401(k) · DOL Form 5500 · 2023

Andersen Tax LLC 401(k) Plan

Data updated 2026-08-11

$283M
Total assets
1,689
Participants
96th
Percentile by assets
$167,451
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$283M
total plan assets (2023 EOY)
1,689
covered participants
96th
percentile by assets (of 127,072 plans)
$167,451
avg assets per participant

Where Andersen Tax LLC Tax Reduction Investment Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Andersen Tax LLC Tax Reduction Investment Plan reports 1,689 participants - 2.7x that state average ($283M EOY assets).

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)

$200M$250M$300M$350M 202220232024 $216M $337M ▲ +56.3%
Total plan assets by year, all Andersen Tax LLC plans on file
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 ($B) Participants Andersen Tax LLC Tax…, Total assets ($B): 0.282825371 · Participants: 1689Andersen Tax LLC Tax…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 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 Investmen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Andersen Tax LLC Tax Reduction Investment Plan by total assets, not by location.

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).

Next read for Andersen Tax LLC Tax Reduction Investmen…

Filing takeaways

Ways to act on Andersen Tax LLC Tax Reduction Investment Plan's numbers.

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.