About Stambaugh Ness, Inc.
<p>Known for deep experience with Architecture, Engineering, and Construction firms, Stambaugh Ness, Inc. is a York, Pennsylvania firm serving businesses across South Central PA and the broader Mid-Atlantic.</p> <p>Founded in 1996, the firm provides audit services alongside tax and advisory work for AEC companies. Its team also handles M&A support, due diligence, and outsourced accounting, with specific experience supporting Deltek Vantagepoint environments.</p> <p>Beyond financial reporting, Stambaugh Ness works with AEC organizations on practical issues that affect day-to-day operations, including cybersecurity planning and financial management. The main differentiator is its tight focus on the AEC industry, which shapes how it approaches accounting systems, project-based reporting, and transactions.</p> <p>Learn more at <a href="https://www.stambaughness.com/">https://www.stambaughness.com/</a>.</p> <ul> <li>Audit services (including retirement plan audits as part of its audit practice)</li> <li>Tax services for AEC firms</li> <li>M&A support and due diligence advisory</li> <li>Outsourced accounting, including Deltek Vantagepoint support</li> <li>Cybersecurity guidance for AEC organizations</li> </ul>
Website: https://www.stambaughness.com/
Founded: 1996
Office Locations
- York, PA
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 89
- Total AUM Audited: $5.4B
- 401(k): 89 plans, $5.4B 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 |
|---|---|---|---|
| WELLSPAN 403(B) RETIREMENT SAVINGS PLAN | WELLSPAN HEALTH, PA | $2.6B | 21,551 |
| THE WELLSPAN HEALTH SYSTEM MERGED PENSION PLAN | WELLSPAN HEALTH, PA | $971M | 3,265 |
| THE CHAMBERSBURG HOSPITAL PENSION PLAN FOR UNION REPRESENTED EMPLOYEES | WELLSPAN CHAMBERSBURG HOSPITAL, PA | $216M | 1,131 |
| HALFF ASSOCIATES INC. 401(K) PLAN | HALFF ASSOCIATES, INC, TX | $187M | 1,503 |
| CROWN CENTRAL RETIREMENT PLAN | ROSEMORE, INC., MD | $160M | — |
| 401(k) Retirement Plan | Healthcare Sponsor, PA | $129M | 811 |
| 401(k) Retirement Plan | Manufacturing Sponsor, PA | $99M | 118 |
| 401(k) Retirement Plan | Professional Services Sponsor, WI | $91M | 459 |
| 403(b) Retirement Plan | Technology Sponsor, PA | $83M | 1,502 |
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