Mengel, Metzger, Barr & Co., LLP

Employee Benefit Plan Auditor

Rochester, NY

About Mengel, Metzger, Barr & Co., LLP

<p>Founded in 1975, MMB+CO (Mengel, Metzger, Barr &amp; 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).

PlanSponsorAssetsParticipants
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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