States
Retirement plans that need a first audit, by state
2,085 plans across the United States filed Form 5500-SF for 2025 with 121 or more participants with account balances at year-end. Choose a state to see its industries, cities, deadlines and the audit firms active there.
| State | Forecast: first audit 2026 | Watch list: 100-120 | Free sample |
|---|---|---|---|
| California | 341 | 765 | |
| Texas | 165 | 358 | |
| New York | 139 | 372 | |
| Florida | 138 | 256 | |
| Pennsylvania | 91 | 220 | |
| Illinois | 87 | 279 | |
| New Jersey | 74 | 187 | |
| Massachusetts | 67 | 197 | |
| Georgia | 61 | 133 | |
| Minnesota | 55 | 149 | |
| Colorado | 54 | 114 | |
| Virginia | 54 | 183 | |
| Ohio | 53 | 181 | |
| Michigan | 51 | 156 | |
| Arizona | 44 | 85 | |
| North Carolina | 44 | 136 | |
| Missouri | 40 | 89 | |
| Utah | 38 | 71 | |
| Maryland | 37 | 124 | |
| Indiana | 33 | 110 | |
| Washington | 32 | 134 | |
| Oregon | 31 | 90 | |
| South Carolina | 28 | 65 | |
| Tennessee | 27 | 99 | |
| Wisconsin | 27 | 132 | |
| Iowa | 23 | 61 | |
| Louisiana | 21 | 70 | |
| District of Columbia | 19 | 55 | on request |
| Nevada | 16 | 39 | on request |
| Delaware | 16 | 22 | on request |
| Alabama | 15 | 59 | on request |
| Kentucky | 14 | 54 | on request |
| Kansas | 13 | 45 | on request |
| New Hampshire | 12 | 31 | on request |
| Connecticut | 11 | 82 | on request |
| Oklahoma | 11 | 42 | on request |
| Maine | 11 | 47 | on request |
| Mississippi | 10 | 21 | on request |
| Idaho | 10 | 25 | on request |
| Arkansas | 9 | 33 | on request |
| Rhode Island | 9 | 27 | on request |
| North Dakota | 9 | 24 | on request |
| Nebraska | 9 | 47 | on request |
| New Mexico | 8 | 27 | on request |
| Vermont | 7 | 13 | on request |
| South Dakota | 7 | 18 | on request |
| Montana | 5 | 18 | on request |
States with fewer than 5 forecast plans are included in the nationwide list: Alaska, Hawaii, West Virginia, Wyoming.