Defined Benefit (Pension) · DOL Form 5500 · 2024

Transalta USA, Inc. Pension Plan

Data updated 2026-08-25

$77K
Total assets Small plan by assets
5
Participants Small participant base
5th
Percentile by assets National rank
$15,324
Avg per participant Low balance/head
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Official DOL plan name: Transalta Retirement Pension Plan · Sponsored by Transalta USA, Inc. · Washington · Utilities

$77K in assets, 5 participants

Transalta USA, Inc.'s Transalta Retirement Pension Plan reported $77K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #10 in Utilities (732 peers)

2024 asset change

Transalta Retirement Pension Plan contracted severely 99.6% in 2024 ($18M → $77K) for 5 participants.

#10
in Utilities (732 peers)
-99.6%
assets change YoY

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Transalta Retirement Pension Plan among the smaller filed plans by assets

Transalta Retirement Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$76,621 5th percentile higher than 5% of 123,620 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 2024

Transalta Retirement Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transalta Retirement Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Transalta Retirement Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$18M in the plan year 2024 filing.
  • Transalta Retirement Pension Plan end-of-year assets fell from $18M in the plan year 2023 filing to $77K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 980220829 · Transalta USA, Inc. PY 2024 · Defined Benefit (Pension)

Transalta Retirement Pension Plan · $77K · 5 · 5th

  • IND $77K
  • IND 5
  • IND 5th
  • IND Defined Benefit (Pension)
  • IND near Joint Division 1541 Boulevard Pension Plan
  • IND ind #10

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 Utilities retirement plans → · Plans in Washington →

Transalta Retirement Pension Plan in the asset neighbourhood

Transalta Retirement Pension PlanTransalta Retirement Pension…$77KJoint Division 1541 Boulevard Pension PlanJoint Division 1541 Boulevar…$77KMusco Food Corporation Defined Benefit PlanMusco Food Corporation Defin…$77KThe 2017 Employees' Pension Plan of Battelle Memorial InstituteThe 2017 Employees' Pension …$77KUnited Brewery Workers Local No 87 Pension PlanUnited Brewery Workers Local…$75K
End-of-year total assets ($M) among Transalta Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Transalta USA, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Transalta USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 4.957729629087464% vs 2022
2024 filing year
$80M$85M$90M$95M$100M 202220232024 $82.7M $86.8M ▲ +4.9%
Year Plans Participants Total Assets
2022 2 155 $83M
2023 2 170 $97M
2024 2 186 $87M

2024 asset-move particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$77K
Net Income-$18M
Employer EIN980220829
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Washington

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Transalta Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Transalta Retirement Pension Plan, Total assets ($B): 0.000076621 · Participants: 5Transalta Retirement Pension PlanWestern Conference of Teamsters Pension Plan, Total assets ($B): 56.4105157 · Participants: 231156Western Conference of Teamsters Pension PlanThe Pension Value Plan for Employees of the Boeing Company, Total assets ($B): 23.342502332 · Participants: 29538The Pension Value Plan for Employees of the Boeing CompanyThe Boeing Company Employee Retirement Plan, Total assets ($B): 15.379508818 · Participants: 31398The Boeing Company Employee Retirement PlanLocals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan, Total assets ($B): 3.327244882 · Participants: 8695Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement PlanPaccar Inc Retirement Plan, Total assets ($B): 2.704439451 · Participants: 10345Paccar Inc Retirement Plan
Transalta Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants
Compare Transalta Retirement Pension Plan side-by-side with 3 peers →

Transalta Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Washington, the nearest Defined Benefit (Pension) by assets is Joint Division 1541 Boulevard Pension Plan in NJ ($77K); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Transalta Retirement Pension Plan assets move in 2024? ▼
Transalta Retirement Pension Plan contracted severely - down 99.6% during 2024, from $18M to $77K. Reported net income was -$18M.
How have Transalta USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transalta USA, Inc.'s sponsor-wide assets grew 5.0%, from $83M to $87M.
Where does Transalta Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Transalta Retirement Pension Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Transalta Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Joint Division 1541 Boulevard Pension Plan in NJ ($77K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Transalta Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alan Tajerstein Pension Plan in NY (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 980220829.

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.