401(k) · DOL Form 5500 · 2023

Presbyterian Retirement Communities Northwest Dba Transforming Age 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
812
Participants Near avg headcount
63rd
Percentile by assets National rank
$15,179
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Transforming Age 403(b) Retirement Plan · Sponsored by Presbyterian Retirement Communities Northwest Dba Transforming Age · Washington · Other Services

$12M in assets, 812 participants

Presbyterian Retirement Communities Northwest Dba Transforming Age's Transforming Age 403(b) Retirement Plan reported $12M in total assets and 812 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,230 in Other Services (7,857 peers)

2023 asset change

Transforming Age 403(b) Retirement Plan grew at a solid clip 10.6% in 2023 ($11M → $12M) for 812 participants.

#6,230
in Other Services (7,857 peers)
+10.6%
assets growth YoY

Transforming Age 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Transforming Age 403(b) Retirement Plan vs every filed plan by assets

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

$12,325,605 Top 37% higher than 63% 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

Transforming Age 403(b) Retirement 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. Transforming Age 403(b) Retirement Plan sits mid-pack in the medium band (812 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Transforming Age 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Transforming Age 403(b) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Transforming Age 403(b) Retirement Plan reported participants rose from 774 in the plan year 2022 filing to 812 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 910666887 · Presbyterian Retirement Communities Northwest Dba Transforming Age PY 2023 · 401(k)

Transforming Age 403(b) Retirement Plan · $12M · 812 · 63rd

  • VS-ST $12M
  • VS-ST 812
  • VS-ST 63rd
  • VS-ST 401(k)
  • VS-ST near Ardent Federal Credit Union 401(k) Plan
  • VS-ST ind #6230

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 Other Services retirement plans → · Plans in Washington →

Transforming Age 403(b) Retirement Plan in the asset neighbourhood

Transforming Age 403(b) Retirement PlanTransforming Age 403(b) Reti…$12MArdent Federal Credit Union 401(k) PlanArdent Federal Credit Union …$12MAway 401(k) Ps Plan$12MThe Bair Foundation Employees' Retirement PlanThe Bair Foundation Employee…$12MAltron, Inc. 401(k) Profit Sharing PlanAltron, Inc. 401(k) Profit S…$12M
End-of-year total assets ($M) among Transforming Age 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Presbyterian Retirement Communities Northwest Dba Transforming Age years around the 2023 move

Sponsor-wide plan assets over time

All Presbyterian Retirement Communities Northwest Dba Transforming Age plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $11.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 774 $11M
2023 1 812 $12M
2024 1 90 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN910666887
Plan Effective Date1991-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Transforming Age 403(b) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Transforming Age 403(b) Retirement Plan, Total assets ($B): 0.012325605 · Participants: 812Transforming Age 403(b) Retirement 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
Transforming Age 403(b) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Transforming Age 403(b) Retirement Plan side-by-side with 3 peers →

Transforming Age 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Ardent Federal Credit Union 401(k) Plan in PA ($12M); by covered participants it is Autism Society of North Carolina 401(k) Profit Sharing Plan in NC (812 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (812 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 Transforming Age 403(b) Retirement Plan assets move in 2023? ▼
Transforming Age 403(b) Retirement Plan grew at a solid clip - up 10.6% during 2023, from $11M to $12M. Reported net income was $1M.
Which 401(k) plans are similar in size to Transforming Age 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ardent Federal Credit Union 401(k) Plan in PA ($12M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Transforming Age 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Autism Society of North Carolina 401(k) Profit Sharing Plan in NC (812 participants, $8M 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 910666887.

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.