401(k) · DOL Form 5500 · 2024

Transformational Returns, Inc 401(k) Plan

Data updated 2026-08-25

$416K
Total assets Small plan by assets
6
Participants Small participant base
16th
Percentile by assets National rank
$69,336
Avg per participant Below avg balance/head
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Official DOL plan name: Transformational Returns, Inc 401(k) Plan · Sponsored by Transformational Returns, Inc · Colorado · Other Services

$416K in assets, 6 participants

Transformational Returns, Inc's Transformational Returns, Inc 401(k) Plan reported $416K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,681 in Other Services (7,719 peers)

Transformational Returns, Inc multi-year trail

Transformational Returns, Inc's plans moved +1084.4% in assets from 2022 to 2024; this filing shows Transformational Returns, Inc 401(k) Plan at $416K / 6 participants.

#2,681
in Other Services (7,719 peers)
+479.0%
assets growth YoY

Transformational Returns, Inc 401(k) Plan among the smaller filed plans by assets

Transformational Returns, Inc 401(k) Plan vs every filed plan by assets

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

$416,018 16th percentile higher than 16% 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

Transformational Returns, Inc 401(k) 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. Transformational Returns, Inc 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Transformational Returns, Inc 401(k) Plan reported net income rose from $37K in the plan year 2023 filing to $344K in the plan year 2024 filing.
  • Transformational Returns, Inc 401(k) Plan end-of-year assets rose from $72K in the plan year 2023 filing to $416K in the plan year 2024 filing.
  • Transformational Returns, Inc 401(k) Plan reported participants fell from 9 in the plan year 2023 filing to 6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 473782023 · Transformational Returns, Inc PY 2024 · 401(k)

Transformational Returns, Inc 401(k) Plan · $416K · 6 · 16th

  • TYPE $416K
  • TYPE 6
  • TYPE 16th
  • TYPE 401(k)
  • TYPE near Tobin Psi 401(k)
  • TYPE ind #2681

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 Colorado →

Transformational Returns, Inc 401(k) Plan in the asset neighbourhood

Transformational Returns, Inc 401(k) PlanTransformational Returns, In…$416KTobin Psi 401(k)$416KProtection Insurance Retirement PlanProtection Insurance Retirem…$416KLedge Lounger 401(k) Retirement PlanLedge Lounger 401(k) Retirem…$416KParker Services, Inc. 401(k) Profit Sharing Plan and TrustParker Services, Inc. 401(k)…$416K
End-of-year total assets ($M) among Transformational Returns, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Transformational Returns, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Transformational Returns, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$416K 1084.426602892609% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.04M $0.42M ▲ +950.0%
Year Plans Participants Total Assets
2022 1 5 $35K
2023 1 9 $72K
2024 1 6 $416K

Transformational Returns, Inc filing trail (2024)

Total Assets (Beginning of Year)$72K
Net Assets (End of Year)$416K
Net Income$344K
Employer EIN473782023
Plan Effective Date2015-04-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Transformational Returns, Inc 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Transformational Returns, Inc 401(k) Plan, Total assets ($B): 0.000416018 · Participants: 6Transformational Returns, Inc 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Transformational Returns, Inc 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Transformational Returns, Inc 401(k) Plan side-by-side with 3 peers →

Transformational Returns, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Tobin Psi 401(k) in NH ($416K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($416K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Transformational Returns, Inc 401(k) Plan assets move in 2024? ▼
Transformational Returns, Inc 401(k) Plan surged - up 479.0% during 2024, from $72K to $416K. Reported net income was $344K.
How have Transformational Returns, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transformational Returns, Inc's sponsor-wide assets grew 1084.4%, from $35K to $416K.
Where does Transformational Returns, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Transformational Returns, Inc 401(k) Plan ranks in the 16th 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 401(k) plans are similar in size to Transformational Returns, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tobin Psi 401(k) in NH ($416K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Transformational Returns, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 473782023.

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.