Packer Thomas

Employee Benefit Plan Auditor

Canfield, OH

About Packer Thomas

<p>Founded in 1923, Packer Thomas is a CPA firm that handles accounting and attest work for businesses and organizations in the Youngstown–Warren area and beyond. The firm is headquartered at 6601 Westford Place, Suite 101, Canfield, OH 44406, and has a staff of 70 employees.</p> <p>Packer Thomas works across several industries, including manufacturing, not-for-profit organizations, and employee benefit plans. For plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a>, the firm’s attest background supports the reporting and assurance work that often comes with retirement plans.</p> <p>Richard A. Schafer is a key contact and provides accounting and attest services such as financial statement preparation, bookkeeping, and assurance services. The firm’s differentiator is its long operating history paired with a broad mix of industry work, including employee benefit plans.</p> <p>To reach the firm, call 330-533-9777 or visit packerthomas.com.</p> <ul> <li>CPA firm founded in 1923</li> <li>Headquarters: Canfield, Ohio (Youngstown–Warren metro)</li> <li>70 employees</li> <li>Services include bookkeeping, financial statements, and assurance</li> <li>Industry experience includes manufacturing, not-for-profits, and employee benefit plans</li> </ul>

Website: https://packerthomas.com/

Founded: 1923

Employees: 70

Office Locations

  • Canfield, OH (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 56
  • Total AUM Audited: $1.8B
  • 401(k): 56 plans, $1.8B 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
IBEW LOCAL UNION 375 ELECTRICIANS' RETIREMENT PLAN IBEW 375 ELECTRICIANS' RETIREMENT PLAN, PA $193M 750
BOILERMAKERS LODGE 154 RETIREMENT PLAN BOILERMAKERS LODGE 154 RETIREMENT PLAN, MN $157M 6,766
PLUMBERS & PIPE FITTERS LOCAL 354 PENSION FUND LOCAL 354 PLUMBERS & PIPE FITTERS PENSION FUND, PA $135M 1,334
IBEW LOCAL 712 PENSION TRUST FUND IBEW LOCAL 712 PENSION TRUST FUND, PA $106M 461
IBEW LOCAL 712 PROFIT SHARING PLAN IBEW LOCAL 712 PROFIT SHARING PLAN, PA $96M 1,503
401(k) Retirement Plan Healthcare Sponsor, OH $83M 196
401(k) Retirement Plan Manufacturing Sponsor, PA $80M 365
401(k) Retirement Plan Professional Services Sponsor, OH $78M 1,415
401(k) Retirement Plan Technology Sponsor, PA $75M 1,522

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