension Plan | CA | 22,897 | $2.12B | $225K |
| Massachusetts Service Employees' Pension Fund | Trustees of Massachusetts Service Employees' Pension Fund | NY | 22,061 | $297M | $53K |
| HGV Retirement Savings Plan | Hilton Resorts Corporation | FL | 22,047 | $706M | $30K |
| California Ironworkers Field Pension Trust | Board of Trustees, California Ironworkers Field Pension Trust Fun | CA | 21,447 | $3.49B | $142K |
| Producer-Writers Guild of America Pension Plan | Board of Directors Producer-Writers Guild of America Pension Plan | CA | 20,228 | $4.42B | $320K |
| 32BJ North Pension Fund | Board of Trustees 32BJ North Pension Fund | NY | 15,472 | $529M | $70K |
| 32BJ School Workers Pension Fund | Board of Trustees of the 32BJ School Workers Pension Fund | NY | 15,019 | $598M | $63K |
| Extensis Group Retirement Savings Plan | Extensis Group, LLC | NJ | 14,468 | $682M | $29K |
| Ironworkers National Pension Plan | Ironworkers National Pension Plan Board of Trustees | IL | 13,533 | $502M | $227K |
| Fresenius Medical Care North America Retirement Plan | National Medical Care, Inc. | MA | 13,431 | $326M | $64K |
| Sheet Metal Workers Pension Plan of Northern California | Sheet Metal Workers Pension Trust | CA | 12,741 | $1.57B | $453K |
| UFCW Unions and Participating Employers Pension Plan | Board of Trustees the UFCW Unions and Participating Employers Pension | MD | 11,636 | $94.1M | $56K |
| YWCA Retirement Fund, Inc. | YWCA Retirement Fund, Inc. | NY | 11,316 | $400M | $122K |
| Allied Universal Cbu 401(k) Plan | Universal Services of America, LP | CA | 11,115 | $18.9M | $16K |
| IUOE Stationary Engineers Local 39 Pension Plan | Bot of IUOE Stationary Engineers Local 39 Pension Plan | CA | 10,962 | $1.95B | $323K |
| Pacific Coast Roofers Pension Plan | Board of Trustees for Pacific Coast Roofers Pension Plan | CA | 10,634 | $700M | $11K |
| Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan | Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup Pension | CA | 9,367 | $1.29B | $51K |
| Bay Area Painters & Tapers Pension Trust | Bay Area Painters & Tapers Pension Trust | CA | 9,085 | $699M | $749K |
| Central Florida Investments, Inc. 401(k) Savings and Retirement Plan | Central Florida Investments, Inc. | FL | 8,418 | $177M | $32K |
| Western Washington Painters Defined Contribution Pension Plan | Board of Trustees, W. Wa Painters Defined Contribution Pension Plan | WA | 8,264 | $262M | $50K |
| Western States Insulators and Allied Workers Individual Account Plan | Board of Trustees Western States Insulators and Allied Workers Indiv | CA | 8,217 | $487M | $94K |
| Konica Minolta 401(k) Plan | Konica Minolta Business Solutions U.S.A., Inc. | NJ | 7,987 | $1.15B | $36K |
| Stationary Engineers Local 39 Annuity Trust Fund | Bd. of Trust. of Stationary Engineers Loc. 39 Annuity | CA | 7,498 | $315M | $71K |
| Oregon Processors Seasonal Employees Pension Plan | Oregon Processors Seasonal Employees Pension Plan | OR | 7,327 | $8.6M | $27K |
| Building Service Pension Plan | Board of Trustees of Building Service Pension Plan Pension Trust | WA | 7,265 | $99.0M | $136K |
Questions and answers
How many plans does Withumsmith+brown, PC serve?
182 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 Withumsmith+brown, PC?
The median plan reported $18.28 per participant in direct and indirect compensation (181 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) (171 plans), Consulting (general) (5 plans), Investment advisory (plan) (4 plans) and Recordkeeping and information management (2 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.