401(k) · DOL Form 5500 · 2022
Transferwise, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 299
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $18,872
- Avg per participant Low balance/head
Official DOL plan name: Transferwise 401(k) Plan · Sponsored by Transferwise, Inc. · Florida · Finance & Insurance
$6M in assets, 299 participants
Transferwise, Inc.'s Transferwise 401(k) Plan reported $6M in total assets and 299 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #3,438 in Finance & Insurance (9,261 peers)
Coverage in Florida
Transferwise 401(k) Plan covers 299 participants in Florida, about 48% of the average Florida filer (state average ~628 per filing). Assets: $6M.
- #3,438
- in Finance & Insurance (9,261 peers)
- +8.5%
- assets growth YoY
Transferwise 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Transferwise 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,642,769 Top 47% higher than 53% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Transferwise 401(k) 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. Transferwise 401(k) Plan sits mid-pack in the medium band (299 participants).
Published 5500 schedule card
Filing strip 453233521 · Transferwise, Inc. PY 2022 · 401(k)
Transferwise 401(k) Plan · $6M · 299 · 53rd
- 5500 $6M
- 5500 299
- 5500 53rd
- 5500 401(k)
- 5500 near Royal Health Group 401(k) Plan
- 5500 ind #3438
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 Finance & Insurance retirement plans → · Plans in Florida →
Transferwise 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $440K |
| Employer EIN | 453233521 |
| Plan Effective Date | 2015-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Transferwise, Inc.)
Sponsor-wide plan assets over time
All Transferwise, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 162.86603261625632% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 299 | $6M |
| 2023 | 1 | 528 | $10M |
| 2024 | 1 | 661 | $15M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Transferwise 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Royal Health Group 401(k) Plan in MA ($6M); by covered participants it is Geocent, L.L.C. 401(k) & Profit Sharing Plan and Trust in VA (299 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (299 participants); asset peers above are excluded.
- Geocent, L.L.C. 401(k) & Profit Sharing Plan and Trust (VA) 299 · 0 off
- Downtown Grand Hotel Las Vegas 401(k) Plan (NV) 299 · 0 off
- Ebq Retirement Plan (TX) 299 · 0 off
- Kind 401(k) Plan (DC) 299 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.