Profit Sharing · DOL Form 5500 · 2024
O.C. Tanner Retirement & Savings Plan
Data updated 2026-05-15
- $346M
- Total assets
- 1,240
- Participants
- 96th
- Percentile by assets
- $278,915
- Avg per participant
Sponsored by O.C. Tanner Company · Utah · Manufacturing
What the 2024 filing shows
O.C. Tanner Retirement & Savings Plan holds $346M for 1,240 participants - about $278,915 per participant, in the top 5% of all filed plans by assets, up 5.4% over the 2024 plan year.
- $346M
- total plan assets (2024 EOY)
- 1,240
- covered participants
- 96th
- percentile by assets (of 116,472 plans)
- $278,915
- avg assets per participant
Profit Sharing · DOL Form 5500 · 2024
What the Filing Says About O.C. Tanner Retirement & Savings Plan
O.C. Tanner Retirement & Savings Plan is a Profit Sharing retirement plan sponsored by O.C. Tanner Company, headquartered in Utah. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $346M in total end-of-year assets and covers 1,240 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 870182665, and the plan has been effective since 1954-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets grew at a solid clip from $328M at the beginning of 2024 to $346M at year-end - up 5.4%. Net assets (after liabilities) closed the year at $346M, with reported net income of $18M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years O.C. Tanner Company has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $304M to $346M, a gain of 13.7%, while reported participants moved from 1,135 to 1,240 (+9.3%). The strongest year on file by total sponsor assets was 2024 at $346M; the softest was 2022 at $304M. Year-by-year, sponsor-wide filings show: 2022 - $304M in assets across 1 plan covering 1,135 participants; 2023 - $328M in assets across 1 plan covering 1,195 participants; 2024 - $346M in assets across 1 plan covering 1,240 participants.
By assets, O.C. Tanner Retirement & Savings Plan outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.5x the national average plan size of $100M and 730 average participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank O.C. Tanner Retirement & Savings Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $328M |
|---|---|
| Total Assets (End of Year) | $346M |
| Net Assets (End of Year) | $346M |
| Net Income | $18M |
| Plan Type | Profit Sharing |
| Employer EIN | 870182665 |
| Plan Effective Date | 1954-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O.C. Tanner Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,135 | $304M |
| 2023 | 1 | 1,195 | $328M |
| 2024 | 1 | 1,240 | $346M |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Chg Companies, Inc. Employee 401(k) Plan $513M · 10,222
- Intermountain Health 403(b) Plan $342M · 44,356
- Brigham Young University Tax-Deferred Annuity Plan $189M · 293
- Extra Space Management, Inc. 401(k) Plan $168M · 6,495
- Intermountain Ironworkers' Tax Deferral Plan $119M · 1,229
Frequently Asked Questions
How much money is in the O.C. Tanner Retirement & Savings Plan? ▼
What type of plan is O.C. Tanner Retirement & Savings Plan? ▼
Who sponsors the O.C. Tanner Retirement & Savings Plan? ▼
How did O.C. Tanner Retirement & Savings Plan perform in 2024? ▼
What this filing means
Ways to act on O.C. Tanner Retirement & Savings Plan's numbers.
- By total assets, O.C. Tanner Retirement & Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Utah. Compare plans
- O.C. Tanner Company's sponsor-wide assets have grown 13.7% since 2022 across 3 plan years on file. More Manufacturing plans
- A Profit Sharing plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870182665.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.