401(k) · DOL Form 5500 · 2023

Tanner Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
32nd
Percentile by assets National rank
$180,064
Avg per participant Above avg balance/head
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Official DOL plan name: Tanner Insurance Agency, Inc. · Sponsored by Tanner Insurance Agency, Inc. · New York · Finance & Insurance

$2M in assets, 13 participants

Tanner Insurance Agency, Inc.'s Tanner Insurance Agency, Inc. reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,967 in Finance & Insurance (8,869 peers)

Tanner Insurance Agency, Inc. multi-year trail

Tanner Insurance Agency, Inc.'s plans moved +56.3% in assets from 2022 to 2024; this filing shows Tanner Insurance Agency, Inc. at $2M / 13 participants.

#1,967
in Finance & Insurance (8,869 peers)
+26.8%
assets growth YoY

Tanner Insurance Agency, Inc. among the smaller filed plans by assets

Tanner Insurance Agency, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,340,836 32nd percentile higher than 32% of 127,068 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 2023

Tanner Insurance Agency, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tanner Insurance Agency, Inc. is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tanner Insurance Agency, Inc. reported net income rose from -$287K in the plan year 2022 filing to $495K in the plan year 2023 filing.
  • Tanner Insurance Agency, Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tanner Insurance Agency, Inc. reported participants fell from 15 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161542341 · Tanner Insurance Agency, Inc. PY 2023 · 401(k)

Tanner Insurance Agency, Inc. · $2M · 13 · 32nd

  • TYPE $2M
  • NET 13
  • BOOK 32nd
  • VS-ST 401(k)
  • BOY near Kent Bickmore Inc 401(k) Profit Sharing Plan & Trust
  • SCH ind #1967

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 Finance & Insurance retirement plans → · Plans in New York →

Tanner Insurance Agency, Inc. in the asset neighbourhood

Tanner Insurance Agency, Inc.$2MKent Bickmore Inc 401(k) Profit Sharing Plan & TrustKent Bickmore Inc 401(k) Pro…$2MCivic Community Ventures 401(k) PlanCivic Community Ventures 401…$2MDupage Eye Surgery Center, LLC 401(k) PlanDupage Eye Surgery Center, L…$2MSprague's Supply, Inc. 401(k) PlanSprague's Supply, Inc. 401(k…$2M
End-of-year total assets ($M) among Tanner Insurance Agency, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tanner Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tanner Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.25055194873798% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.85M $2.88M ▲ +55.7%
Year Plans Participants Total Assets
2022 1 15 $2M
2023 1 13 $2M
2024 1 15 $3M

Tanner Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$495K
Employer EIN161542341
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Tanner Insurance Agency, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tanner Insurance Agency, Inc., Total assets ($B): 0.002340836 · Participants: 13Tanner Insurance Agency, Inc.IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Tanner Insurance Agency, Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tanner Insurance Agency, Inc. side-by-side with 3 peers →

Tanner Insurance Agency, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kent Bickmore Inc 401(k) Profit Sharing Plan & Trust in OR ($2M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tanner Insurance Agency, Inc. assets move in 2023? ▼
Tanner Insurance Agency, Inc. grew sharply - up 26.8% during 2023, from $2M to $2M. Reported net income was $495K.
How have Tanner Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tanner Insurance Agency, Inc.'s sponsor-wide assets grew 56.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Tanner Insurance Agency, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Kent Bickmore Inc 401(k) Profit Sharing Plan & Trust in OR ($2M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Tanner Insurance Agency, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161542341.

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.