401(k) · DOL Form 5500 · 2023

O.C. Tanner Company 401(k) Plan

Data updated 2026-08-25

$328M
Total assets Above avg plan size
1,195
Participants Near avg headcount
96th
Percentile by assets National rank
$274,604
Avg per participant High balance/head
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Official DOL plan name: O.C. Tanner Retirement & Savings Plan · Sponsored by O.C. Tanner Company · Utah · Manufacturing

$328M in assets, 1,195 participants

O.C. Tanner Company's O.C. Tanner Retirement & Savings Plan reported $328M in total assets and 1,195 participants in its 2023 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.

  • #17,646 in Manufacturing (18,722 peers)

Coverage in Utah

O.C. Tanner Retirement & Savings Plan covers 1,195 participants in Utah, 2.0x the typical Utah plan (state average ~592 per filing). Assets: $328M.

#17,646
in Manufacturing (18,722 peers)
+7.9%
assets growth YoY
3.3×
vs typical plan assets (national mean)

O.C. Tanner Retirement & Savings Plan's outsized position by total assets

O.C. Tanner Retirement & Savings Plan vs every filed plan by assets

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

$328,151,782 Top 4% higher than 96% 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

O.C. Tanner Retirement & Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O.C. Tanner Retirement & Savings Plan lands in the large band (1,195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O.C. Tanner Retirement & Savings Plan reported net income rose from -$66M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • O.C. Tanner Retirement & Savings Plan end-of-year assets rose from $304M in the plan year 2022 filing to $328M in the plan year 2023 filing.
  • O.C. Tanner Retirement & Savings Plan reported participants rose from 1,135 in the plan year 2022 filing to 1,195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 870182665 · O.C. Tanner Company PY 2023 · 401(k)

O.C. Tanner Retirement & Savings Plan · $328M · 1,195 · 96th

  • IND $328M
  • IND 1,195
  • IND 96th
  • IND 401(k)
  • IND near Carr, Riggs & Ingram, LLC 401(k) Plan & Trust
  • IND ind #17646

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 Manufacturing retirement plans → · Plans in Utah →

O.C. Tanner Retirement & Savings Plan in the asset neighbourhood

Innova Solutions, Inc. Retirement Savings PlanInnova Solutions, Inc. Retir…$329MCarr, Riggs & Ingram, LLC 401(k) Plan & TrustCarr, Riggs & Ingram, LLC 40…$328MO.C. Tanner Retirement & Savings PlanO.C. Tanner Retirement & Sav…$328MMedia News Group Retirement/Savings PlanMedia News Group Retirement/…$328MSpectrum Brands 401(k) Retirement Savings PlanSpectrum Brands 401(k) Retir…$328M
End-of-year total assets ($M) among O.C. Tanner Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$304M
Net Assets (End of Year)$328M
Net Income$24M
Employer EIN870182665
Plan Effective Date1954-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O.C. Tanner Company)

Sponsor-wide plan assets over time

All O.C. Tanner Company plans reported in each filing year

Latest sponsor-wide plan assets
$346M 13.710026292504725% vs 2022
2024 filing year
$280M$300M$320M$340M$360M 202220232024 $304M $346M ▲ +13.7%
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 Scatter plot of 6 data points. -200000200004000060000 02468 Total assets ($B) Participants O.C. Tanner Retirement & Savings Plan, Total assets ($B): 0.328151782 · Participants: 1195O.C. Tanner Retirement & Savings PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
O.C. Tanner Retirement & Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare O.C. Tanner Retirement & Savings Plan side-by-side with 3 peers →

O.C. Tanner Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Carr, Riggs & Ingram, LLC 401(k) Plan & Trust in AL ($328M); by covered participants it is Auria Solutions USA, Inc. Hourly Employees' Retirement Savings Plan in MI (1,195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($328M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,195 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 O.C. Tanner Retirement & Savings Plan assets move in 2023? ▼
O.C. Tanner Retirement & Savings Plan grew at a solid clip - up 7.9% during 2023, from $304M to $328M. Reported net income was $24M.
How have O.C. Tanner Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O.C. Tanner Company's sponsor-wide assets grew 13.7%, from $304M to $346M.
Where does O.C. Tanner Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
O.C. Tanner Retirement & Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to O.C. Tanner Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carr, Riggs & Ingram, LLC 401(k) Plan & Trust in AL ($328M, 2,218 participants).
Which 401(k) plans cover a similar participant headcount to O.C. Tanner Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Auria Solutions USA, Inc. Hourly Employees' Retirement Savings Plan in MI (1,195 participants, $33M 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 870182665.

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.