401(k) · DOL Form 5500 · 2023

Tanner Research, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
18
Participants Small participant base
66th
Percentile by assets National rank
$803,151
Avg per participant High balance/head
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Official DOL plan name: Tanner Research, Inc. Profit Sharing 401(k) Plan · Sponsored by Tanner Research, Inc. · California · Professional & Technical Services

$14M in assets, 18 participants

Tanner Research, Inc.'s Tanner Research, Inc. Profit Sharing 401(k) Plan reported $14M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,364 in Professional & Technical Services (20,321 peers)

Tanner Research, Inc. multi-year trail

Tanner Research, Inc.'s plans moved +38.9% in assets from 2022 to 2024; this filing shows Tanner Research, Inc. Profit Sharing 401(k) Plan at $14M / 18 participants.

#13,364
in Professional & Technical Services (20,321 peers)
+18.9%
assets growth YoY

Tanner Research, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Tanner Research, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$14,456,720 Top 34% higher than 66% 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 Research, Inc. Profit Sharing 401(k) Plan 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 Research, Inc. Profit Sharing 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tanner Research, Inc. Profit Sharing 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tanner Research, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954163780 · Tanner Research, Inc. PY 2023 · 401(k)

Tanner Research, Inc. Profit Sharing 401(k) Plan · $14M · 18 · 66th

  • IND $14M
  • EOY 18
  • 5500 66th
  • ASSETS 401(k)
  • PCT near Citizens Bank 401(k) Retirement Plan
  • EIN ind #13364

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 Professional & Technical Services retirement plans → · Plans in California →

Tanner Research, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Tanner Research, Inc. Profit Sharing 401(k) PlanTanner Research, Inc. Profit…$14MCitizens Bank 401(k) Retirement PlanCitizens Bank 401(k) Retirem…$14MCarter & Associates Retirement Savings PlanCarter & Associates Retireme…$14MMiac Analytics 401(k) Plan$14MWachusett Mountain 401(k) PlanWachusett Mountain 401(k) Pl…$14M
End-of-year total assets ($M) among Tanner Research, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tanner Research, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tanner Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 38.93406870044375% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.2M $16.9M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 18 $12M
2023 1 18 $14M
2024 1 15 $17M

Tanner Research, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN954163780
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Tanner Research, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tanner Research, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.01445672 · Participants: 18Tanner Research, Inc. Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Tanner Research, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tanner Research, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Tanner Research, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Citizens Bank 401(k) Retirement Plan in NM ($14M); by covered participants it is Philotechnics, Ltd. 401(k) Plan in TN (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Research, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Tanner Research, Inc. Profit Sharing 401(k) Plan grew sharply - up 18.9% during 2023, from $12M to $14M. Reported net income was $2M.
How have Tanner Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tanner Research, Inc.'s sponsor-wide assets grew 38.9%, from $12M to $17M.
Which 401(k) plans are similar in size to Tanner Research, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens Bank 401(k) Retirement Plan in NM ($14M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Tanner Research, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Philotechnics, Ltd. 401(k) Plan in TN (18 participants, N/A 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 954163780.

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.