401(k) · DOL Form 5500 · 2024
Transform Midco LLC 401(k) Plan
Data updated 2026-08-25
- $242M
- Total assets Near avg plan size
- 11,711
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $20,623
- Avg per participant Low balance/head
Official DOL plan name: Transform 401(k) Savings Plan · Sponsored by Transform Midco LLC · Illinois · Retail Trade
$242M in assets, 11,711 participants
Transform Midco LLC's Transform 401(k) Savings Plan reported $242M in total assets and 11,711 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,817 in Retail Trade (8,048 peers)
Coverage in Illinois
Transform 401(k) Savings Plan covers 11,711 participants in Illinois, 15x the typical Illinois plan (state average ~779 per filing). Assets: $242M.
- #7,817
- in Retail Trade (8,048 peers)
- +4.1%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Transform 401(k) Savings Plan's outsized position by total assets
Transform 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$241,513,838 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Transform 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transform 401(k) Savings Plan is a mega filing (11,711 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Transform 401(k) Savings Plan reported participants rose from 6,155 in the plan year 2023 filing to 11,711 in the plan year 2024 filing.
- Transform 401(k) Savings Plan end-of-year assets rose from $200M in the plan year 2023 filing to $242M in the plan year 2024 filing.
- Transform 401(k) Savings Plan reported net income fell from $12M in the plan year 2023 filing to $9M in the plan year 2024 filing.
DOL schedule card
Filing strip 833374195 · Transform Midco LLC PY 2024 · 401(k)
Transform 401(k) Savings Plan · $242M · 11,711 · 95th
- PART $242M
- PART 11,711
- PART 95th
- PART 401(k)
- PART near Avid Technology, Inc. 401(k) Plan
- PART ind #7817
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 Retail Trade retirement plans → · Plans in Illinois →
Transform 401(k) Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $232M |
|---|---|
| Net Assets (End of Year) | $242M |
| Net Income | $9M |
| Employer EIN | 833374195 |
| Plan Effective Date | 2019-06-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Transform Midco LLC)
Sponsor-wide plan assets over time
All Transform Midco LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $887M 133.6266775457704% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 15,593 | $379M |
| 2023 | 2 | 12,310 | $401M |
| 2024 | 4 | 82,368 | $887M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Scale composition for Transform 401(k) Savings Plan
Transform 401(k) Savings Plan reports $242M in end-of-year assets across 11,711 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $20,623 per participant (15% of the national average assets-per-participant) . Net income for plan year 2024 was $9M.
This plan identity (EIN 833374195, plan #001) has 6 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $189M to $212M (+12.5%) while covered participants moved from 7,655 to 5,777 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,655 | $189M | Open filing |
| 2023 | 6,155 | $200M | Open filing |
| 2024 | 35,732 | $201M | Open filing |
| 2024 | 29,148 | $232M | Open filing |
| 2024 | 11,711 | $242M | This page |
| 2024 · index core | 5,777 | $212M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Transform 401(k) Savings Plan (401(k), $212M, 5,777 participants)
- Transform 401(k) Savings Plan (401(k), $200M, 6,155 participants)
Transform 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Avid Technology, Inc. 401(k) Plan in MA ($242M); by covered participants it is Franchise Group, Inc. 401(k) Plan in OH (11,705 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($242M here).
- Avid Technology, Inc. 401(k) Plan (MA) $242M · 468
- Foundation Medicine 401(k) Plan (MA) $242M · 1,696
- Specialtycare 401(k) Plan (TN) $241M · 1,814
- Page Southerland Page 401(k) Plan (TX) $242M · 1,406
Similar participant headcount
Nearest other-state filings by covered participants (11,711 participants); asset peers above are excluded.
- Franchise Group, Inc. 401(k) Plan (OH) 11,705 · 6 off
- Erickson Community 401(k) Plan (MD) 11,730 · 19 off
- Employee P/S Ret Plan & Trust of Foster Farms Group (CA) 11,739 · 28 off
- Triad 401(k) Retirement Plan (NM) 11,744 · 33 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.