401(k) · DOL Form 5500 · 2024

Tanner Memorial Clinic 401(k) Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
1,207
Participants Near avg headcount
93rd
Percentile by assets National rank
$121,319
Avg per participant Near avg balance/head
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Official DOL plan name: Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan · Sponsored by Tanner Memorial Clinic · Utah · Healthcare & Social Assistance

$146M in assets, 1,207 participants

Tanner Memorial Clinic's Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan reported $146M in total assets and 1,207 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,846 in Healthcare & Social Assistance (16,916 peers)

Coverage in Utah

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan covers 1,207 participants in Utah, 2.0x the typical Utah plan (state average ~592 per filing). Assets: $146M.

#15,846
in Healthcare & Social Assistance (16,916 peers)
+8.1%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan's outsized position by total assets

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan vs every filed plan by assets

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

$146,431,501 Top 7% higher than 93% 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 Memorial Clinic Employee 401(k)Profit Sharing 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. Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan lands in the large band (1,207 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan reported net income fell from $19M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan reported participants rose from 851 in the plan year 2023 filing to 1,207 in the plan year 2024 filing.
  • Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan end-of-year assets rose from $135M in the plan year 2023 filing to $146M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870218917 · Tanner Memorial Clinic PY 2024 · 401(k)

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan · $146M · 1,207 · 93rd

  • BOY $146M
  • SCH 1,207
  • EBSA 93rd
  • PART 401(k)
  • TYPE near Alorica 401(k) Retirement Plan
  • NET ind #15846

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 Utah →

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan in the asset neighbourhood

Morris Group, Inc. 401(k) PlanMorris Group, Inc. 401(k) Pl…$146MKahn Ventures, Inc. 401(k) PlanKahn Ventures, Inc. 401(k) P…$146MAlorica 401(k) Retirement PlanAlorica 401(k) Retirement Pl…$146MTanner Memorial Clinic Employee 401(k)Profit Sharing PlanTanner Memorial Clinic Emplo…$146MMaine Employers' Mutual Insurance Company 401(k) PlanMaine Employers' Mutual Insu…$146M
End-of-year total assets ($M) among Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$146M
Net Income$11M
Employer EIN870218917
Plan Effective Date1970-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Tanner Memorial Clinic)

Sponsor-wide plan assets over time

All Tanner Memorial Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$146M 25.946758258887133% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $116M $146M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 795 $116M
2023 1 851 $135M
2024 1 1,207 $146M

Nearby 401(k) Plans in Utah

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

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan, Total assets ($B): 0.146431501 · Participants: 1207Tanner Memorial Clinic Employee 401(k)Profit Sharing 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
Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan side-by-side with 3 peers →

Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Alorica 401(k) Retirement Plan in CA ($146M); by covered participants it is Commonwealth Financial Network 401(k) P/S Plan in MA (1,207 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($146M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,207 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 Memorial Clinic Employee 401(k)Profit Sharing Plan assets move in 2024? ▼
Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan grew at a solid clip - up 8.1% during 2024, from $135M to $146M. Reported net income was $11M.
How have Tanner Memorial Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tanner Memorial Clinic's sponsor-wide assets grew 25.9%, from $116M to $146M.
Where does Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alorica 401(k) Retirement Plan in CA ($146M, 16,930 participants).
Which 401(k) plans cover a similar participant headcount to Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Financial Network 401(k) P/S Plan in MA (1,207 participants, $238M 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 870218917.

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.