401(k) · DOL Form 5500 · 2022
Presbyterian Retirement Communities Northwest Dba Transforming Age 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 774
- Participants Near avg headcount
- 67th
- Percentile by assets National rank
- $14,404
- Avg per participant Low balance/head
Official DOL plan name: Transforming Age 403(b) Retirement Plan · Sponsored by Presbyterian Retirement Communities Northwest Dba Transforming Age · Washington · Other Services
$11M in assets, 774 participants
Presbyterian Retirement Communities Northwest Dba Transforming Age's Transforming Age 403(b) Retirement Plan reported $11M in total assets and 774 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #6,798 in Other Services (8,398 peers)
2022 asset change
Transforming Age 403(b) Retirement Plan declined sharply 18.5% in 2022 ($14M → $11M) for 774 participants.
- #6,798
- in Other Services (8,398 peers)
- -18.5%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Transforming Age 403(b) Retirement Plan's outsized position by total assets
Transforming Age 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,148,925 Top 33% higher than 67% 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
Transforming Age 403(b) Retirement 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. Transforming Age 403(b) Retirement Plan sits mid-pack in the medium band (774 participants).
DOL schedule card
Filing strip 910666887 · Presbyterian Retirement Communities Northwest Dba Transforming Age PY 2022 · 401(k)
Transforming Age 403(b) Retirement Plan · $11M · 774 · 67th
- BOOK $11M
- VS-ST 774
- BOY 67th
- SCH 401(k)
- EBSA near Ekornes 401(k) Plan
- PART ind #6798
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 Other Services retirement plans → · Plans in Washington →
Transforming Age 403(b) Retirement Plan in the asset neighbourhood
Presbyterian Retirement Communities Northwest Dba Transforming Age years around the 2022 move
Sponsor-wide plan assets over time
All Presbyterian Retirement Communities Northwest Dba Transforming Age plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 774 | $11M |
| 2023 | 1 | 812 | $12M |
| 2024 | 1 | 90 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$3M |
| Employer EIN | 910666887 |
| Plan Effective Date | 1991-12-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Transforming Age 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Ekornes 401(k) Plan in NJ ($11M); by covered participants it is Wencor Group, LLC 401(k) Plan in GA (774 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Ekornes 401(k) Plan (NJ) $11M · 108
- Viking Plastics 401(k) Plan & Trust (PA) $11M · 163
- Avcarb, LLC 401(k) Plan (MA) $11M · 72
- Atlas Construction Supply, Inc. Retirement Savings Plan (CA) $11M · 184
Similar participant headcount
Nearest other-state filings by covered participants (774 participants); asset peers above are excluded.
- Wencor Group, LLC 401(k) Plan (GA) 774 · 0 off
- Stmicroelectronics, Inc. 401(k) Savings Plan (TX) 774 · 0 off
- Aldevron Retirement Savings Plan (ND) 774 · 0 off
- Swanson Group, Inc. and Affiliated Companies Employee Savings Plan (OR) 774 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.