Defined Benefit (Pension) · DOL Form 5500 · 2022

Transalta USA, Inc. Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
5
Participants Small participant base
72nd
Percentile by assets National rank
$3.0M
Avg per participant High balance/head
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Official DOL plan name: Transalta Retirement Pension Plan · Sponsored by Transalta USA, Inc. · Washington · Utilities

$15M in assets, 5 participants

Transalta USA, Inc.'s Transalta Retirement Pension Plan reported $15M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #253 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Transalta Retirement Pension Plan ranks #253 of 738 2022 filers by assets (3639% of the sector average)-$15M for 5 participants.

#253
in Utilities (738 peers)
-31.3%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Transalta Retirement Pension Plan's outsized position by total assets

Transalta Retirement Pension Plan vs every filed plan by assets

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

$14,754,979 Top 28% higher than 72% 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

Transalta Retirement Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transalta Retirement Pension Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 980220829 · Transalta USA, Inc. PY 2022 · Defined Benefit (Pension)

Transalta Retirement Pension Plan · $15M · 5 · 72nd

  • PHOTO $15M
  • PHOTO 5
  • PHOTO 72nd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near The Day Publishing Company Trusteed Pension Plan
  • PHOTO ind #253

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 Utilities retirement plans → · Plans in Washington →

Transalta Retirement Pension Plan in the asset neighbourhood

The Baltimore Symphony Orchestra, Inc. Musicians Pension Plan and TrustThe Baltimore Symphony Orche…$15MTransalta Retirement Pension PlanTransalta Retirement Pension…$15MThe Day Publishing Company Trusteed Pension PlanThe Day Publishing Company T…$15MShure Incorporated Employees' Retirement PlanShure Incorporated Employees…$15MLocal 804 Pension Fund$15M
End-of-year total assets ($M) among Transalta Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$15M
Net Income-$7M
Employer EIN980220829
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Transalta USA, Inc.)

Sponsor-wide plan assets over time

All Transalta USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 4.957729629087464% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $82.7M $86.8M ▲ +4.9%
Year Plans Participants Total Assets
2022 2 155 $83M
2023 2 170 $97M
2024 2 186 $87M

Nearby Defined Benefit (Pension) Plans in Washington

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Transalta Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Transalta Retirement Pension Plan, Total assets ($B): 0.014754979 · Participants: 5Transalta Retirement Pension PlanWestern Conference of Teamsters Pension Plan, Total assets ($B): 53.719854718 · Participants: 226505Western Conference of Teamsters Pension PlanThe Pension Value Plan for Employees of the Boeing Company, Total assets ($B): 25.232670781 · Participants: 34042The Pension Value Plan for Employees of the Boeing CompanyThe Boeing Company Employee Retirement Plan, Total assets ($B): 17.057699432 · Participants: 34972The Boeing Company Employee Retirement PlanNorthwest Carpenters Retirement Plan, Total assets ($B): 2.972366874 · Participants: 15284Northwest Carpenters Retirement PlanLocals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan, Total assets ($B): 2.815845616 · Participants: 8083Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan
Transalta Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants
Compare Transalta Retirement Pension Plan side-by-side with 3 peers →

Transalta Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Washington, the nearest Defined Benefit (Pension) by assets is The Day Publishing Company Trusteed Pension Plan in CT ($15M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Transalta Retirement Pension Plan assets move in 2022? ▼
Transalta Retirement Pension Plan contracted severely - down 31.3% during 2022, from $21M to $15M. Reported net income was -$7M.
How have Transalta USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transalta USA, Inc.'s sponsor-wide assets grew 5.0%, from $83M to $87M.
Which Defined Benefit (Pension) plans are similar in size to Transalta Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Day Publishing Company Trusteed Pension Plan in CT ($15M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Transalta Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 980220829.

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.