401(k) · DOL Form 5500 · 2024
Andersen Tax LLC 401(k) Plan
Data updated 2026-08-06
- $337M
- Total assets
- 2,070
- Participants
- 96th
- Percentile by assets
- $162,777
- Avg per participant
Official DOL plan name: Andersen Tax LLC Tax Reduction Investment Plan · Sponsored by Andersen Tax LLC · California · Professional & Technical Services
$337M in assets, 2,070 participants
Andersen Tax LLC's Andersen Tax LLC Tax Reduction Investment Plan reported $337M in total assets and 2,070 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.
- 96th percentile by assets (of 116,472 plans)
- #19,001 in Professional & Technical Services (19,542 peers)
Coverage in California
Andersen Tax LLC Tax Reduction Investment Plan covers 2,070 participants in California, 3.3x the typical California plan (state average ~637 per filing). Assets: $337M.
- $337M
- total plan assets (2024 EOY)
- 2,070
- covered participants
- 96th
- percentile by assets (of 116,472 plans)
- $162,777
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Andersen Tax LLC Tax Reduction Investment Plan reported participants rose from 1,689 in the plan year 2023 filing to 2,070 in the plan year 2024 filing.
- Andersen Tax LLC Tax Reduction Investment Plan reported net income fell from $67M in the plan year 2023 filing to $54M in the plan year 2024 filing.
- Andersen Tax LLC Tax Reduction Investment Plan end-of-year assets rose from $283M in the plan year 2023 filing to $337M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Andersen Tax LLC Tax Reduction Investment Plan reports 2,070 participants - 3.3x that state average ($337M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $283M |
|---|---|
| Net Assets (End of Year) | $337M |
| Net Income | $54M |
| Employer EIN | 331197384 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Andersen Tax LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,479 | $216M |
| 2023 | 1 | 1,689 | $283M |
| 2024 | 1 | 2,070 | $337M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Andersen Tax LLC Tax Reduction Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Andersen Tax LLC Tax Reduction Investment Plan by total assets, not by location.
- Wiley Rein LLP Retirement Plan (DC) $337M · 436
- Asm Global Retirement & Savings Plan (PA) $337M · 7,514
- Global Atlantic Financial Company 401(k) Plan (NY) $337M · 1,567
- Nestle USA, Inc. Hourly Retirement Savings Plan (OH) $337M · 3,779
Frequently Asked Questions
How did Andersen Tax LLC Tax Reduction Investment Plan assets move in 2024? ▼
How have Andersen Tax LLC plan assets changed over time? ▼
Where does Andersen Tax LLC Tax Reduction Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Andersen Tax LLC Tax Reduction Investment Plan? ▼
Next read for Andersen Tax LLC Tax Reduction Investmen…
Filing takeaways
Ways to act on Andersen Tax LLC Tax Reduction Investment Plan's numbers.
- By total assets, Andersen Tax LLC Tax Reduction Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Andersen Tax LLC's sponsor-wide assets have grown 56.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans