401(k) · DOL Form 5500 · 2023

Tanner Memorial Clinic 401(k) Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
851
Participants Near avg headcount
93rd
Percentile by assets National rank
$159,203
Avg per participant Above avg balance/head
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Official DOL plan name: Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan · Sponsored by Tanner Memorial Clinic · Utah · Healthcare & Social Assistance

$135M in assets, 851 participants

Tanner Memorial Clinic's Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan reported $135M in total assets and 851 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,612 in Healthcare & Social Assistance (17,684 peers)

Where Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan sits by assets

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan sits in the top 10% of all filed plans by assets, $135M for 851 participants (~$159,203/participant), up 16.5% in 2023.

#16,612
in Healthcare & Social Assistance (17,684 peers)
+16.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan's outsized position by total assets

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan vs every filed plan by assets

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

$135,481,883 Top 7% higher than 93% 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 Memorial Clinic Employee 401(k)Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan sits mid-pack in the medium band (851 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan reported net income rose from -$14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan end-of-year assets rose from $116M in the plan year 2022 filing to $135M in the plan year 2023 filing.
  • Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan reported participants rose from 795 in the plan year 2022 filing to 851 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870218917 · Tanner Memorial Clinic PY 2023 · 401(k)

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan · $135M · 851 · 93rd

  • NET $135M
  • BOOK 851
  • VS-ST 93rd
  • BOY 401(k)
  • SCH near Hall, Render, Killian, Heath & Lyman, PC 401(k) Profit Sharing Plan
  • EBSA ind #16612

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 Utah →

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan in the asset neighbourhood

Computacenter 401(k) Plan$136MIncentive Retirement Plan for Employees of PC Construction CompanyIncentive Retirement Plan fo…$136MTanner Memorial Clinic Employee 401(k)Profit Sharing PlanTanner Memorial Clinic Emplo…$135MHall, Render, Killian, Heath & Lyman, PC 401(k) Profit Sharing PlanHall, Render, Killian, Heath…$135MElliott Davis 401(k) Retirement PlanElliott Davis 401(k) Retirem…$135M
End-of-year total assets ($M) among Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$135M
Net Income$19M
Employer EIN870218917
Plan Effective Date1970-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Tanner Memorial Clinic)

Sponsor-wide plan assets over time

All Tanner Memorial Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$146M 25.946758258887133% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $116M $146M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 795 $116M
2023 1 851 $135M
2024 1 1,207 $146M

Nearby 401(k) Plans in Utah

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

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan, Total assets ($B): 0.135481883 · Participants: 851Tanner Memorial Clinic Employee 401(k)Profit Sharing 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
Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan side-by-side with 3 peers →

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Hall, Render, Killian, Heath & Lyman, PC 401(k) Profit Sharing Plan in IN ($135M); by covered participants it is The Holt Retirement Plan in CA (851 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (851 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 Memorial Clinic Employee 401(k)Profit Sharing Plan assets move in 2023? ▼
Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan grew sharply - up 16.5% during 2023, from $116M to $135M. Reported net income was $19M.
How have Tanner Memorial Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tanner Memorial Clinic's sponsor-wide assets grew 25.9%, from $116M to $146M.
Where does Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hall, Render, Killian, Heath & Lyman, PC 401(k) Profit Sharing Plan in IN ($135M, 298 participants).
Which 401(k) plans cover a similar participant headcount to Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Holt Retirement Plan in CA (851 participants, $124M 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 870218917.

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.