401(k) · DOL Form 5500 · 2024

Transalta USA, Inc. 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
181
Participants Below avg headcount
89th
Percentile by assets National rank
$478,937
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Transalta Retirement Savings Plan · Sponsored by Transalta USA, Inc. · Washington · Utilities

$87M in assets, 181 participants

Transalta USA, Inc.'s Transalta Retirement Savings Plan reported $87M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #438 in Utilities (732 peers)

Coverage in Washington

Transalta Retirement Savings Plan covers 181 participants in Washington, about 12% of the average Washington filer (state average ~1,476 per filing). Assets: $87M.

#438
in Utilities (732 peers)
+9.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Transalta Retirement Savings Plan's outsized position by total assets

Transalta Retirement Savings Plan vs every filed plan by assets

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

$86,687,550 Top 11% higher than 89% 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 Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transalta Retirement Savings Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Transalta Retirement Savings Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Transalta Retirement Savings Plan reported participants rose from 165 in the plan year 2023 filing to 181 in the plan year 2024 filing.
  • Transalta Retirement Savings Plan end-of-year assets rose from $79M in the plan year 2023 filing to $87M 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 · 401(k)

Transalta Retirement Savings Plan · $87M · 181 · 89th

  • TYPE $87M
  • NET 181
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Wenger Manufacturing, LLC 401(k) Plan
  • SCH ind #438

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 Savings Plan in the asset neighbourhood

Menlo Medical Clinic 401(k) Profit Sharing PlanMenlo Medical Clinic 401(k) …$87MTransalta Retirement Savings PlanTransalta Retirement Savings…$87MWenger Manufacturing, LLC 401(k) PlanWenger Manufacturing, LLC 40…$87MVisual Comfort & Co. 401(k) PlanVisual Comfort & Co. 401(k) …$87MWayne Automatic Fire Sprinklers, Inc. 401(k) Plan and TrustWayne Automatic Fire Sprinkl…$87M
End-of-year total assets ($M) among Transalta Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$87M
Net Income$7M
Employer EIN980220829
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Transalta USA, Inc.)

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

Nearby 401(k) Plans in Washington

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

Transalta Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Transalta Retirement Savings Plan, Total assets ($B): 0.08668755 · Participants: 181Transalta Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Transalta Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Transalta Retirement Savings Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Wenger Manufacturing, LLC 401(k) Plan in KS ($87M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Savings Plan assets move in 2024? ▼
Transalta Retirement Savings Plan grew at a solid clip - up 9.4% during 2024, from $79M to $87M. Reported net income was $7M.
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 Savings Plan rank by assets among Form 5500 filers? ▼
Transalta Retirement Savings Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Transalta Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wenger Manufacturing, LLC 401(k) Plan in KS ($87M, 391 participants).
Which 401(k) plans cover a similar participant headcount to Transalta Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 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.