# Whitley Penn LLP
Source: https://planprovider.pro/provider/whitley-penn-llp

> 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 reti…

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](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).

| 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|

| D.R. HORTON, INC. PROFIT SHARING PLUS PLAN|D.R. HORTON, INC., TX|$1.4B|14,645|

| JACK HENRY & ASSOCIATES, INC 401K RETIREMENT SAVINGS PLAN|JACK HENRY & ASSOCIATES INC, TX|$1.4B|7,243|

| FLOWSERVE CORPORATION RETIREMENT SAVINGS PLAN|FLOWSERVE CORPORATION, TX|$1.2B|4,547|

| ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST|ATMOS ENERGY CORPORATION, TX|$1.1B|5,287|

| CELANESE AMERICAS RETIREMENT SAVINGS PLAN|CELANESE AMERICAS LLC, TX|$993M|2,928|

| PIONEER NATURAL RESOURCES USA, INC. 401(K) AND MATCHING PLAN|PIONEER NATURAL RESOURCES USA, INC., TX|$849M|1,917|

| THE 401(K) RETIREMENT PLAN OF HEIDELBERG MATERIALS US|HM US SERVICES, LLC, TX|$798M|4,871|

| MARY KAY INC. PROFIT SHARING AND 401(K) PLAN|MARY KAY INC., TX|$790M|1,459|

| ONEMAIN 401(K) PLAN|ONEMAIN GENERAL SERVICES CORPORATION, IN|$651M|9,172|

| ATMOS ENERGY CORPORATION PENSION ACCOUNT PLAN|ATMOS ENERGY CORPORATION, TX|$580M|1,717|

| HEIDELBERG MATERIALS US PENSION PLAN|HM US SERVICES, LLC, TX|$518M|948|

| BRINKER INTERNATIONAL 401(K) SAVINGS PLAN|BRINKER INTERNATIONAL, INC., TX|$495M|50,716|

| ELBIT SYSTEMS OF AMERICA CONSOLIDATED 401(K) SAVINGS PLAN|ELBIT SYSTEMS OF AMERICA, LLC, TX|$465M|3,219|

| LJA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN|LJA ENGINEERING, INC., TX|$437M|2,470|

| GALDERMA SERVICES, INC. EMPLOYEES' 401(K) AND EMPLOYER CONTRIBUTION PLAN|GALDERMA SERVICES, INC., TX|$424M|1,153|

Showing top 20 of 249 plans serviced in 2024.

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- [RBMS, LLP](https://planprovider.pro/provider/rbms-llp) - Lubbock, TX

- [ABIP PC](https://planprovider.pro/provider/abip-pc) - Houston, TX

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