401(k) · DOL Form 5500 · 2024

Tanner Marlo Cpas, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
28th
Percentile by assets National rank
$155,320
Avg per participant Above avg balance/head
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Official DOL plan name: Tanner 401(k) Plan · Sponsored by Tanner Marlo Cpas, Inc. · Illinois · Professional & Technical Services

$2M in assets, 11 participants

Tanner Marlo Cpas, Inc.'s Tanner 401(k) Plan reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,704 in Professional & Technical Services (20,173 peers)

Tanner Marlo Cpas, Inc. multi-year trail

Tanner Marlo Cpas, Inc.'s plans moved +13.0% in assets from 2022 to 2024; this filing shows Tanner 401(k) Plan at $2M / 11 participants.

#4,704
in Professional & Technical Services (20,173 peers)
+34.2%
assets growth YoY

Tanner 401(k) Plan among the smaller filed plans by assets

Tanner 401(k) Plan vs every filed plan by assets

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

$1,708,521 28th percentile higher than 28% 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

Tanner 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tanner 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tanner 401(k) Plan reported net income rose from -$239K in the plan year 2023 filing to $435K in the plan year 2024 filing.
  • Tanner 401(k) Plan reported participants rose from 7 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Tanner 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 205825295 · Tanner Marlo Cpas, Inc. PY 2024 · 401(k)

Tanner 401(k) Plan · $2M · 11 · 28th

  • VS-ST $2M
  • VS-ST 11
  • VS-ST 28th
  • VS-ST 401(k)
  • VS-ST near Skyx Platforms Corp. 401(k) Plan
  • VS-ST ind #4704

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 Illinois →

Tanner 401(k) Plan in the asset neighbourhood

Tanner 401(k) Plan$2MSkyx Platforms Corp. 401(k) PlanSkyx Platforms Corp. 401(k) …$2MWarp Factor One Pension Plan$2MOcean State Dental Group Inc 401(k) Profit Sharing Plan & TrustOcean State Dental Group Inc…$2MInternational Support Group 401(k) PlanInternational Support Group …$2M
End-of-year total assets ($M) among Tanner 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tanner Marlo Cpas, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tanner Marlo Cpas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.968356686011337% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.51M $1.71M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 7 $1M
2024 1 11 $2M

Tanner Marlo Cpas, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$435K
Employer EIN205825295
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Tanner 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Tanner 401(k) Plan, Total assets ($B): 0.001708521 · Participants: 11Tanner 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Tanner 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Tanner 401(k) Plan side-by-side with 3 peers →

Tanner 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Skyx Platforms Corp. 401(k) Plan in FL ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Tanner 401(k) Plan assets move in 2024? ▼
Tanner 401(k) Plan surged - up 34.2% during 2024, from $1M to $2M. Reported net income was $435K.
How have Tanner Marlo Cpas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tanner Marlo Cpas, Inc.'s sponsor-wide assets grew 13.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Tanner 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skyx Platforms Corp. 401(k) Plan in FL ($2M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Tanner 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 205825295.

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.