401(k) · DOL Form 5500 · 2022
Transform Midco LLC 401(k) Plan
Data updated 2026-08-25
- $189M
- Total assets Near avg plan size
- 7,655
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $24,627
- Avg per participant Low balance/head
Official DOL plan name: Transform 401(k) Savings Plan · Sponsored by Transform Midco LLC · Illinois · Retail Trade
$189M in assets, 7,655 participants
Transform Midco LLC's Transform 401(k) Savings Plan reported $189M in total assets and 7,655 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #9,282 in Retail Trade (9,519 peers)
Coverage in Illinois
Transform 401(k) Savings Plan covers 7,655 participants in Illinois, 9.8x the typical Illinois plan (state average ~779 per filing). Assets: $189M.
- #9,282
- in Retail Trade (9,519 peers)
- -21.9%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Transform 401(k) Savings Plan's outsized position by total assets
Transform 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$188,520,469 Top 5% higher than 95% 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
Transform 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transform 401(k) Savings Plan lands in the large band (7,655 participants).
DOL schedule card
Filing strip 833374195 · Transform Midco LLC PY 2022 · 401(k)
Transform 401(k) Savings Plan · $189M · 7,655 · 95th
- PCT $189M
- EIN 7,655
- RANK 95th
- PHOTO 401(k)
- IND near Hga 401(k) Savings Plan
- EOY ind #9282
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 Retail Trade retirement plans → · Plans in Illinois →
Transform 401(k) Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $242M |
|---|---|
| Net Assets (End of Year) | $189M |
| Net Income | -$53M |
| Employer EIN | 833374195 |
| Plan Effective Date | 2019-06-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Transform Midco LLC)
Sponsor-wide plan assets over time
All Transform Midco LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $887M 133.6266775457704% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 15,593 | $379M |
| 2023 | 2 | 12,310 | $401M |
| 2024 | 4 | 82,368 | $887M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Scale composition for Transform 401(k) Savings Plan
Transform 401(k) Savings Plan reports $189M in end-of-year assets across 7,655 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $24,627 per participant (18% of the national average assets-per-participant) . Net income for plan year 2022 was -$53M.
This plan identity (EIN 833374195, plan #002) has 2 Form 5500 filings on file from 2022 to 2023 , with end-of-year assets moving from $189M to $200M (+6.3%) while covered participants moved from 7,655 to 6,155 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,655 | $189M | This page |
| 2023 · index core | 6,155 | $200M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Transform 401(k) Savings Plan (401(k), $212M, 5,777 participants)
- Transform 401(k) Savings Plan (401(k), $200M, 6,155 participants)
Transform 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Hga 401(k) Savings Plan in MN ($189M); by covered participants it is Nbcuniversal Capital Accumulation Plan (Cap) in NY (7,657 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($189M here).
- Hga 401(k) Savings Plan (MN) $189M · 924
- Inland Empire IBEW-NECA Defined Contribution Plan (PA) $189M · 5,633
- The Cannon Corporation 401(k) Plan (NY) $189M · 1,067
- Scientific Research Corporation 401(k) Profit Sharing Plan (GA) $189M · 1,674
Similar participant headcount
Nearest other-state filings by covered participants (7,655 participants); asset peers above are excluded.
- Nbcuniversal Capital Accumulation Plan (Cap) (NY) 7,657 · 2 off
- Park Nicollet Health Services 401(k) Retirement Savings Plan (MN) 7,649 · 6 off
- Weyerhaeuser 401(k) Plan (WA) 7,636 · 19 off
- Simmons Foods, Inc. 401(k) Retirement and Trust Plan (AR) 7,632 · 23 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.