401(k) · DOL Form 5500 · 2022
Transform Midco LLC 401(k) Plan
Data updated 2026-08-11
- $189M
- Total assets
- 7,655
- Participants
- 95th
- Percentile by assets
- $24,627
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $189M
- total plan assets (2022 EOY)
- 7,655
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $24,627
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Transform 401(k) Savings Plan reports 7,655 participants - 9.8x that state average ($189M EOY assets).
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)
| 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.
Transform 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Transform 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Transform 401(k) Savings Plan assets move in 2022? ▼
How have Transform Midco LLC plan assets changed over time? ▼
Where does Transform 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Transform 401(k) Savings Plan? ▼
Next read for Transform 401(k) Savings Plan
Filing takeaways
Ways to act on Transform 401(k) Savings Plan's numbers.
- By total assets, Transform 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Transform Midco LLC's sponsor-wide assets have grown 133.6% since 2022 across 3 plan years on file. More Retail Trade plans