Company lists · Data refreshed September 2026

Top 22 Pension plan audit firms based in the United States

RevenueBase identified 36 pension plan audit firms headquartered in the United States as of September 2026 and tracks 490 professional contacts across them, including 336 with verified work emails. Baton Rouge is the largest hub.

This list covers pension plan audit firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
36Companies
490Contacts tracked
336Verified emails
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The 22 largest pension plan audit firms based in the United States

Ranked by team size
Top 22 of 36 pension plan audit firms based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to pension plan audit firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNaperville, IL, United StatesHQ checked Sep 20, 2026201-500223 contacts →

Indirect evidence

“Lauterbach & Amen, LLP (L&A), established in 1997 by partners Sherry Lauterbach and Ron Amen, is a reputable public accounting firm known for its unwavering dedication to quality…”

Source: RevenueBase Database · checked Sep 20, 2026
2Strong evidenceStates, United StatesHQ checked Sep 20, 202651-20071 contacts →

Strong evidence

Pension Assurance LLP is an accounting firm exclusively dedicated to providing assurance services for retirement plans, pursuant to plan audit requirements under federal law.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceFort Myers, FL, United StatesHQ checked Sep 20, 202651-20063 contacts →

Partial evidence

“Foster & Foster is an independent national actuarial consulting firm that specializes in providing innovative consulting services to the following entities: 1) Public pension…”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceSan Luis Obispo, CA, United StatesHQ checked Sep 20, 202611-5015 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceRochester, NY, United StatesHQ checked Sep 20, 202611-5014 contacts →

Indirect evidence

“Retirement planning specialists.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceGlen Mills, PA, United StatesHQ checked Sep 20, 202611-5012 contacts →

Strong evidence

“We’re specialists in Benefit Plan Audits.”

Source: RevenueBase Database · checked Sep 20, 2026
7Strong evidenceOviedo, FL, United StatesHQ checked Sep 20, 20261-1010 contacts →

Strong evidence

“Retirement Plan Specialists, Inc.(RPS) is a professional organization providing administrative, actuarial, and consulting services in the area of tax qualified pension and profit…”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceCosta Mesa, CA, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceBaton Rouge, LA, United StatesHQ checked Sep 20, 202651-2005 contacts →

Indirect evidence

“Our Sentinel team offers the same services as the larger, national companies, but infuses it with personal service and accountability.”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceSaint Charles, IL, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“Cassell Plan Audits is a certified public accounting and business advisory firm founded by a former national accounting firm professional.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceColumbus, OH, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“At PlanChec(k) CPAs, we offer quality, reliable audits for a full range of ERISA employee benefit plans including – 401(k), 403(b), Multiple Employer Plans (MEPs), Pooled Employer…”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceBonita Springs, FL, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“We are an AICPA Peer Reviewed full-service CPA firm licensed in New York and Florida.”

Source: RevenueBase Database · checked Sep 20, 2026
13Strong evidenceWeston, FL, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“DSR CPA and Consultants is a specialized Employee Benefit Plan audit firm serving mid-sized and corporate plan sponsors nationwide.”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceHauppauge, NY, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“We are a boutique employee benefit plan audit services firm licensed in New York with permits to also practice in New Jersey, Connecticut, Georgia and Illinois.”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceCommack, NY, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceSan Jose, CA, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“Yulishana is a boutique accounting firm dedicated exclusively to performing employee benefit plan audits so we can provide our clients with a combination of deep expertise and…”

Source: RevenueBase Database · checked Sep 20, 2026
17Strong evidenceChattanooga, TN, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“Jason Underwood CPA, PLLC d/b/a ERISA CPA, a boutique public accounting firm uniquely qualified to provide independent audits of employee benefit plans.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceSilver Spring, MD, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“was founded in 2003 to help companies with IRS and SEC filing requirements.”

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceChicago, IL, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“Dufek & Company is a unique CPA firm in that we only audit employee benefit plans (EBPs).”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“An experienced provider of compliance and auditing services for employee benefit plans and labor organizations.”

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceMemphis, IN, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Pooler CPA Group's passion is assisting companies throughout their benefit plan audit, leveraging technology and coordinating with their third party administrator or record-keeper…”

Source: RevenueBase Database · checked Sep 20, 2026
22Strong evidenceEscondido, CA, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“We love to help companies navigate the complexities of retirement plan audits.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 22 of 36 pension plan audit firms based in the United States

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Pension plan audit firms based in the United States at a glance

As of Sep 20, 2026
68.6%Verified-email coverage
13.6Average contacts per company
1-10Median size (employees)
5.6%Largest-city concentration · Baton Rouge
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
5
51-200
4
201-500
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 36 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among pension plan audit firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “pension plan audit firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names pension plan audit firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among pension plan audit firms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 336 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names pension plan audit firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many pension plan audit firms are there based in the United States?

RevenueBase identified 36 pension plan audit firms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Lauterbach & Amen, headquartered in Naperville, tops this list with the largest team on record.

Which city has the most pension plan audit firms?

Baton Rouge leads with 2 headquartered companies, followed by Anchorage (1) and Atlanta (1).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 336 verified decision-maker contacts tracked across these 36 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.