Tanner Medical Center 401(k) and retirement plans

Tanner Medical Center, Inc, Carrollton, GA. EIN 58-1790149. Annual reports 2009–2024. Also filed as Tanner Medical Center, Inc.

Tanner Medical Center, Inc has one active retirement plan on file, the Tanner Advantage 401(k) Plan, with 5,563 participants and $435 million in assets in 2024. Fidelity has been its recordkeeper since 2017. No traditional pension plan appears in Tanner Medical Center's filings since 2009.

Active plans: 1
Participants: 5,563
Plan assets: $435 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Tanner Advantage 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 58-1790149
Participants (2024): 5,563
Net assets (2024): $435 million
Recordkeeper: FidelityEarlier: Empower (2009–2016)
Plan administrator: Tanner Medical Center, Inc
705 Dixie Street
Carrollton, GA 30117
(770) 812-5844As filed for 2024
In effect since: January 1, 1997

Earlier plan names: Tanner Advantage 401K Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,563	$435 million	Fidelity
2023	5,142	$376 million	Fidelity
2022	4,797	$307 million	Fidelity
2021	4,436	$350 million	Fidelity
2020	4,079	$304 million	Fidelity
2019	4,119	$271 million	Fidelity
2018	3,931	$214 million	Fidelity
2017	3,698	$211 million	Fidelity
2016	3,398	$177 million	Empower
2015	3,184	$160 million	Empower
2014	3,107	$153 million	Empower
2013	2,993	$143 million	Empower
2012	2,787	$121 million	Empower
2011	2,717	$104 million	Empower
2010	2,605	$95.4 million	Empower
2009	2,622	$78.0 million	Empower

Tanner Advantage 403(b) Plan

403(b)Closed

Closed. The plan filed its final annual report for 2018, which means its assets were paid out or moved and it no longer exists.

Plan number: 004Employer EIN 58-1790149
Participants (2017): 285
Net assets (2017): $3.3 million
Recordkeeper: FidelityEarlier: Empower (2011–2016)
Plan administrator: Tanner Medical Center, Inc.
705 Dixie Street
Carrollton, GA 30117
(770) 812-8278As filed for 2018
In effect since: January 1, 2011

Year by year, 2011 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	Fidelity
2017	285	$3.3 million	Fidelity
2016	2,973	$3.1 million	Empower
2015	2,877	$2.6 million	Empower
2014	2,763	$2.2 million	Empower
2013	2,769	$1.8 million	Empower
2012	2,563	$1.1 million	Empower
2011	2,486	$492,278	Empower

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Tanner Advantage 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((770) 812-5844). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Tanner Advantage 401(k) Plan

Tanner Advantage 403(b) Plan

If you had money in one of these plans

What these numbers are

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