About Calibre CPA Group PLLC
<p>From its Bethesda, Maryland office in the Washington, DC metro area, Calibre CPA Group PLLC works with organizations that face detailed reporting and compliance requirements.</p> <p>The firm is a full-service accounting and advisory practice that supports clients nationwide. It focuses on labor unions, associations, employee benefit plans, and other not-for-profit organizations, with an emphasis on clear financial reporting and practical support around regulatory obligations.</p> <p>For retirement plan sponsors, Calibre CPA Group PLLC fits best for plans tied to unions, associations, and mission-driven entities that want an auditor familiar with how these organizations operate and how their benefit plans are typically administered.</p> <p>What sets the firm apart is its concentration on the not-for-profit and union/association space, where compliance expectations and stakeholder reporting tend to be more specialized than in many commercial settings.</p> <ul> <li>Employee benefit plan audit support</li> <li>Work with labor unions and associations</li> <li>Not-for-profit accounting and advisory services</li> <li>Help with financial compliance and regulatory issues</li> <li>Listed among <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a></li> </ul>
Website: https://calibrecpa.com
Office Locations
- Bethesda, MD
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 265
- Total AUM Audited: $207.1B
- 401(k): 265 plans, $207.1B 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 |
|---|---|---|---|
| CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS | BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS, DC | $27.4B | 104,686 |
| IAM NATIONAL PENSION FUND | BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND, DC | $14.7B | 102,863 |
| WESTERN STATES CARPENTERS PENSION PLAN | JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLAN, CA | $11.3B | 69,363 |
| SHEET METAL WORKERS' NATIONAL PENSION FUND | BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND, VA | $8.3B | 66,166 |
| UNITED FOOD & COMMERCIAL WORKERS INTL UNION - INDUSTRY PENSION FUND | TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUND, IL | $7.9B | 20,984 |
| 401(k) Retirement Plan | Healthcare Sponsor, VA | $7.1B | 88,454 |
| 401(k) Retirement Plan | Manufacturing Sponsor, GA | $5.5B | 166,161 |
| 401(k) Retirement Plan | Professional Services Sponsor, MD | $4.8B | 16,773 |
| 401(k) Retirement Plan | Technology Sponsor, IL | $4.4B | 7,676 |
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