Other · DOL Form 5500 · 2022

Tanager Place Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
240
Participants Below avg headcount
47th
Percentile by assets National rank
$17,278
Avg per participant Low balance/head
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Official DOL plan name: Tanager Place Employee 403(b) Retirement Plan · Sponsored by Tanager Place · Iowa · Healthcare & Social Assistance

$4M in assets, 240 participants

Tanager Place's Tanager Place Employee 403(b) Retirement Plan reported $4M in total assets and 240 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #10,413 in Healthcare & Social Assistance (20,060 peers)

Coverage in Iowa

Tanager Place Employee 403(b) Retirement Plan covers 240 participants in Iowa, about 39% of the average Iowa filer (state average ~609 per filing). Assets: $4M.

#10,413
in Healthcare & Social Assistance (20,060 peers)
-11.0%
assets change YoY

The plan reported a net loss of $514K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tanager Place Employee 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tanager Place Employee 403(b) Retirement Plan vs every filed plan by assets

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

$4,146,797 47th percentile higher than 47% 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

Tanager Place Employee 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tanager Place Employee 403(b) Retirement Plan sits mid-pack in the medium band (240 participants).

Plan-year Form 5500 strip

Filing strip 420688079 · Tanager Place PY 2022 · Other

Tanager Place Employee 403(b) Retirement Plan · $4M · 240 · 47th

  • PCT $4M
  • EIN 240
  • RANK 47th
  • PHOTO Other
  • IND near Friendship Village of Dublin Matched Fund Retirement Plan
  • EOY ind #10413

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Tanager Place Employee 403(b) Retirement Plan in the asset neighbourhood

Tanager Place Employee 403(b) Retirement PlanTanager Place Employee 403(b…$4MFriendship Village of Dublin Matched Fund Retirement PlanFriendship Village of Dublin…$4MFreeman Regional Health Services 403(b) PlanFreeman Regional Health Serv…$4M403(b) Thrift Plan for Employees of Community Development Corporation of Long Island403(b) Thrift Plan for Emplo…$4MAztec Shops, Ltd. Retirement PlanAztec Shops, Ltd. Retirement…$4M
End-of-year total assets ($M) among Tanager Place Employee 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$514K
Employer EIN420688079
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tanager Place)

Sponsor-wide plan assets over time

All Tanager Place plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.96059802300426% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.15M $5.64M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 240 $4M
2023 1 301 $5M
2024 1 302 $6M

Nearby Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Tanager Place Employee 403(b) Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants Tanager Place Employee 403(b) Retirement Plan, Total assets ($M): 4.146797 · Participants: 240Tanager Place Employee 403(b) Retirement PlanIaicu Multiple Employer Plan, Total assets ($M): 495.9823 · Participants: 2131Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 387.931026 · Participants: 1012Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 315.100984 · Participants: 758Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 297.192368 · Participants: 4454Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 248.646529 · Participants: 1182Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Tanager Place Employee 403(b) Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Tanager Place Employee 403(b) Retirement Plan side-by-side with 3 peers →

Tanager Place Employee 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Friendship Village of Dublin Matched Fund Retirement Plan in OH ($4M); by covered participants it is Cincinnati Country Day School Tiaa Cref Retirement Plan in OH (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Tanager Place Employee 403(b) Retirement Plan assets move in 2022? ▼
Tanager Place Employee 403(b) Retirement Plan pulled back noticeably - down 11.0% during 2022, from $5M to $4M. Reported net income was -$514K.
How have Tanager Place plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tanager Place's sponsor-wide assets grew 36.0%, from $4M to $6M.
Which Other plans are similar in size to Tanager Place Employee 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Friendship Village of Dublin Matched Fund Retirement Plan in OH ($4M, 251 participants).
Which Other plans cover a similar participant headcount to Tanager Place Employee 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Cincinnati Country Day School Tiaa Cref Retirement Plan in OH (240 participants, $21M 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 420688079.

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.