401(k) · DOL Form 5500 · 2023
Transalta USA, Inc. 401(k) Plan
Data updated 2026-08-11
- $79M
- Total assets
- 165
- Participants
- 90th
- Percentile by assets
- $480,279
- Avg per participant
Official DOL plan name: Transalta Retirement Savings Plan · Sponsored by Transalta USA, Inc. · Washington · Utilities
$79M in assets, 165 participants
Transalta USA, Inc.'s Transalta Retirement Savings Plan reported $79M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #428 in Utilities (721 peers)
Coverage in Washington
Transalta Retirement Savings Plan covers 165 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $79M.
- $79M
- total plan assets (2023 EOY)
- 165
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $480,279
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Transalta Retirement Savings Plan reported net income rose from -$20M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Transalta Retirement Savings Plan end-of-year assets rose from $68M in the plan year 2022 filing to $79M in the plan year 2023 filing.
- Transalta Retirement Savings Plan reported participants rose from 150 in the plan year 2022 filing to 165 in the plan year 2023 filing.
Participants vs Washington filers
In Washington, the average filing covers about 1,476 participants across 2,612 plans. Transalta Retirement Savings Plan reports 165 participants - about 11% of that state average ($79M EOY assets).
Washington filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | $11M |
| Employer EIN | 980220829 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Transalta USA, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 155 | $83M |
| 2023 | 2 | 170 | $97M |
| 2024 | 2 | 186 | $87M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Transalta Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Transalta Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Transalta Retirement Savings Plan assets move in 2023? ▼
How have Transalta USA, Inc. plan assets changed over time? ▼
Where does Transalta Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Transalta Retirement Savings Plan? ▼
Next read for Transalta Retirement Savings Plan
Filing takeaways
Ways to act on Transalta Retirement Savings Plan's numbers.
- By total assets, Transalta Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
- Transalta USA, Inc.'s sponsor-wide assets have grown 5.0% since 2022 across 3 plan years on file. More Utilities plans