401(k) · DOL Form 5500 · 2022

Transitions Incorporated 401(k) Plan

Data updated 2026-08-25

$964K
Total assets Small plan by assets
72
Participants Small participant base
25th
Percentile by assets National rank
$13,389
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Transitions, Inc 401(k) Plan · Sponsored by Transitions Incorporated · Kentucky · Other Services

$964K in assets, 72 participants

Transitions Incorporated's Transitions, Inc 401(k) Plan reported $964K in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,029 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Transitions, Inc 401(k) Plan ranks #4,029 of 8,398 2022 filers by assets (2082% of the sector average)-$964K for 72 participants.

#4,029
in Other Services (8,398 peers)
-9.2%
assets change YoY

The plan reported a net loss of $98K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Transitions, Inc 401(k) Plan among the smaller filed plans by assets

Transitions, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$964,022 25th percentile higher than 25% of 139,123 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 2022

Transitions, Inc 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transitions, Inc 401(k) Plan is a small filing (72 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 610707125 · Transitions Incorporated PY 2022 · 401(k)

Transitions, Inc 401(k) Plan · $964K · 72 · 25th

  • VS-ST $964K
  • BOY 72
  • SCH 25th
  • EBSA 401(k)
  • PART near Heritage Distilling Company, Inc. 401(k) Plan
  • TYPE ind #4029

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 Other Services retirement plans → · Plans in Kentucky →

Transitions, Inc 401(k) Plan in the asset neighbourhood

Transitions, Inc 401(k) Plan$964KHeritage Distilling Company, Inc. 401(k) PlanHeritage Distilling Company,…$964KDrs. Korb & Merat 401(k) Savings Plan & TrustDrs. Korb & Merat 401(k) Sav…$964KTrepidant, Inc. 401(k) Profit Sharing PlanTrepidant, Inc. 401(k) Profi…$964KJett Pro Line Maintenance Corp 401(k) Profit Sharing Plan & TrustJett Pro Line Maintenance Co…$964K
End-of-year total assets ($M) among Transitions, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$963K
Net Income-$98K
Employer EIN610707125
Plan Effective Date2000-03-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Transitions, Inc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Transitions, Inc 401(k) Plan, Total assets ($B): 0.000964022 · Participants: 72Transitions, Inc 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Transitions, Inc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Transitions, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Heritage Distilling Company, Inc. 401(k) Plan in WA ($964K); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Transitions, Inc 401(k) Plan assets move in 2022?
Transitions, Inc 401(k) Plan pulled back noticeably - down 9.2% during 2022, from $1M to $964K. Reported net income was -$98K.
Where does Transitions, Inc 401(k) Plan rank by assets among Form 5500 filers?
Transitions, Inc 401(k) Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Transitions, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Heritage Distilling Company, Inc. 401(k) Plan in WA ($964K, 109 participants).
Which 401(k) plans cover a similar participant headcount to Transitions, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants, $4M in assets).