401(k) · DOL Form 5500 · 2023
Transform Midco LLC 401(k) Plan
Data updated 2026-08-25
- $200M
- Total assets Near avg plan size
- 6,155
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $32,552
- Avg per participant Low balance/head
Official DOL plan name: Transform 401(k) Savings Plan · Sponsored by Transform Midco LLC · Illinois · Retail Trade
$200M in assets, 6,155 participants
Transform Midco LLC's Transform 401(k) Savings Plan reported $200M in total assets and 6,155 participants in its 2023 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.
- #8,164 in Retail Trade (8,414 peers)
Coverage in Illinois
Transform 401(k) Savings Plan covers 6,155 participants in Illinois, 7.9x the typical Illinois plan (state average ~779 per filing). Assets: $200M.
- #8,164
- in Retail Trade (8,414 peers)
- +6.3%
- assets growth YoY
- 2.0×
- 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 2023 · DOL Form 5500
$200,355,465 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Transform 401(k) 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. Transform 401(k) Savings Plan lands in the large band (6,155 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Transform 401(k) Savings Plan reported net income rose from -$53M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Transform 401(k) Savings Plan reported participants fell from 7,655 in the plan year 2022 filing to 6,155 in the plan year 2023 filing.
- Transform 401(k) Savings Plan end-of-year assets rose from $189M in the plan year 2022 filing to $200M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 833374195 · Transform Midco LLC PY 2023 · 401(k)
Transform 401(k) Savings Plan · $200M · 6,155 · 95th
- SCH $200M
- EBSA 6,155
- PART 95th
- TYPE 401(k)
- NET near Rosebud Mining Company 401(k) Plan
- BOOK ind #8164
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) | $189M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | $12M |
| 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 Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Scale composition for Transform 401(k) Savings Plan
Transform 401(k) Savings Plan reports $200M in end-of-year assets across 6,155 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $32,552 per participant (24% of the national average assets-per-participant) . Net income for plan year 2023 was $12M.
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 | This page |
| 2024 | 35,732 | $201M | Open filing |
| 2024 | 29,148 | $232M | Open filing |
| 2024 | 11,711 | $242M | Open filing |
| 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 Rosebud Mining Company 401(k) Plan in PA ($200M); by covered participants it is Spring Education Group 401(k) Retirement Plan in PA (6,155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($200M here).
Similar participant headcount
Nearest other-state filings by covered participants (6,155 participants); asset peers above are excluded.
- Spring Education Group 401(k) Retirement Plan (PA) 6,155 · 0 off
- Rha Health Services, LLC 401(k) Retirement Plan (GA) 6,160 · 5 off
- Kerry Inc. Savings Plan (WI) 6,150 · 5 off
- At Home 401(k) Savings Plan (TX) 6,148 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.