401(k) · DOL Form 5500 · 2022
O.C. Tanner Company 401(k) Plan
Data updated 2026-08-25
- $304M
- Total assets Above avg plan size
- 1,135
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $267,977
- Avg per participant High balance/head
Official DOL plan name: O.C. Tanner Retirement & Savings Plan · Sponsored by O.C. Tanner Company · Utah · Manufacturing
$304M in assets, 1,135 participants
O.C. Tanner Company's O.C. Tanner Retirement & Savings Plan reported $304M in total assets and 1,135 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,551 in Manufacturing (20,602 peers)
Where O.C. Tanner Retirement & Savings Plan sits by assets
O.C. Tanner Retirement & Savings Plan sits in the top 5% of all filed plans by assets, $304M for 1,135 participants (~$267,977/participant), down 17.9% in 2022.
- #19,551
- in Manufacturing (20,602 peers)
- -17.9%
- assets change YoY
- 3.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O.C. Tanner Retirement & Savings Plan's outsized position by total assets
O.C. Tanner Retirement & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$304,154,362 Top 3% higher than 97% 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
O.C. Tanner Retirement & Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O.C. Tanner Retirement & Savings Plan lands in the large band (1,135 participants).
DOL schedule card
Filing strip 870182665 · O.C. Tanner Company PY 2022 · 401(k)
O.C. Tanner Retirement & Savings Plan · $304M · 1,135 · 97th
- ASSETS $304M
- ASSETS 1,135
- ASSETS 97th
- ASSETS 401(k)
- ASSETS near Zenith 401(k) Plan
- ASSETS ind #19551
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 Manufacturing retirement plans → · Plans in Utah →
O.C. Tanner Retirement & Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $371M |
|---|---|
| Net Assets (End of Year) | $304M |
| Net Income | -$66M |
| Employer EIN | 870182665 |
| Plan Effective Date | 1954-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O.C. Tanner Company)
Sponsor-wide plan assets over time
All O.C. Tanner Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $346M 13.710026292504725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,135 | $304M |
| 2023 | 1 | 1,195 | $328M |
| 2024 | 1 | 1,240 | $346M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
O.C. Tanner Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Zenith 401(k) Plan in CA ($304M); by covered participants it is Coronado Coal LLC 401(k) Profit Sharing Plan in WV (1,135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($304M here).
- Zenith 401(k) Plan (CA) $304M · 1,440
- Fareway Stores, Inc. 401(k) Profit Sharing Plan (IA) $304M · 5,028
- The Medtronic Puerto Rico Employees' Savings and Investment Plan (MN) $304M · 4,750
- Geosyntec Consultants, Inc. and Subsidiaries 401(k) Retirement Plan (FL) $304M · 1,473
Similar participant headcount
Nearest other-state filings by covered participants (1,135 participants); asset peers above are excluded.
- Coronado Coal LLC 401(k) Profit Sharing Plan (WV) 1,135 · 0 off
- Behlen Mfg. Co. 401(k) Plan (NE) 1,135 · 0 off
- Cap Tech Ventures, Inc. 401(k) Plan (VA) 1,135 · 0 off
- IBEW Local Union 306 401 (K) Wage Reduction Retirement Fund (OH) 1,135 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.