401(k) · DOL Form 5500 · 2024

Andersen Tax LLC 401(k) Plan

Data updated 2026-08-25

$337M
Total assets Above avg plan size
2,070
Participants Near avg headcount
96th
Percentile by assets National rank
$162,777
Avg per participant Above avg balance/head
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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.

  • #19,596 in Professional & Technical Services (20,173 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 ~630 per filing). Assets: $337M.

#19,596
in Professional & Technical Services (20,173 peers)
+19.1%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Andersen Tax LLC Tax Reduction Investment Plan's outsized position by total assets

Andersen Tax LLC Tax Reduction Investment Plan vs every filed plan by assets

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

$336,948,424 Top 4% higher than 96% 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

Andersen Tax LLC Tax Reduction Investment 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. Andersen Tax LLC Tax Reduction Investment Plan lands in the large band (2,070 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 331197384 · Andersen Tax LLC PY 2024 · 401(k)

Andersen Tax LLC Tax Reduction Investment Plan · $337M · 2,070 · 96th

  • EOY $337M
  • 5500 2,070
  • ASSETS 96th
  • PCT 401(k)
  • EIN near Wiley Rein LLP Retirement Plan
  • RANK ind #19596

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 California →

Andersen Tax LLC Tax Reduction Investment Plan in the asset neighbourhood

Nestle USA, Inc. Hourly Retirement Savings PlanNestle USA, Inc. Hourly Reti…$337MGlobal Atlantic Financial Company 401(k) PlanGlobal Atlantic Financial Co…$337MAndersen Tax LLC Tax Reduction Investment PlanAndersen Tax LLC Tax Reducti…$337MWiley Rein LLP Retirement PlanWiley Rein LLP Retirement Pl…$337MAsm Global Retirement & Savings PlanAsm Global Retirement & Savi…$337M
End-of-year total assets ($M) among Andersen Tax LLC Tax Reduction Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$283M
Net Assets (End of Year)$337M
Net Income$54M
Employer EIN331197384
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Andersen Tax LLC)

Sponsor-wide plan assets over time

All Andersen Tax LLC plans reported in each filing year

Latest sponsor-wide plan assets
$337M 56.30440423013883% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $216M $337M ▲ +56.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Andersen Tax LLC Tax Reduction Investment Plan, Total assets ($B): 0.336948424 · Participants: 2070Andersen Tax LLC Tax Reduction Investment PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Andersen Tax LLC Tax Reduction Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Andersen Tax LLC Tax Reduction Investment Plan side-by-side with 3 peers →

Andersen Tax LLC Tax Reduction Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wiley Rein LLP Retirement Plan in DC ($337M); by covered participants it is Co-Op 401(k) Plan in ID (2,070 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($337M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,070 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 Andersen Tax LLC Tax Reduction Investment Plan assets move in 2024? ▼
Andersen Tax LLC Tax Reduction Investment Plan grew sharply - up 19.1% during 2024, from $283M to $337M. Reported net income was $54M.
How have Andersen Tax LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andersen Tax LLC's sponsor-wide assets grew 56.3%, from $216M to $337M.
Where does Andersen Tax LLC Tax Reduction Investment Plan rank by assets among Form 5500 filers? ▼
Andersen Tax LLC Tax Reduction Investment Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Andersen Tax LLC Tax Reduction Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wiley Rein LLP Retirement Plan in DC ($337M, 436 participants).
Which 401(k) plans cover a similar participant headcount to Andersen Tax LLC Tax Reduction Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Co-Op 401(k) Plan in ID (2,070 participants, $99M 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 331197384.

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.