About Whitley Penn LLP
<p>From its Fort Worth roots in the Dallas–Fort Worth metro, Whitley Penn LLP is a public accounting firm that handles employee benefit plan audit work for retirement plans.</p> <p>Founded in 1986 and headquartered in Fort Worth, the firm has about 800 employees. Sponsors and plan fiduciaries use Whitley Penn for audit support tied to retirement plan reporting and compliance needs.</p> <p>What sets Whitley Penn apart is its depth of resources for plan audits while keeping decision-making local to its Fort Worth headquarters.</p> <p>Common work performed by firms like this includes:</p> <ul> <li>Employee benefit plan audits for qualified retirement plans</li> <li>Audit documentation and support for plan administrators and recordkeepers</li> <li>Financial statement audit services related to retirement plan reporting</li> <li>Help addressing auditor requests and plan audit timelines</li> </ul>
Website: https://whitleypenn.com
Founded: 1986
Employees: 800
Office Locations
- Fort Worth, TX
- Fort Worth, TX (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 247
- Total AUM Audited: $36.2B
- 401(k): 247 plans, $36.2B 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 |
|---|---|---|---|
| BNSF RAILWAY COMPANY NON-SALARIED EMPLOYEES 401(K) RETIREMENT PLAN | BNSF RAILWAY COMPANY, TX | $4.8B | 27,379 |
| BURLINGTON NORTHERN SANTA FE RETIREMENT PLAN | BURLINGTON NORTHERN SANTA FE, LLC, TX | $3.1B | 4,460 |
| BURLINGTON NORTHERN SANTA FE INVESTMENT AND RETIREMENT PLAN | BURLINGTON NORTHERN SANTA FE, LLC, TX | $2.5B | 6,015 |
| CELANESE AMERICAS RETIREMENT PENSION PLAN | CELANESE AMERICAS LLC, TX | $1.9B | 976 |
| SCL HEALTH 401(K) RETIREMENT SAVINGS PLAN | SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, CO | $1.5B | 13,884 |
| 401(k) Retirement Plan | Healthcare Sponsor, TX | $1.4B | 14,645 |
| 401(k) Retirement Plan | Manufacturing Sponsor, TX | $1.4B | 7,243 |
| 401(k) Retirement Plan | Professional Services Sponsor, TX | $1.2B | 4,547 |
| 401(k) Retirement Plan | Technology Sponsor, TX | $1.1B | 5,287 |
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