401(k) · DOL Form 5500 · 2023

Transalta USA, Inc. 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
165
Participants Small participant base
90th
Percentile by assets National rank
$480,279
Avg per participant High balance/head
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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.

  • #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.

#428
in Utilities (721 peers)
+16.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Transalta Retirement Savings Plan's outsized position by total assets

Transalta Retirement Savings Plan vs every filed plan by assets

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

$79,246,038 Top 10% higher than 90% 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

Transalta Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transalta Retirement Savings Plan sits mid-pack in the medium band (165 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 980220829 · Transalta USA, Inc. PY 2023 · 401(k)

Transalta Retirement Savings Plan · $79M · 165 · 90th

  • EOY $79M
  • EOY 165
  • EOY 90th
  • EOY 401(k)
  • EOY near Indorama Ventures Xylenes & Pta LLC 401(k) Plan
  • EOY ind #428

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 Utilities retirement plans → · Plans in Washington →

Transalta Retirement Savings Plan in the asset neighbourhood

The 401(k) Savings Plan for Ghc AffiliatesThe 401(k) Savings Plan for …$79MTransalta Retirement Savings PlanTransalta Retirement Savings…$79MIndorama Ventures Xylenes & Pta LLC 401(k) PlanIndorama Ventures Xylenes & …$79MInternational Sos and the International Sos Group of Companies 401(k) PlanInternational Sos and the In…$79MDavid E. Harvey Builders, Inc. Employee Savings PlanDavid E. Harvey Builders, In…$79M
End-of-year total assets ($M) among Transalta Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$79M
Net Income$11M
Employer EIN980220829
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Transalta USA, Inc.)

Sponsor-wide plan assets over time

All Transalta USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 4.957729629087464% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $82.7M $86.8M ▲ +4.9%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Transalta Retirement Savings Plan, Total assets ($B): 0.079246038 · Participants: 165Transalta Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Transalta Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Transalta Retirement Savings Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Indorama Ventures Xylenes & Pta LLC 401(k) Plan in AL ($79M); by covered participants it is Forma Therapeutics, Inc. 401(k) Plan in MA (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Transalta Retirement Savings Plan assets move in 2023? ▼
Transalta Retirement Savings Plan grew sharply - up 16.7% during 2023, from $68M to $79M. Reported net income was $11M.
How have Transalta USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transalta USA, Inc.'s sponsor-wide assets grew 5.0%, from $83M to $87M.
Where does Transalta Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Transalta Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Transalta Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Indorama Ventures Xylenes & Pta LLC 401(k) Plan in AL ($79M, 409 participants).
Which 401(k) plans cover a similar participant headcount to Transalta Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Forma Therapeutics, Inc. 401(k) Plan in MA (165 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 980220829.

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.