401(k) · DOL Form 5500 · 2022
Transform Midco LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 283
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $8,678
- Avg per participant Low balance/head
Official DOL plan name: Transform Puerto Rico Savings Plan · Sponsored by Transform Midco LLC · Illinois · Retail Trade
$2M in assets, 283 participants
Transform Midco LLC's Transform Puerto Rico Savings Plan reported $2M in total assets and 283 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #4,410 in Retail Trade (9,519 peers)
Coverage in Illinois
Transform Puerto Rico Savings Plan covers 283 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $2M.
- #4,410
- in Retail Trade (9,519 peers)
- -30.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Transform Puerto Rico Savings Plan's mid-pack asset rank among Retail Trade and all filers
Transform Puerto Rico Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,456,010 37th percentile higher than 37% 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 Puerto Rico 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. Transform Puerto Rico Savings Plan sits mid-pack in the medium band (283 participants).
EBSA filing schedule strip
Filing strip 833374195 · Transform Midco LLC PY 2022 · 401(k)
Transform Puerto Rico Savings Plan · $2M · 283 · 37th
- RANK $2M
- RANK 283
- RANK 37th
- RANK 401(k)
- RANK near John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan
- RANK ind #4410
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 Puerto Rico Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$1M |
| 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
Transform Puerto Rico Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is John a. Scaletta, D.D.S., Ltd. Profit Sharing 401(k) Plan in WI ($2M); by covered participants it is Jerritt Canyon Gold LLC 401(k) Plan in NV (283 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (283 participants); asset peers above are excluded.
- Jerritt Canyon Gold LLC 401(k) Plan (NV) 283 · 0 off
- Kel-Tec Cnc Industries, Inc. 401(k) Plan (FL) 283 · 0 off
- Polysciences, Inc. 401(k) Plan (PA) 283 · 0 off
- Tenth Avenue Commerce LLC 401(k) Profit Sharing Plan & Trust (CT) 283 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.