Calibre CPA Group PLLC

Employee Benefit Plan Auditor

Bethesda, MD

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).

PlanSponsorAssetsParticipants
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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