About Mengel, Metzger, Barr & Co., LLP
<p>Founded in 1975, MMB+CO (Mengel, Metzger, Barr & Co., LLP) is a CPA firm that handles audit work for organizations across New York State, including employers that sponsor retirement plans.</p> <p>Headquartered in Rochester in the Finger Lakes/Greater Rochester region at 100 Chestnut St., the firm also has offices in Canandaigua, Elmira, and Latham, giving it coverage across Upstate New York and the Capital Region.</p> <p>MMB+CO provides auditing, tax, and advisory services for businesses, executives, and individuals. For plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> and other retirement plan audit support, the team’s depth across industries helps keep fieldwork organized and reporting clear.</p> <p>One practical differentiator is its multi-office Upstate footprint, which can make coordination easier for organizations with people and records spread across New York. Learn more at mengelmetzgerbarr.com.</p> <ul> <li>CPA firm founded in 1975</li> <li>Head office: 100 Chestnut St., Rochester, NY</li> <li>Additional offices: Canandaigua, Elmira, and Latham</li> <li>Services: audit, tax, and advisory</li> <li>Works with businesses, executives, and individuals across New York</li> </ul>
Website: https://www.mengelmetzgerbarr.com
Founded: 1975
Office Locations
- Rochester, NY
Accreditations & Certifications
- AICPA Member
- AICPA EBPAQC
Audit Statistics (2024)
- Total Plans Audited: 103
- Total AUM Audited: $3.3B
- 401(k): 103 plans, $3.3B 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 |
|---|---|---|---|
| UNITED ASSOCIATION LOCAL 7 PENSION PLAN | UNITED ASSOCIATION LOCAL 7 PENSION PLAN, NY | $281M | 842 |
| GLEASON CORPORATION RETIREMENT SAVINGS PLAN | GLEASON CORPORATION, NY | $274M | 812 |
| COLLIERS ENGINEERING & DESIGN, INC. 401(K) SAVINGS & RETIREMENT PLAN | COLLIERS ENGINEERING & DESIGN, INC., NJ | $272M | 2,379 |
| TOMPKINS RETIREMENT SAVINGS PLAN | TOMPKINS FINANCIAL CORPORATION, NY | $221M | 988 |
| HIGHLAND RETIREMENT PLAN | HIGHLAND HOSPITAL OF ROCHESTER, NY | $160M | 3,443 |
| 401(k) Retirement Plan | Healthcare Sponsor, NY | $150M | 1,711 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NY | $139M | 338 |
| 401(k) Retirement Plan | Professional Services Sponsor, NY | $124M | 634 |
| 401(k) Retirement Plan | Technology Sponsor, NY | $115M | 1,027 |
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