States · Oregon
Oregon plans that need their first audit
31 retirement plans sponsored by Oregon 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 Oregon number 22 of 53 states and territories on the current forecast list.
Download the free Oregon sample (PDF)Five forecast plans with sponsor names, the state count and auditor market shares. No sign-up.
31Oregon plans on the forecast list (31 are 401(k) plans)
90Oregon plans at 100-120 participants on the watch list
132median participants with balances at the end of 2025
$1.8mmedian net plan assets at the end of 2025
Industries
Who sponsors these plans
Industry of the plan sponsor (NAICS sector) for the 31 forecast plans in Oregon.
| Industry | Plans | Share |
|---|---|---|
| Professional services | 6 | 19% |
| Health care | 6 | 19% |
| Transportation | 5 | 16% |
| Manufacturing | 3 | 10% |
| Admin & support services | 2 | 6% |
| Finance & insurance | 2 | 6% |
Where
Cities with several plans
Portland (8), Oregon City (3), Salem (3), Clackamas (2), Beaverton (2).
Already audited
New large plans
0 Oregon 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 Oregon today
162 audit firms signed 976 audits of Oregon 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 Oregon |
|---|---|---|
| Baker Tilly US, LLP | 184 | 18.9% |
| Jones & Roth, P.C. | 70 | 7.2% |
| Cliftonlarsonallen LLP | 55 | 5.6% |
| Perkins & Company, P.C. | 47 | 4.8% |
| Aldrich CPAS and Advisors LLP | 46 | 4.7% |
| Delap LLP | 36 | 3.7% |
| Hoffman, Stewart & Schmidt, P.C. | 36 | 3.7% |
| Kbf CPAS - Audit, LLP | 33 | 3.4% |
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 Oregon 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 Oregon 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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