401(k) · DOL Form 5500 · 2023

Transform Inc 401(k) Plan

Data updated 2026-08-25

$24K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$23,607
Avg per participant Low balance/head
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Official DOL plan name: Transform Inc 401(k) Profit Sharing Plan · Sponsored by Transform Inc · Minnesota · Professional & Technical Services

$24K in assets, 1 participants

Transform Inc's Transform Inc 401(k) Profit Sharing Plan reported $24K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #431 in Professional & Technical Services (20,321 peers)

Transform Inc multi-year trail

Transform Inc's plans moved +89.3% in assets from 2022 to 2024; this filing shows Transform Inc 401(k) Profit Sharing Plan at $24K / 1 participant.

#431
in Professional & Technical Services (20,321 peers)
+66.6%
assets growth YoY

Transform Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Transform Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,607 2nd percentile higher than 2% 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

Transform Inc 401(k) Profit Sharing 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. Transform Inc 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Transform Inc 401(k) Profit Sharing Plan reported net income rose from -$53K in the plan year 2022 filing to $9K in the plan year 2023 filing.
  • Transform Inc 401(k) Profit Sharing Plan end-of-year assets rose from $14K in the plan year 2022 filing to $24K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 871155896 · Transform Inc PY 2023 · 401(k)

Transform Inc 401(k) Profit Sharing Plan · $24K · 1 · 2nd

  • IND $24K
  • IND 1
  • IND 2nd
  • IND 401(k)
  • IND near Five Hundred Yards, Inc. 401(k) Profit Sharing Plan
  • IND ind #431

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Transform Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Transform Inc 401(k) Profit Sharing PlanTransform Inc 401(k) Profit …$24KFive Hundred Yards, Inc. 401(k) Profit Sharing PlanFive Hundred Yards, Inc. 401…$24KDreamstyle Remodeling, Inc. 401(k) PlanDreamstyle Remodeling, Inc. …$24KOhm Spas, Inc. 401(k) Plan$24KLede Global Inc 401(k) Profit Sharing Plan & TrustLede Global Inc 401(k) Profi…$24K
End-of-year total assets ($M) among Transform Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Transform Inc multi-year asset trail

Sponsor-wide plan assets over time

All Transform Inc plans reported in each filing year

Latest sponsor-wide plan assets
$27K 89.34142726053504% vs 2022
2024 filing year
$0M$0.01M$0.02M$0.03M$0.04M 202220232024 $0.01M $0.03M ▲ +200.0%
Year Plans Participants Total Assets
2022 1 1 $14K
2023 1 1 $24K
2024 1 1 $27K

Transform Inc filing trail (2023)

Total Assets (Beginning of Year)$14K
Net Assets (End of Year)$24K
Net Income$9K
Employer EIN871155896
Plan Effective Date2021-06-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Transform Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Transform Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.000023607 · Participants: 1Transform Inc 401(k) Profit Sharing 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
Transform Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Transform Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Transform Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Five Hundred Yards, Inc. 401(k) Profit Sharing Plan in CA ($24K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Transform Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Transform Inc 401(k) Profit Sharing Plan surged - up 66.6% during 2023, from $14K to $24K. Reported net income was $9K.
How have Transform Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transform Inc's sponsor-wide assets grew 89.3%, from $14K to $27K.
Where does Transform Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Transform Inc 401(k) Profit Sharing Plan ranks in the 2nd 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 Transform Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Five Hundred Yards, Inc. 401(k) Profit Sharing Plan in CA ($24K, 13 participants).
Which 401(k) plans cover a similar participant headcount to Transform Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 871155896.

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.