401(k) · DOL Form 5500 · 2022
O.C. Tanner Company 401(k) Plan
Data updated 2026-08-11
- $304M
- Total assets
- 1,135
- Participants
- 97th
- Percentile by assets
- $267,977
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $304M
- total plan assets (2022 EOY)
- 1,135
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $267,977
- avg assets per participant
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.
Where O.C. Tanner Retirement & Savings Plan sits 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 vs the 2022 asset distribution
By assets, O.C. Tanner Retirement & Savings Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.1x the national average plan size of $100M (721 average participants).
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)
| 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.
O.C. Tanner Retirement & Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to O.C. Tanner Retirement & Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did O.C. Tanner Retirement & Savings Plan assets move in 2022? ▼
How have O.C. Tanner Company plan assets changed over time? ▼
Where does O.C. Tanner Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for O.C. Tanner Retirement & Savings Plan
Scale reading
Ways to act on O.C. Tanner Retirement & Savings Plan's numbers.
- By total assets, O.C. Tanner Retirement & Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
- O.C. Tanner Company's sponsor-wide assets have grown 13.7% since 2022 across 3 plan years on file. More Manufacturing plans