401(k) · DOL Form 5500 · 2023
O.C. Tanner Company 401(k) Plan
Data updated 2026-08-11
- $328M
- Total assets
- 1,195
- Participants
- 96th
- Percentile by assets
- $274,604
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $328M
- total plan assets (2023 EOY)
- 1,195
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $274,604
- avg assets per participant
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.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. O.C. Tanner Retirement & Savings Plan reports 1,195 participants - 2.0x that state average ($328M EOY assets).
Utah filing particulars
| Total Assets (Beginning of Year) | $304M |
|---|---|
| Net Assets (End of Year) | $328M |
| Net Income | $24M |
| Employer EIN | 870182665 |
| Plan Effective Date | 1954-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O.C. Tanner Company)
| 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
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to O.C. Tanner Retirement & Savings Plan by total assets, not by location.
- Carr, Riggs & Ingram, LLC 401(k) Plan & Trust (AL) $328M · 2,218
- Media News Group Retirement/Savings Plan (CO) $328M · 2,506
- Spectrum Brands 401(k) Retirement Savings Plan (WI) $328M · 2,964
- Innova Solutions, Inc. Retirement Savings Plan (GA) $329M · 18,338
Frequently Asked Questions
How did O.C. Tanner Retirement & Savings Plan assets move in 2023? ▼
How have O.C. Tanner Company plan assets changed over time? ▼
Where does O.C. Tanner Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to O.C. Tanner Retirement & Savings Plan? ▼
Next read for O.C. Tanner Retirement & Savings Plan
Filing takeaways
Ways to act on O.C. Tanner Retirement & Savings Plan's numbers.
- By total assets, O.C. Tanner Retirement & Savings 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 Utah. Compare plans
- O.C. Tanner Company's sponsor-wide assets have grown 13.7% since 2022 across 3 plan years on file. More Manufacturing plans