401(k) · DOL Form 5500 · 2022

Transform Inc 401(k) Plan

Data updated 2026-08-25

$14K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$14,167
Avg per participant Low balance/head
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Official DOL plan name: Transform Inc 401(k) Profit Sharing Plan · Sponsored by Transform Inc · Minnesota · Professional & Technical Services

$14K in assets, 1 participants

Transform Inc's Transform Inc 401(k) Profit Sharing Plan reported $14K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #313 in Professional & Technical Services (21,562 peers)

Transform Inc multi-year trail

Transform Inc's plans moved +89.3% in assets from 2022 to 2024; this filing shows Transform Inc 401(k) Profit Sharing Plan at $14K / 1 participant.

#313
in Professional & Technical Services (21,562 peers)
-78.8%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Transform Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Transform Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,167 2nd percentile higher than 2% 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

Transform Inc 401(k) Profit Sharing 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. Transform Inc 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 871155896 · Transform Inc PY 2022 · 401(k)

Transform Inc 401(k) Profit Sharing Plan · $14K · 1 · 2nd

  • 5500 $14K
  • 5500 1
  • 5500 2nd
  • 5500 401(k)
  • 5500 near Homecare Crew, Inc. 401(k) Plan
  • 5500 ind #313

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 Minnesota →

Transform Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Transform Inc 401(k) Profit Sharing PlanTransform Inc 401(k) Profit …$14KHomecare Crew, Inc. 401(k) PlanHomecare Crew, Inc. 401(k) P…$14KKymtech 401(k)$14KTeague & Van Praag Dds PLLC Profit Sharing PlanTeague & Van Praag Dds PLLC …$14KAmaya Franchises, Inc. 401(k) Profit Sharing PlanAmaya Franchises, Inc. 401(k…$14K
End-of-year total assets ($M) among Transform Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Transform Inc multi-year asset trail

Sponsor-wide plan assets over time

All Transform Inc plans reported in each filing year

Latest sponsor-wide plan assets
$27K 89.34142726053504% vs 2022
2024 filing year
$0M$0.01M$0.02M$0.03M$0.04M 202220232024 $0.01M $0.03M ▲ +200.0%
Year Plans Participants Total Assets
2022 1 1 $14K
2023 1 1 $24K
2024 1 1 $27K

Transform Inc filing trail (2022)

Total Assets (Beginning of Year)$67K
Net Assets (End of Year)$14K
Net Income-$53K
Employer EIN871155896
Plan Effective Date2021-06-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Transform Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Transform Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.000014167 · Participants: 1Transform Inc 401(k) Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Transform Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Transform Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Transform Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Homecare Crew, Inc. 401(k) Plan in VA ($14K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Transform Inc 401(k) Profit Sharing Plan assets move in 2022? ▼
Transform Inc 401(k) Profit Sharing Plan contracted severely - down 78.8% during 2022, from $67K to $14K. Reported net income was -$53K.
How have Transform Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transform Inc's sponsor-wide assets grew 89.3%, from $14K to $27K.
Where does Transform Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Transform Inc 401(k) Profit Sharing Plan ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Transform Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Homecare Crew, Inc. 401(k) Plan in VA ($14K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Transform Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 871155896.

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.