401(k) · DOL Form 5500 · 2023

Andersen Tax LLC 401(k) Plan

Data updated 2026-08-25

$283M
Total assets Near avg plan size
1,689
Participants Near avg headcount
96th
Percentile by assets National rank
$167,451
Avg per participant Above avg balance/head
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Official DOL plan name: Andersen Tax LLC Tax Reduction Investment Plan · Sponsored by Andersen Tax LLC · California · Professional & Technical Services

$283M in assets, 1,689 participants

Andersen Tax LLC's Andersen Tax LLC Tax Reduction Investment Plan reported $283M in total assets and 1,689 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.

  • #19,719 in Professional & Technical Services (20,321 peers)

Coverage in California

Andersen Tax LLC Tax Reduction Investment Plan covers 1,689 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $283M.

#19,719
in Professional & Technical Services (20,321 peers)
+31.2%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Andersen Tax LLC Tax Reduction Investment Plan's outsized position by total assets

Andersen Tax LLC Tax Reduction Investment Plan vs every filed plan by assets

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

$282,825,371 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

Andersen Tax LLC Tax Reduction Investment 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. Andersen Tax LLC Tax Reduction Investment Plan lands in the large band (1,689 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Andersen Tax LLC Tax Reduction Investment Plan reported net income rose from -$24M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Andersen Tax LLC Tax Reduction Investment Plan end-of-year assets rose from $216M in the plan year 2022 filing to $283M in the plan year 2023 filing.
  • Andersen Tax LLC Tax Reduction Investment Plan reported participants rose from 1,479 in the plan year 2022 filing to 1,689 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 331197384 · Andersen Tax LLC PY 2023 · 401(k)

Andersen Tax LLC Tax Reduction Investment Plan · $283M · 1,689 · 96th

  • BOOK $283M
  • VS-ST 1,689
  • BOY 96th
  • SCH 401(k)
  • EBSA near Langan Engineering & Environmental Services Salary Savings Plan & Trust
  • PART ind #19719

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 →

Andersen Tax LLC Tax Reduction Investment Plan in the asset neighbourhood

Hampton Lumber Mills Hourly Retirement PlanHampton Lumber Mills Hourly …$283MEresearch Technology 401(k) PlanEresearch Technology 401(k) …$283MIntersystems Corporation 401(k) Profit Sharing Retirement PlanIntersystems Corporation 401…$283MLangan Engineering & Environmental Services Salary Savings Plan & TrustLangan Engineering & Environ…$283MAndersen Tax LLC Tax Reduction Investment PlanAndersen Tax LLC Tax Reducti…$283M
End-of-year total assets ($M) among Andersen Tax LLC Tax Reduction Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$216M
Net Assets (End of Year)$283M
Net Income$67M
Employer EIN331197384
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Andersen Tax LLC)

Sponsor-wide plan assets over time

All Andersen Tax LLC plans reported in each filing year

Latest sponsor-wide plan assets
$337M 56.30440423013883% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $216M $337M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 1,479 $216M
2023 1 1,689 $283M
2024 1 2,070 $337M

Nearby 401(k) Plans in California

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

Andersen Tax LLC Tax Reduction Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Andersen Tax LLC Tax Reduction Investment Plan, Total assets ($B): 0.282825371 · Participants: 1689Andersen Tax LLC Tax Reduction Investment 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
Andersen Tax LLC Tax Reduction Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Andersen Tax LLC Tax Reduction Investment Plan side-by-side with 3 peers →

Andersen Tax LLC Tax Reduction Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Langan Engineering & Environmental Services Salary Savings Plan & Trust in NJ ($283M); by covered participants it is Capsule 401(k) Plan in NY (1,689 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,689 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 Andersen Tax LLC Tax Reduction Investment Plan assets move in 2023? ▼
Andersen Tax LLC Tax Reduction Investment Plan surged - up 31.2% during 2023, from $216M to $283M. Reported net income was $67M.
How have Andersen Tax LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andersen Tax LLC's sponsor-wide assets grew 56.3%, from $216M to $337M.
Where does Andersen Tax LLC Tax Reduction Investment Plan rank by assets among Form 5500 filers? ▼
Andersen Tax LLC Tax Reduction Investment 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 Andersen Tax LLC Tax Reduction Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Langan Engineering & Environmental Services Salary Savings Plan & Trust in NJ ($283M, 1,638 participants).
Which 401(k) plans cover a similar participant headcount to Andersen Tax LLC Tax Reduction Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capsule 401(k) Plan in NY (1,689 participants, $16M 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 331197384.

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.