401(k) · DOL Form 5500 · 2022

Andersen Tax LLC 401(k) Plan

Data updated 2026-08-25

$216M
Total assets Near avg plan size
1,479
Participants Near avg headcount
96th
Percentile by assets National rank
$145,755
Avg per participant Above avg balance/head
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Official DOL plan name: Andersen Tax LLC Tax Reduction Investment Plan · Sponsored by Andersen Tax LLC · California · Professional & Technical Services

$216M in assets, 1,479 participants

Andersen Tax LLC's Andersen Tax LLC Tax Reduction Investment Plan reported $216M in total assets and 1,479 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #20,909 in Professional & Technical Services (21,562 peers)

Coverage in California

Andersen Tax LLC Tax Reduction Investment Plan covers 1,479 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $216M.

#20,909
in Professional & Technical Services (21,562 peers)
-10.0%
assets change YoY
2.2×
vs typical plan assets (national mean)

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Andersen Tax LLC Tax Reduction Investment Plan's outsized position by total assets

Andersen Tax LLC Tax Reduction Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$215,571,932 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Andersen Tax LLC Tax Reduction Investment 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. Andersen Tax LLC Tax Reduction Investment Plan lands in the large band (1,479 participants).

Form 5500 schedule snapshot

Filing strip 331197384 · Andersen Tax LLC PY 2022 · 401(k)

Andersen Tax LLC Tax Reduction Investment Plan · $216M · 1,479 · 96th

  • ASSETS $216M
  • PCT 1,479
  • EIN 96th
  • RANK 401(k)
  • PHOTO near Growmark 401(k) Plan
  • IND ind #20909

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 California →

Andersen Tax LLC Tax Reduction Investment Plan in the asset neighbourhood

Airbus U.S. Space & Defense, Inc. 401(k) Retirement PlanAirbus U.S. Space & Defense,…$216MKeolis America, Inc. 401(k) Savings PlanKeolis America, Inc. 401(k) …$216MAndersen Tax LLC Tax Reduction Investment PlanAndersen Tax LLC Tax Reducti…$216MGrowmark 401(k) Plan$215MEquinor US Holdings Inc. 401(k) Retirement PlanEquinor US Holdings Inc. 401…$215M
End-of-year total assets ($M) among Andersen Tax LLC Tax Reduction Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$240M
Net Assets (End of Year)$216M
Net Income-$24M
Employer EIN331197384
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Andersen Tax LLC)

Sponsor-wide plan assets over time

All Andersen Tax LLC plans reported in each filing year

Latest sponsor-wide plan assets
$337M 56.30440423013883% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $216M $337M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 1,479 $216M
2023 1 1,689 $283M
2024 1 2,070 $337M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Andersen Tax LLC Tax Reduction Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Andersen Tax LLC Tax Reduction Investment Plan, Total assets ($B): 0.215571932 · Participants: 1479Andersen Tax LLC Tax Reduction Investment PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Andersen Tax LLC Tax Reduction Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Andersen Tax LLC Tax Reduction Investment Plan side-by-side with 3 peers →

Andersen Tax LLC Tax Reduction Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Growmark 401(k) Plan in IL ($215M); by covered participants it is The Haskell Company Tax Deferred Savings Plan (401(k)) in FL (1,479 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($216M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,479 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.

Frequently Asked Questions

How did Andersen Tax LLC Tax Reduction Investment Plan assets move in 2022? ▼
Andersen Tax LLC Tax Reduction Investment Plan pulled back noticeably - down 10.0% during 2022, from $240M to $216M. Reported net income was -$24M.
How have Andersen Tax LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andersen Tax LLC's sponsor-wide assets grew 56.3%, from $216M to $337M.
Where does Andersen Tax LLC Tax Reduction Investment Plan rank by assets among Form 5500 filers? ▼
Andersen Tax LLC Tax Reduction Investment Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Andersen Tax LLC Tax Reduction Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Growmark 401(k) Plan in IL ($215M, 2,293 participants).
Which 401(k) plans cover a similar participant headcount to Andersen Tax LLC Tax Reduction Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Haskell Company Tax Deferred Savings Plan (401(k)) in FL (1,479 participants, $163M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 331197384.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.