Other · DOL Form 5500 · 2023

Tanager Place Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
301
Participants Below avg headcount
44th
Percentile by assets National rank
$16,702
Avg per participant Low balance/head
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Official DOL plan name: Tanager Place Employee 403(b) Retirement Plan · Sponsored by Tanager Place · Iowa · Healthcare & Social Assistance

$5M in assets, 301 participants

Tanager Place's Tanager Place Employee 403(b) Retirement Plan reported $5M in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,568 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

Tanager Place Employee 403(b) Retirement Plan covers 301 participants in Iowa, about 49% of the average Iowa filer (state average ~609 per filing). Assets: $5M.

#8,568
in Healthcare & Social Assistance (17,684 peers)
+21.2%
assets growth YoY

Tanager Place Employee 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tanager Place Employee 403(b) Retirement Plan vs every filed plan by assets

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

$5,027,343 44th percentile higher than 44% 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

Tanager Place Employee 403(b) Retirement 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. Tanager Place Employee 403(b) Retirement Plan sits mid-pack in the medium band (301 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tanager Place Employee 403(b) Retirement Plan reported net income rose from -$514K in the plan year 2022 filing to $881K in the plan year 2023 filing.
  • Tanager Place Employee 403(b) Retirement Plan reported participants rose from 240 in the plan year 2022 filing to 301 in the plan year 2023 filing.
  • Tanager Place Employee 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420688079 · Tanager Place PY 2023 · Other

Tanager Place Employee 403(b) Retirement Plan · $5M · 301 · 44th

  • RANK $5M
  • RANK 301
  • RANK 44th
  • RANK Other
  • RANK near Ccnrc 403b Plan
  • RANK ind #8568

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 Iowa →

Tanager Place Employee 403(b) Retirement Plan in the asset neighbourhood

Tanager Place Employee 403(b) Retirement PlanTanager Place Employee 403(b…$5MCcnrc 403b Plan$5MMacon Community Hospital 403b PlanMacon Community Hospital 403…$5MExcelsior Academy Retirement PlanExcelsior Academy Retirement…$5MThe Joffrey Ballet 403(b) Retirement PlanThe Joffrey Ballet 403(b) Re…$5M
End-of-year total assets ($M) among Tanager Place Employee 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$881K
Employer EIN420688079
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tanager Place)

Sponsor-wide plan assets over time

All Tanager Place plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.96059802300426% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.15M $5.64M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 240 $4M
2023 1 301 $5M
2024 1 302 $6M

Nearby Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Tanager Place Employee 403(b) Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Tanager Place Employee 403(b) Retirement Plan, Total assets ($M): 5.027343 · Participants: 301Tanager Place Employee 403(b) Retirement PlanIaicu Multiple Employer Plan, Total assets ($M): 593.244111 · Participants: 2396Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 425.690125 · Participants: 1043Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 352.550863 · Participants: 810Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 344.594954 · Participants: 4651Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 277.013704 · Participants: 1224Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Tanager Place Employee 403(b) Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Tanager Place Employee 403(b) Retirement Plan side-by-side with 3 peers →

Tanager Place Employee 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Ccnrc 403b Plan in MD ($5M); by covered participants it is Zoo Atlanta Retirement Savings Plan in GA (301 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Tanager Place Employee 403(b) Retirement Plan assets move in 2023? ▼
Tanager Place Employee 403(b) Retirement Plan grew sharply - up 21.2% during 2023, from $4M to $5M. Reported net income was $881K.
How have Tanager Place plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tanager Place's sponsor-wide assets grew 36.0%, from $4M to $6M.
Which Other plans are similar in size to Tanager Place Employee 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ccnrc 403b Plan in MD ($5M, 382 participants).
Which Other plans cover a similar participant headcount to Tanager Place Employee 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Zoo Atlanta Retirement Savings Plan in GA (301 participants, $10M 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 420688079.

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.