401(k) · DOL Form 5500 · 2022

Transalta USA, Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
150
Participants Small participant base
90th
Percentile by assets National rank
$452,739
Avg per participant High balance/head
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Official DOL plan name: Transalta Retirement Savings Plan · Sponsored by Transalta USA, Inc. · Washington · Utilities

$68M in assets, 150 participants

Transalta USA, Inc.'s Transalta Retirement Savings Plan reported $68M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #442 in Utilities (738 peers)

Coverage in Washington

Transalta Retirement Savings Plan covers 150 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $68M.

#442
in Utilities (738 peers)
-22.8%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Transalta Retirement Savings Plan's outsized position by total assets

Transalta Retirement Savings Plan vs every filed plan by assets

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

$67,910,844 Top 10% higher than 90% 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 Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transalta Retirement Savings Plan sits mid-pack in the medium band (150 participants).

Plan-year Form 5500 strip

Filing strip 980220829 · Transalta USA, Inc. PY 2022 · 401(k)

Transalta Retirement Savings Plan · $68M · 150 · 90th

  • TYPE $68M
  • NET 150
  • BOOK 90th
  • VS-ST 401(k)
  • BOY near Autoneum North America, Inc. Retirement and Savings Plan
  • SCH ind #442

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 Savings Plan in the asset neighbourhood

Mactac 401(k) and Profit Sharing PlanMactac 401(k) and Profit Sha…$68MTransalta Retirement Savings PlanTransalta Retirement Savings…$68MAutoneum North America, Inc. Retirement and Savings PlanAutoneum North America, Inc.…$68MEmployee Savings and Deferred Income Plan of Munich American Reassurance CompanyEmployee Savings and Deferre…$68MIncluded Health 401(k) Plan$68M
End-of-year total assets ($M) among Transalta Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$68M
Net Income-$20M
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 401(k) Plans in Washington

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

Transalta Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Transalta Retirement Savings Plan, Total assets ($B): 0.067910844 · Participants: 150Transalta Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Transalta Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Transalta Retirement Savings Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Autoneum North America, Inc. Retirement and Savings Plan in MI ($68M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Savings Plan assets move in 2022? ▼
Transalta Retirement Savings Plan declined sharply - down 22.8% during 2022, from $88M to $68M. Reported net income was -$20M.
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.
Where does Transalta Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Transalta Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Transalta Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Autoneum North America, Inc. Retirement and Savings Plan in MI ($68M, 889 participants).
Which 401(k) plans cover a similar participant headcount to Transalta Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 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.