401(k) · DOL Form 5500 · 2023

Transcend Group, Inc. 401(k) Plan

Data updated 2026-08-25

$344K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$85,887
Avg per participant Below avg balance/head
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Official DOL plan name: Transcend Group Retirement Plan · Sponsored by Transcend Group, Inc. · Minnesota · Finance & Insurance

$344K in assets, 4 participants

Transcend Group, Inc.'s Transcend Group Retirement Plan reported $344K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #756 in Finance & Insurance (8,869 peers)

Transcend Group, Inc. multi-year trail

Transcend Group, Inc.'s plans moved +179.5% in assets from 2022 to 2024; this filing shows Transcend Group Retirement Plan at $344K / 4 participants.

#756
in Finance & Insurance (8,869 peers)
+75.1%
assets growth YoY

Transcend Group Retirement Plan among the smaller filed plans by assets

Transcend Group Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$343,548 15th percentile higher than 15% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Transcend Group Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transcend Group Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Transcend Group Retirement Plan reported net income rose from $14K in the plan year 2022 filing to $147K in the plan year 2023 filing.
  • Transcend Group Retirement Plan end-of-year assets rose from $196K in the plan year 2022 filing to $344K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 814841326 · Transcend Group, Inc. PY 2023 · 401(k)

Transcend Group Retirement Plan · $344K · 4 · 15th

  • BOY $344K
  • BOY 4
  • BOY 15th
  • BOY 401(k)
  • BOY near Eog Management Retirement Plan
  • BOY ind #756

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 Minnesota →

Transcend Group Retirement Plan in the asset neighbourhood

Transcend Group Retirement PlanTranscend Group Retirement P…$344KEog Management Retirement PlanEog Management Retirement Pl…$344KSevenplus Bicycles, Inc 401(k) PlanSevenplus Bicycles, Inc 401(…$344KLs Day Spa, Inc. 401(k) Plan$344KBare Necessities Tour & Travel 401(k) Profit Sharing Plan & TrustBare Necessities Tour & Trav…$344K
End-of-year total assets ($M) among Transcend Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Transcend Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Transcend Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$548K 179.52421973361606% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.2M $0.55M ▲ +175.0%
Year Plans Participants Total Assets
2022 1 4 $196K
2023 1 4 $344K
2024 1 5 $548K

Transcend Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$196K
Net Assets (End of Year)$344K
Net Income$147K
Employer EIN814841326
Plan Effective Date2017-01-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Transcend Group Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Transcend Group Retirement Plan, Total assets ($B): 0.000343548 · Participants: 4Transcend Group Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Transcend Group Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Transcend Group Retirement Plan side-by-side with 3 peers →

Transcend Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Eog Management Retirement Plan in TX ($344K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($344K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Transcend Group Retirement Plan assets move in 2023? ▼
Transcend Group Retirement Plan surged - up 75.1% during 2023, from $196K to $344K. Reported net income was $147K.
How have Transcend Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transcend Group, Inc.'s sponsor-wide assets grew 179.5%, from $196K to $548K.
Where does Transcend Group Retirement Plan rank by assets among Form 5500 filers? ▼
Transcend Group Retirement Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Transcend Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eog Management Retirement Plan in TX ($344K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Transcend Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814841326.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.