About PBMares, LLP
<p>Founded in 1963, PBMares, LLP is a CPA firm with about 750 employees, with an office in Richmond in Virginia’s capital region.</p> <p>The firm handles audit, tax, accounting, and business advisory work, including employee benefit plan engagements. For plan sponsors that need help meeting ERISA reporting requirements, PBMares is part of the directory of <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <p>Thomas B. Healy, CPA, is a Partner and Employee Benefit Team Leader. He leads a cross-functional group focused on employee benefit plan audits and related compliance work for nearly 100 plans, including plans sponsored by public companies.</p> <p>What sets PBMares apart is the depth of its employee benefit plan audit practice inside a larger CPA firm, which can be useful when plan audit issues overlap with tax and accounting questions.</p> <ul> <li>Employee benefit plan audits (including ERISA plan audits)</li> <li>Audit and assurance services for plan sponsors</li> <li>Tax services</li> <li>Accounting services</li> <li>Business advisory services</li> </ul>
Website: https://www.pbmares.com/
Founded: 1963
Employees: 750
Office Locations
- Richmond, VA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 189
- Total AUM Audited: $28.6B
- 401(k): 189 plans, $28.6B 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 |
|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC. 401(K) RETIREMENT PLAN | THERMO FISHER SCIENTIFIC INC., PA | $10.3B | 52,390 |
| SENTARA 403(B) SAVINGS PLAN | SENTARA HEALTH, VA | $3.7B | 30,766 |
| FERGUSON ENTERPRISES, LLC, 401(K) RETIREMENT SAVINGS PLAN | FERGUSON ENTERPRISES, LLC, VA | $3.6B | 30,502 |
| SENTARA PENSION PLAN | SENTARA HEALTH, VA | $2.6B | 16,048 |
| LENOVO SAVINGS PLAN | LENOVO (UNITED STATES) INC., NC | $2.6B | 5,245 |
| 401(k) Retirement Plan | Healthcare Sponsor, NC | $1.9B | 7,529 |
| 401(k) Retirement Plan | Manufacturing Sponsor, NC | $1.5B | 14,922 |
| 401(k) Retirement Plan | Professional Services Sponsor, FL | $961M | 13,951 |
| 401(k) Retirement Plan | Technology Sponsor, FL | $813M | 13,666 |
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