401(k) · DOL Form 5500 · 2024
Tanner Memorial Clinic 401(k) Plan
Data updated 2026-08-11
- $146M
- Total assets
- 1,207
- Participants
- 93rd
- Percentile by assets
- $121,319
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $146M
- total plan assets (2024 EOY)
- 1,207
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $121,319
- avg assets per participant
Where Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan reports 1,207 participants - 2.0x that state average ($146M EOY assets).
Utah filing particulars
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | $146M |
| Net Income | $11M |
| Employer EIN | 870218917 |
| Plan Effective Date | 1970-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tanner Memorial Clinic)
| 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.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan by total assets, not by location.
- Alorica 401(k) Retirement Plan (CA) $146M · 16,930
- Morris Group, Inc. 401(k) Plan (CT) $146M · 978
- Kahn Ventures, Inc. 401(k) Plan (GA) $146M · 1,836
- Maine Employers' Mutual Insurance Company 401(k) Plan (ME) $146M · 465
Frequently Asked Questions
How did Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan assets move in 2024? ▼
How have Tanner Memorial Clinic plan assets changed over time? ▼
Where does Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan? ▼
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Filing takeaways
Ways to act on Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan's numbers.
- By total assets, Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
- Tanner Memorial Clinic's sponsor-wide assets have grown 25.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans