401(k) · DOL Form 5500 · 2024

Tanner LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
233
Participants Below avg headcount
78th
Percentile by assets National rank
$134,118
Avg per participant Near avg balance/head
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Official DOL plan name: Tanner LLC Retirement Plan · Sponsored by Tanner LLC · Utah · Professional & Technical Services

$31M in assets, 233 participants

Tanner LLC's Tanner LLC Retirement Plan reported $31M in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,742 in Professional & Technical Services (20,173 peers)

Coverage in Utah

Tanner LLC Retirement Plan covers 233 participants in Utah, about 39% of the average Utah filer (state average ~592 per filing). Assets: $31M.

#15,742
in Professional & Technical Services (20,173 peers)
+25.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Tanner LLC Retirement Plan's outsized position by total assets

Tanner LLC Retirement Plan vs every filed plan by assets

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

$31,249,443 Top 22% higher than 78% 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 LLC 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. Tanner LLC Retirement Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tanner LLC Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Tanner LLC Retirement Plan reported participants rose from 187 in the plan year 2023 filing to 233 in the plan year 2024 filing.
  • Tanner LLC Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 202253063 · Tanner LLC PY 2024 · 401(k)

Tanner LLC Retirement Plan · $31M · 233 · 78th

  • TYPE $31M
  • TYPE 233
  • TYPE 78th
  • TYPE 401(k)
  • TYPE near Iroquois Industries, Inc. & Affiliates 401(k) Plan
  • TYPE ind #15742

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 Utah →

Tanner LLC Retirement Plan in the asset neighbourhood

Tanner LLC Retirement Plan$31MIroquois Industries, Inc. & Affiliates 401(k) PlanIroquois Industries, Inc. & …$31MProcaps Laboratories, Inc. 401(k) PlanProcaps Laboratories, Inc. 4…$31MGolden State Dermatology Management, LLC 401(k) PlanGolden State Dermatology Man…$31MRennes Group, Inc. 401(k) Plan and TrustRennes Group, Inc. 401(k) Pl…$31M
End-of-year total assets ($M) among Tanner LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN202253063
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tanner LLC)

Sponsor-wide plan assets over time

All Tanner LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 68.1339670133032% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.6M $31.3M ▲ +68.1%
Year Plans Participants Total Assets
2022 1 176 $19M
2023 1 187 $25M
2024 1 233 $31M

Nearby 401(k) Plans in Utah

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

Tanner LLC Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Tanner LLC Retirement Plan, Total assets ($B): 0.031249443 · Participants: 233Tanner LLC Retirement 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 LLC Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Tanner LLC Retirement Plan side-by-side with 3 peers →

Tanner LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Iroquois Industries, Inc. & Affiliates 401(k) Plan in MI ($31M); by covered participants it is Mccloud Inc. 401(k) Plan in KY (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 LLC Retirement Plan assets move in 2024? ▼
Tanner LLC Retirement Plan grew sharply - up 25.1% during 2024, from $25M to $31M. Reported net income was $6M.
How have Tanner LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tanner LLC's sponsor-wide assets grew 68.1%, from $19M to $31M.
Where does Tanner LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Tanner LLC Retirement Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tanner LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iroquois Industries, Inc. & Affiliates 401(k) Plan in MI ($31M, 570 participants).
Which 401(k) plans cover a similar participant headcount to Tanner LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mccloud Inc. 401(k) Plan in KY (233 participants, $151K 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 202253063.

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.