Other · DOL Form 5500 · 2024

Tanager Place Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
302
Participants Below avg headcount
44th
Percentile by assets National rank
$18,669
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tanager Place Employee 403(b) Retirement Plan · Sponsored by Tanager Place · Iowa · Healthcare & Social Assistance

$6M in assets, 302 participants

Tanager Place's Tanager Place Employee 403(b) Retirement Plan reported $6M in total assets and 302 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,056 in Healthcare & Social Assistance (16,916 peers)

Coverage in Iowa

Tanager Place Employee 403(b) Retirement Plan covers 302 participants in Iowa, about 50% of the average Iowa filer (state average ~609 per filing). Assets: $6M.

#8,056
in Healthcare & Social Assistance (16,916 peers)
+12.1%
assets growth YoY

Tanager Place Employee 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tanager Place Employee 403(b) Retirement Plan vs every filed plan by assets

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

$5,638,010 44th percentile higher than 44% 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

Tanager Place Employee 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tanager Place Employee 403(b) Retirement Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tanager Place Employee 403(b) Retirement Plan reported net income fell from $881K in the plan year 2023 filing to $611K in the plan year 2024 filing.
  • Tanager Place Employee 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 420688079 · Tanager Place PY 2024 · Other

Tanager Place Employee 403(b) Retirement Plan · $6M · 302 · 44th

  • SCH $6M
  • EBSA 302
  • PART 44th
  • TYPE Other
  • NET near Blue Ridge Medical Center Retirement Plan
  • BOOK ind #8056

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Tanager Place Employee 403(b) Retirement Plan in the asset neighbourhood

Dimmit Regional Hospital 403(b) PlanDimmit Regional Hospital 403…$6MTanager Place Employee 403(b) Retirement PlanTanager Place Employee 403(b…$6MBlue Ridge Medical Center Retirement PlanBlue Ridge Medical Center Re…$6MKripalu Center for Yoga and Health 403(b) PlanKripalu Center for Yoga and …$6MFrench American School of Silicon ValleyFrench American School of Si…$6M
End-of-year total assets ($M) among Tanager Place Employee 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$611K
Employer EIN420688079
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tanager Place)

Sponsor-wide plan assets over time

All Tanager Place plans reported in each filing year

Latest sponsor-wide plan assets
$6M 35.96059802300426% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.15M $5.64M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 240 $4M
2023 1 301 $5M
2024 1 302 $6M

Nearby Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Tanager Place Employee 403(b) Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 -2000200400600800 Total assets ($M) Participants Tanager Place Employee 403(b) Retirement Plan, Total assets ($M): 5.63801 · Participants: 302Tanager Place Employee 403(b) Retirement PlanIaicu Multiple Employer Plan, Total assets ($M): 621.446067 · Participants: 2554Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 393.195075 · Participants: 913Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 374.409137 · Participants: 841Grinnell College Employees Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 297.09718 · Participants: 1285Drake University Mandatory Tax-Deferred Annuity Retirement PlanSt. Ambrose University Defined Contribution Plan, Total assets ($M): 122.538073 · Participants: 698St. Ambrose University Defined Contribution Plan
Tanager Place Employee 403(b) Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Tanager Place Employee 403(b) Retirement Plan side-by-side with 3 peers →

Tanager Place Employee 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Blue Ridge Medical Center Retirement Plan in VA ($6M); by covered participants it is 403(b) Thrift Plan of Pancare of Florida, Inc. in FL (302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Tanager Place Employee 403(b) Retirement Plan assets move in 2024? ▼
Tanager Place Employee 403(b) Retirement Plan grew at a solid clip - up 12.1% during 2024, from $5M to $6M. Reported net income was $611K.
How have Tanager Place plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tanager Place's sponsor-wide assets grew 36.0%, from $4M to $6M.
Which Other plans are similar in size to Tanager Place Employee 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Blue Ridge Medical Center Retirement Plan in VA ($6M, 118 participants).
Which Other plans cover a similar participant headcount to Tanager Place Employee 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Pancare of Florida, Inc. in FL (302 participants, $10M 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 420688079.

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.