PBMares, LLP

Employee Benefit Plan Auditor

Richmond, VA

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).

PlanSponsorAssetsParticipants
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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