Whitley Penn LLP

Employee Benefit Plan Auditor

Fort Worth, TX

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 (2024)

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
BNSF RAILWAY COMPANY NON-SALARIED EMPLOYEES 401(K) RETIREMENT PLANBNSF RAILWAY COMPANY, TX$4.8B27,379
BURLINGTON NORTHERN SANTA FE RETIREMENT PLANBURLINGTON NORTHERN SANTA FE, LLC, TX$3.1B4,460
BURLINGTON NORTHERN SANTA FE INVESTMENT AND RETIREMENT PLANBURLINGTON NORTHERN SANTA FE, LLC, TX$2.5B6,015
CELANESE AMERICAS RETIREMENT PENSION PLANCELANESE AMERICAS LLC, TX$1.9B976
SCL HEALTH 401(K) RETIREMENT SAVINGS PLANSISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, CO$1.5B13,884
D.R. HORTON, INC. PROFIT SHARING PLUS PLAND.R. HORTON, INC., TX$1.4B14,645
JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLANJACK HENRY & ASSOCIATES INC, TX$1.4B7,243
FLOWSERVE CORPORATION RETIREMENT SAVINGS PLANFLOWSERVE CORPORATION, TX$1.2B4,547
ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUSTATMOS ENERGY CORPORATION, TX$1.1B5,287
CELANESE AMERICAS RETIREMENT SAVINGS PLANCELANESE AMERICAS LLC, TX$993M2,928
PIONEER NATURAL RESOURCES USA, INC. 401(K) AND MATCHING PLANPIONEER NATURAL RESOURCES USA, INC., TX$849M1,917
THE 401(K) RETIREMENT PLAN OF HEIDELBERG MATERIALS USHM US SERVICES, LLC, TX$798M4,871
MARY KAY INC. PROFIT SHARING AND 401(K) PLANMARY KAY INC., TX$790M1,459
ONEMAIN 401(K) PLANONEMAIN GENERAL SERVICES CORPORATION, IN$651M9,172
ATMOS ENERGY CORPORATION PENSION ACCOUNT PLANATMOS ENERGY CORPORATION, TX$580M1,717
HEIDELBERG MATERIALS US PENSION PLANHM US SERVICES, LLC, TX$518M948
BRINKER INTERNATIONAL 401(K) SAVINGS PLANBRINKER INTERNATIONAL, INC., TX$495M50,716
ELBIT SYSTEMS OF AMERICA CONSOLIDATED 401(K) SAVINGS PLANELBIT SYSTEMS OF AMERICA, LLC, TX$465M3,219
LJA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLANLJA ENGINEERING, INC., TX$437M2,470
GALDERMA SERVICES, INC. EMPLOYEES' 401(K) AND EMPLOYER CONTRIBUTION PLANGALDERMA SERVICES, INC., TX$424M1,153

Showing top 20 of 249 plans serviced in 2024.

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