# Baratz & Associates P.A.
Source: https://planprovider.pro/provider/baratz-and-associates-pa

> Accounting and audit work is the focus at this CPA firm founded in 1982. Baratz & Associates P.A. operates from Marlton in South Jersey, serving clients…

Employee Benefit Plan Auditor

Marlton, NJ

## About Baratz & Associates P.A.

<p>Accounting and audit work is the focus at this CPA firm founded in 1982. Baratz &amp; Associates P.A. operates from Marlton in South Jersey, serving clients across the Philadelphia metro area and the broader Delaware Valley.</p>

<p>As a firm that handles audit engagements, it is a fit for organizations looking for <a href="/auditors/401k">401(k) auditors</a> alongside general financial statement and compliance work. The team also provides tax planning and preparation, business consulting, and valuation services for closely held businesses.</p>

<p>Other offerings include litigation support and forensic accounting, estate planning, and assistance with mergers and acquisitions. The firm has been listed on Inside Public Accounting’s Top 400 Firms List.</p>

<p>One differentiator is the mix of audit, valuation, and forensic accounting work under one roof, which helps clients keep complex accounting projects with a single firm.</p>

<ul>
<li>Audit services, including retirement plan audit support</li>
<li>Tax planning and tax return preparation</li>
<li>Business consulting and business valuations</li>
<li>Litigation, forensic accounting, and dispute support</li>
<li>Estate planning and M&amp;A support</li>
</ul>

Website: [https://www.baratzcpa.com/](https://www.baratzcpa.com/)

Founded: 1982

## Office Locations

- Marlton, NJ

## Accreditations & Certifications

- AICPA EBPAQC

- AICPA Member

## Audit Statistics (2024)

- Total Plans Audited: 42

- Total AUM Audited: $2.3B

- 401(k): 42 plans, $2.3B AUM

## Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUND|TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUND, NJ|$728M|349|

| UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND|UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUND, NJ|$334M|35|

| UFCW RETIREMENT AND SAVINGS PLAN|TRUSTEES OF UFCW RETIREMENT AND SAVINGS PLAN, NJ|$192M|19,380|

| THE NEWSPAPER GUILD INTERNATIONAL PENSION PLAN|TNG INTERNATIONAL PENSION FUND, DC|$159M|500|

| LOCAL 360 LABOR-MANAGEMENT PENSION FUND|LOCAL 360 LABOR-MANAGEMENT PENSION FUND, NJ|$158M|1,240|

| TEAMSTERS INDUSTRIAL EMPLOYEES PENSION FUND|TEAMSTERS INDUSTRIAL EMPLOYEES PENSION FUND, NJ|$74M|477|

| TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND|TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND, NJ|$62M|775|

| EMTEC GLOBAL SERVICES, LLC 401(K) PROFIT SHARING PLAN|EMTEC GLOBAL SERVICES, LLC, FL|$43M|233|

| EMSL ANALYTICAL, INC. 401(K) RETIREMENT PLAN|EMSL ANALYTICAL, INC., NJ|$34M|809|

| UFCW 360 SHOP RITE PENSION FUND|UFCW 360 SHOP RITE PENSION FUND, PA|$33M|2,322|

| PFNONWOVENS LLC 401(K) PLAN|PFNONWOVENS LLC, PA|$31M|354|

| FORBO USA RETIREMENT PLAN|FORBO FLOORING, INC., PA|$30M|184|

| IBEW LOCAL UNION 94 ANNUITY FUND|LOCAL UNION 94 I.B.E.W., NJ|$24M|2,554|

| ENVALIOR ENGINEERING MATERIALS INC. RETIREMENT PLAN|ENVALIOR ENGINEERING MATERIALS INC., IN|$20M|190|

| NATIONAL EMPLOYEE MANAGEMENT RESOURCES RETIREMENT SAVINGS PLAN|NATIONAL EMPLOYEE MANAGEMENT RESOURCES, LLC, NJ|$20M|537|

| PINNACLE PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN|PINNACLE PHYSICIANS, P.C., PA|$17M|181|

| EKORNES 401(K) PLAN|EKORNES INC., NJ|$14M|119|

| RECYCLING MANAGEMENT RESOURCES, LLC 401(K) PLAN|RECYCLING MANAGEMENT RESOURCES, LLC, NJ|$14M|276|

| ROBERT BAKER COMPANIES 401(K) PLAN|NORTHERN NURSERIES INC., CT|$13M|160|

| LOCAL 360 401(K) AND SEVERANCE PLAN|LOCAL 360 401(K) AND SEVERANCE PLAN, NJ|$12M|1,641|

Showing top 20 of 35 plans serviced in 2025.

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