401(k) · DOL Form 5500 · 2024
Transcend Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $548K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $109,676
- Avg per participant Below avg balance/head
Official DOL plan name: Transcend Group Retirement Plan · Sponsored by Transcend Group, Inc. · Minnesota · Finance & Insurance
$548K in assets, 5 participants
Transcend Group, Inc.'s Transcend Group Retirement Plan reported $548K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #853 in Finance & Insurance (8,549 peers)
Transcend Group, Inc. multi-year trail
Transcend Group, Inc.'s plans moved +179.5% in assets from 2022 to 2024; this filing shows Transcend Group Retirement Plan at $548K / 5 participants.
- #853
- in Finance & Insurance (8,549 peers)
- +59.6%
- assets growth YoY
Transcend Group Retirement Plan among the smaller filed plans by assets
Transcend Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$548,379 18th percentile higher than 18% 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
Transcend Group Retirement 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. Transcend Group Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Transcend Group Retirement Plan end-of-year assets rose from $344K in the plan year 2023 filing to $548K in the plan year 2024 filing.
- Transcend Group Retirement Plan reported net income rose from $147K in the plan year 2023 filing to $205K in the plan year 2024 filing.
- Transcend Group Retirement Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 814841326 · Transcend Group, Inc. PY 2024 · 401(k)
Transcend Group Retirement Plan · $548K · 5 · 18th
- NET $548K
- BOOK 5
- VS-ST 18th
- BOY 401(k)
- SCH near Alicia B Shiflet
- EBSA ind #853
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 Finance & Insurance retirement plans → · Plans in Minnesota →
Transcend Group Retirement Plan in the asset neighbourhood
Transcend Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Transcend Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $548K 179.52421973361606% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $196K |
| 2023 | 1 | 4 | $344K |
| 2024 | 1 | 5 | $548K |
Transcend Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $344K |
|---|---|
| Net Assets (End of Year) | $548K |
| Net Income | $205K |
| Employer EIN | 814841326 |
| Plan Effective Date | 2017-01-04 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Transcend Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Alicia B Shiflet in CA ($548K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($548K here).
- Alicia B Shiflet (CA) $548K · N/A
- Dal Automation Inc 401(k) Plan (IL) $548K · 4
- Tyree Fitness Company 401(k) Plan (FL) $548K · N/A
- Lupero Retirement Plan (PA) $548K · 1
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.