401(k) · DOL Form 5500 · 2024

O.C. Tanner Company 401(k) Plan

Data updated 2026-08-25

$346M
Total assets Above avg plan size
1,240
Participants Near avg headcount
96th
Percentile by assets National rank
$278,915
Avg per participant High balance/head
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Official DOL plan name: O.C. Tanner Retirement & Savings Plan · Sponsored by O.C. Tanner Company · Utah · Manufacturing

$346M in assets, 1,240 participants

O.C. Tanner Company's O.C. Tanner Retirement & Savings Plan reported $346M in total assets and 1,240 participants in its 2024 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.

  • #16,718 in Manufacturing (17,777 peers)

Coverage in Utah

O.C. Tanner Retirement & Savings Plan covers 1,240 participants in Utah, 2.1x the typical Utah plan (state average ~592 per filing). Assets: $346M.

#16,718
in Manufacturing (17,777 peers)
+5.4%
assets growth YoY
3.5×
vs typical plan assets (national mean)

O.C. Tanner Retirement & Savings Plan's outsized position by total assets

O.C. Tanner Retirement & Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$345,854,005 Top 4% higher than 96% of 123,620 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 2024

O.C. Tanner Retirement & Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O.C. Tanner Retirement & Savings Plan lands in the large band (1,240 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • O.C. Tanner Retirement & Savings Plan reported net income fell from $24M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • O.C. Tanner Retirement & Savings Plan end-of-year assets rose from $328M in the plan year 2023 filing to $346M in the plan year 2024 filing.
  • O.C. Tanner Retirement & Savings Plan reported participants rose from 1,195 in the plan year 2023 filing to 1,240 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 870182665 · O.C. Tanner Company PY 2024 · 401(k)

O.C. Tanner Retirement & Savings Plan · $346M · 1,240 · 96th

  • TYPE $346M
  • TYPE 1,240
  • TYPE 96th
  • TYPE 401(k)
  • TYPE near Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan
  • TYPE ind #16718

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 Manufacturing retirement plans → · Plans in Utah →

O.C. Tanner Retirement & Savings Plan in the asset neighbourhood

Direct Supply, Inc. 401(k) Retirement Savings PlanDirect Supply, Inc. 401(k) R…$346MGruma Corporation Retirement Savings PlanGruma Corporation Retirement…$346MBremer 401(k) Plan$346MO.C. Tanner Retirement & Savings PlanO.C. Tanner Retirement & Sav…$346MIuoe Local 399 Participating Employers Deferred Compensation Employee Savings PlanIuoe Local 399 Participating…$346M
End-of-year total assets ($M) among O.C. Tanner Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$328M
Net Assets (End of Year)$346M
Net Income$18M
Employer EIN870182665
Plan Effective Date1954-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O.C. Tanner Company)

Sponsor-wide plan assets over time

All O.C. Tanner Company plans reported in each filing year

Latest sponsor-wide plan assets
$346M 13.710026292504725% vs 2022
2024 filing year
$280M$300M$320M$340M$360M 202220232024 $304M $346M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 1,135 $304M
2023 1 1,195 $328M
2024 1 1,240 $346M

Nearby 401(k) Plans in Utah

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

O.C. Tanner Retirement & Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 02468 Total assets ($B) Participants O.C. Tanner Retirement & Savings Plan, Total assets ($B): 0.345854005 · Participants: 1240O.C. Tanner Retirement & Savings PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
O.C. Tanner Retirement & Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare O.C. Tanner Retirement & Savings Plan side-by-side with 3 peers →

O.C. Tanner Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan in IL ($346M); by covered participants it is Alliance Entertainment 401(k) Plan in FL (1,240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,240 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did O.C. Tanner Retirement & Savings Plan assets move in 2024? ▼
O.C. Tanner Retirement & Savings Plan grew at a solid clip - up 5.4% during 2024, from $328M to $346M. Reported net income was $18M.
How have O.C. Tanner Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O.C. Tanner Company's sponsor-wide assets grew 13.7%, from $304M to $346M.
Where does O.C. Tanner Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
O.C. Tanner Retirement & Savings Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to O.C. Tanner Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iuoe Local 399 Participating Employers Deferred Compensation Employee Savings Plan in IL ($346M, 4,790 participants).
Which 401(k) plans cover a similar participant headcount to O.C. Tanner Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alliance Entertainment 401(k) Plan in FL (1,240 participants, $45M in assets).

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.

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.