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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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 |
| SHEET METAL, AIR, RAIL & TRANSPORTATION ASSOCIATION LOCAL NO. 33 YOUNGSTOWN DISTRICT PENSION FUND | BOARD OF TRUSTEES SHEET METAL, AIR YOUNGSTOWN DISTRICT, OH | $83M | 196 |
| IBEW LOCAL NO. 143 PENSION PLAN | IBEW LOCAL NO. 143 PENSION PLAN, PA | $80M | 365 |
| OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN | BOARD OF TRUSTEES OHIO VALLEY PLUMBERS AND PIPEFITTERS SECURITY PLAN, OH | $78M | 1,415 |
| 143 IBEW BENEFIT FUNDS - PENSION FUND | IBEW 143 BENEFIT FUNDS - PENSION FUND, PA | $75M | 354 |
| IBEW LOCAL NO. 143 ANNUITY PLAN | IBEW LOCAL NO. 143 ANNUITY PLAN, PA | $71M | 379 |
| THOMAS STEEL STRIP CORP. PENSION PLAN | THOMAS STEEL STRIP CORP., OH | $66M | 47 |
| SOUTHWOODS HEALTH 401(K) PLAN | THE SURGERY CENTER AT SOUTHWOODS, LLC, OH | $59M | 1,124 |
| SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN | SUPERIOR BEVERAGE GROUP, LTD., OH | $50M | 549 |
| MOSURE & SYRAKIS 401(K) PROFIT SHARING TRUST | MS CONSULTANTS, INC., OH | $44M | 367 |
| SHEET METAL, AIR, RAIL, & TRANSPORTATION ASSOCIATION LOCAL UNION NO. 33 YOUNGSTOWN DISTRICT ANNUITY PLAN | BOARD OF TRUSTEES SHEET METAL, AIR YOUNGSTOWN DISTRICT, OH | $39M | 503 |
| IBEW LOCAL UNION NO. 812 ANNUITY PLAN | TRUSTEES OF IBEW LOCAL UNION NO. 812 ANNUITY PLAN, NJ | $33M | 220 |
| WILEY COMPANIES 401(K) RETIREMENT PLAN | WILEY COMPANIES, OH | $24M | 225 |
| THOMAS STEEL STRIP CORP. RETIREMENT INCOME PLAN | THOMAS STEEL STRIP CORP., OH | $21M | 10 |
| THE CAFARO COMPANY RETIREMENT SAVINGS TRUST AND PLAN | THE CAFARO COMPANY, OH | $18M | 577 |
| S.P. COMPANY, INC. 401(K) PLAN | S.P. COMPANY, INC., OH | $15M | 176 |
Showing top 20 of 47 plans serviced in 2025.