401(k) · DOL Form 5500 · 2022
Andersen Tax LLC 401(k) Plan
Data updated 2026-08-11
- $216M
- Total assets
- 1,479
- Participants
- 96th
- Percentile by assets
- $145,755
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $216M
- total plan assets (2022 EOY)
- 1,479
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $145,755
- avg assets per participant
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.
Where Andersen Tax LLC Tax Reduction Investment Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Andersen Tax LLC Tax Reduction Investment Plan reports 1,479 participants - 2.3x that state average ($216M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $240M |
|---|---|
| Net Assets (End of Year) | $216M |
| Net Income | -$24M |
| Employer EIN | 331197384 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Andersen Tax LLC)
| 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
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Andersen Tax LLC Tax Reduction Investment Plan by total assets, not by location.
- Growmark 401(k) Plan (IL) $215M · 2,293
- Equinor US Holdings Inc. 401(k) Retirement Plan (CT) $215M · 575
- Keolis America, Inc. 401(k) Savings Plan (MA) $216M · 4,781
- Airbus U.S. Space & Defense, Inc. 401(k) Retirement Plan (VA) $216M · 979
Frequently Asked Questions
How did Andersen Tax LLC Tax Reduction Investment Plan assets move in 2022? ▼
How have Andersen Tax LLC plan assets changed over time? ▼
Where does Andersen Tax LLC Tax Reduction Investment Plan rank by assets among Form 5500 filers? ▼
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Next read for Andersen Tax LLC Tax Reduction Investmen…
Filing takeaways
Ways to act on Andersen Tax LLC Tax Reduction Investment Plan's numbers.
- By total assets, Andersen Tax LLC Tax Reduction Investment 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 California. Compare plans
- Andersen Tax LLC's sponsor-wide assets have grown 56.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans