Defined Benefit (Pension) · DOL Form 5500 · 2023

Transalta USA, Inc. Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
5
Participants Small participant base
70th
Percentile by assets National rank
$3.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Transalta Retirement Pension Plan · Sponsored by Transalta USA, Inc. · Washington · Utilities

$18M in assets, 5 participants

Transalta USA, Inc.'s Transalta Retirement Pension Plan reported $18M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #237 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Transalta Retirement Pension Plan ranks #237 of 721 2023 filers by assets (3018% of the sector average)-$18M for 5 participants.

#237
in Utilities (721 peers)
+20.6%
assets growth YoY

Transalta Retirement Pension Plan's outsized position by total assets

Transalta Retirement Pension Plan vs every filed plan by assets

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

$17,792,652 Top 30% higher than 70% 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 Pension 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. Transalta Retirement Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Transalta Retirement Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Transalta Retirement Pension Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 980220829 · Transalta USA, Inc. PY 2023 · Defined Benefit (Pension)

Transalta Retirement Pension Plan · $18M · 5 · 70th

  • EBSA $18M
  • EBSA 5
  • EBSA 70th
  • EBSA Defined Benefit (Pension)
  • EBSA near Pension Plan for Employees of United Memorial Medical Center
  • EBSA ind #237

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 Pension Plan in the asset neighbourhood

Kickapoo Tribe Commercial Defined Benefit Pension PlanKickapoo Tribe Commercial De…$18MVermont Gas Systems, Inc. Retirement PlanVermont Gas Systems, Inc. Re…$18MLewis Center Pension Plan$18MTransalta Retirement Pension PlanTransalta Retirement Pension…$18MPension Plan for Employees of United Memorial Medical CenterPension Plan for Employees o…$18M
End-of-year total assets ($M) among Transalta Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
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 Defined Benefit (Pension) Plans in Washington

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Transalta Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -20020406080 Total assets ($B) Participants Transalta Retirement Pension Plan, Total assets ($B): 0.017792652 · Participants: 5Transalta Retirement Pension PlanWestern Conference of Teamsters Pension Plan, Total assets ($B): 57.387332732 · Participants: 229511Western Conference of Teamsters Pension PlanThe Pension Value Plan for Employees of the Boeing Company, Total assets ($B): 25.042153263 · Participants: 31566The Pension Value Plan for Employees of the Boeing CompanyThe Boeing Company Employee Retirement Plan, Total assets ($B): 16.333139549 · Participants: 32477The Boeing Company Employee Retirement PlanNorthwest Carpenters Retirement Plan, Total assets ($B): 3.287308621 · Participants: 15892Northwest Carpenters Retirement PlanLocals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan, Total assets ($B): 3.066446219 · Participants: 8339Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan
Transalta Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants
Compare Transalta Retirement Pension Plan side-by-side with 3 peers →

Transalta Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Washington, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of United Memorial Medical Center in NY ($18M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Pension Plan assets move in 2023? ▼
Transalta Retirement Pension Plan grew sharply - up 20.6% during 2023, from $15M to $18M. Reported net income was $3M.
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.
Which Defined Benefit (Pension) plans are similar in size to Transalta Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of United Memorial Medical Center in NY ($18M, 119 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Transalta Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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.