States · Arizona
Arizona plans that need their first audit
44 retirement plans sponsored by Arizona employers filed Form 5500-SF for 2025 and ended the year with 121 or more participants with account balances. Under the 80-120 rule they start 2026 above the large-plan threshold, so plan year 2026 is generally their first audited year. That ranks Arizona number 15 of 53 states and territories on the current forecast list.
Download the free Arizona sample (PDF)Five forecast plans with sponsor names, the state count and auditor market shares. No sign-up.
44Arizona plans on the forecast list (43 are 401(k) plans)
85Arizona plans at 100-120 participants on the watch list
144median participants with balances at the end of 2025
$2.2mmedian net plan assets at the end of 2025
Industries
Who sponsors these plans
Industry of the plan sponsor (NAICS sector) for the 44 forecast plans in Arizona.
| Industry | Plans | Share |
|---|---|---|
| Professional services | 10 | 23% |
| Health care | 8 | 18% |
| Construction | 6 | 14% |
| Accommodation & food | 3 | 7% |
| Manufacturing | 3 | 7% |
| Transportation | 2 | 5% |
Where
Cities with several plans
Phoenix (13), Scottsdale (7), Mesa (6), Tempe (4), Chandler (3), Gilbert (3).
Already audited
New large plans
1 Arizona plans filed their first Form 5500 in the last season directly as large plans with an auditor's report. They show which firms win new plans from the start.
Auditor market
Who audits employee benefit plans in Arizona today
191 audit firms signed 1,066 audits of Arizona plans in the last complete filing year (Schedule H, plan year 2024). The largest by number of plan audits:
| Audit firm | Plan audits | Share in Arizona |
|---|---|---|
| Cbiz CPAS P.C. | 100 | 9.4% |
| Kimberlin Company, PLLC | 83 | 7.8% |
| Cliftonlarsonallen LLP | 81 | 7.6% |
| Baker Tilly US, LLP | 71 | 6.7% |
| Metz CPA, PLLC | 63 | 5.9% |
| Mansperger Patterson & Mcmullin Plc | 60 | 5.6% |
| Forvis Mazars, LLP | 49 | 4.6% |
| Beachfleischman PLLC | 45 | 4.2% |
Counted from the accountant firm name and EIN on Schedule H. Firms that merged during the year can appear under the old name.
Timing
Deadlines for the Arizona plans on the list
For calendar-year plans the first audited Form 5500 (plan year 2026) is due on 31 July 2027, or 15 October 2027 with a Form 5558 extension. Most sponsors engage their auditor after the plan year closes, so the window to introduce your firm is now through early 2027. How the audit requirement works.
The full Arizona list includes every forecast plan with sponsor, EIN, plan number, city, industry, participant trend, net assets and deadlines, plus the watch list and monthly updates. $290 per year for one state at the founding price, $990 nationwide, with a 30-day money-back guarantee. See pricing.
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