401(k) · DOL Form 5500 · 2022
Tanner Marlo Cpas, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $126,032
- Avg per participant Near avg balance/head
Official DOL plan name: Tanner 401(k) Plan · Sponsored by Tanner Marlo Cpas, Inc. · Illinois · Professional & Technical Services
$2M in assets, 12 participants
Tanner Marlo Cpas, Inc.'s Tanner 401(k) Plan reported $2M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 30th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,656 in Professional & Technical Services (21,562 peers)
Tanner Marlo Cpas, Inc. multi-year trail
Tanner Marlo Cpas, Inc.'s plans moved +13.0% in assets from 2022 to 2024; this filing shows Tanner 401(k) Plan at $2M / 12 participants.
- #5,656
- in Professional & Technical Services (21,562 peers)
- -0.6%
- assets change YoY
The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tanner 401(k) Plan among the smaller filed plans by assets
Tanner 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,512,389 30th percentile higher than 30% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tanner 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tanner 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 205825295 · Tanner Marlo Cpas, Inc. PY 2022 · 401(k)
Tanner 401(k) Plan · $2M · 12 · 30th
- NET $2M
- NET 12
- NET 30th
- NET 401(k)
- NET near C.a.P.E. 401(k) Employee Savings Plan
- NET ind #5656
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Illinois →
Tanner 401(k) Plan in the asset neighbourhood
Tanner Marlo Cpas, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Tanner Marlo Cpas, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 12.968356686011337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $2M |
| 2023 | 1 | 7 | $1M |
| 2024 | 1 | 11 | $2M |
Tanner Marlo Cpas, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$10K |
| Employer EIN | 205825295 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Tanner 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is C.a.P.E. 401(k) Employee Savings Plan in IN ($2M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.