401(k) · DOL Form 5500 · 2023

Transamerica Corporation 401(k) Plan

Data updated 2026-08-25

$2.4B
Total assets Very large vs avg
6,999
Participants Above avg headcount
99th
Percentile by assets National rank
$346,564
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Transamerica 401(k) Retirement Savings Plan · Sponsored by Transamerica Corporation · Iowa · Finance & Insurance

$2.4B in assets, 6,999 participants

Transamerica Corporation's Transamerica 401(k) Retirement Savings Plan reported $2.4B in total assets and 6,999 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,763 in Finance & Insurance (8,869 peers)

Coverage in Iowa

Transamerica 401(k) Retirement Savings Plan covers 6,999 participants in Iowa, 11x the typical Iowa plan (state average ~609 per filing). Assets: $2.4B.

#8,763
in Finance & Insurance (8,869 peers)
+14.6%
assets growth YoY
24×
vs typical plan assets (national mean)

Transamerica 401(k) Retirement Savings Plan's outsized position by total assets

Transamerica 401(k) Retirement Savings Plan vs every filed plan by assets

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

$2,425,600,114 Top 1% higher than 99% 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

Transamerica 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transamerica 401(k) Retirement Savings Plan lands in the large band (6,999 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Transamerica 401(k) Retirement Savings Plan reported net income rose from -$450M in the plan year 2022 filing to $310M in the plan year 2023 filing.
  • Transamerica 401(k) Retirement Savings Plan end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.4B in the plan year 2023 filing.
  • Transamerica 401(k) Retirement Savings Plan reported participants fell from 7,262 in the plan year 2022 filing to 6,999 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421484983 · Transamerica Corporation PY 2023 · 401(k)

Transamerica 401(k) Retirement Savings Plan · $2.4B · 6,999 · 99th

  • PART $2.4B
  • TYPE 6,999
  • NET 99th
  • BOOK 401(k)
  • VS-ST near U.S. Anesthesia Partners, Inc. 401(k) Plan
  • BOY ind #8763

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 Finance & Insurance retirement plans → · Plans in Iowa →

Transamerica 401(k) Retirement Savings Plan in the asset neighbourhood

Transamerica 401(k) Retirement Savings PlanTransamerica 401(k) Retireme…$2.4BU.S. Anesthesia Partners, Inc. 401(k) PlanU.S. Anesthesia Partners, In…$2.4BPeter Kiewit Sons, Inc. Retirement Savings PlanPeter Kiewit Sons, Inc. Reti…$2.4BNtt Data Americas 401(k) Plan$2.4BEnergy Transfer LP 401(k) PlanEnergy Transfer LP 401(k) Pl…$2.4B
End-of-year total assets ($B) among Transamerica 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$2.1B
Net Assets (End of Year)$2.4B
Net Income$310M
Employer EIN421484983
Plan Effective Date1981-01-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Transamerica Corporation)

Sponsor-wide plan assets over time

All Transamerica Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5.1B 16.767872517215213% vs 2022
2024 filing year
$4B$4.5B$5B$5.5B 202220232024 $4.35B $5.08B ▲ +16.8%
Year Plans Participants Total Assets
2022 2 14,051 $4.3B
2023 3 13,518 $4.7B
2024 6 27,681 $5.1B

Nearby 401(k) Plans in Iowa

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

Transamerica 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0200004000060000 12345 Total assets ($B) Participants Transamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanMidamerican Energy Company Retirement Savings Plan, Total assets ($B): 1.705430338 · Participants: 5056Midamerican Energy Company Retirement Savings Plan
Transamerica 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Transamerica 401(k) Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Transamerica 401(k) Retirement Savings Plan

Transamerica 401(k) Retirement Savings Plan reports $2.4B in end-of-year assets across 6,999 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $346,564 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2023 was $310M.

This plan identity (EIN 421484983, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.7B (+28.6%) while covered participants moved from 7,262 to 8,059 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,262 $2.1B Open filing
2023 6,999 $2.4B This page
2024 · index core 8,059 $2.7B Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

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

Outside Iowa, the nearest 401(k) by assets is U.S. Anesthesia Partners, Inc. 401(k) Plan in TX ($2.4B); by covered participants it is Grand Canyon University Employees 401(k) Plan in AZ (6,994 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (6,999 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 Transamerica 401(k) Retirement Savings Plan assets move in 2023? ▼
Transamerica 401(k) Retirement Savings Plan grew at a solid clip - up 14.6% during 2023, from $2.1B to $2.4B. Reported net income was $310M.
How have Transamerica Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transamerica Corporation's sponsor-wide assets grew 16.8%, from $4.3B to $5.1B.
Where does Transamerica 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Transamerica 401(k) Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Transamerica 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Anesthesia Partners, Inc. 401(k) Plan in TX ($2.4B, 5,106 participants).
Which 401(k) plans cover a similar participant headcount to Transamerica 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grand Canyon University Employees 401(k) Plan in AZ (6,994 participants, $128M 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 421484983.

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.