401(k) · DOL Form 5500 · 2024
Transform Midco LLC 401(k) Plan
Data updated 2026-08-25
- $212M
- Total assets Near avg plan size
- 5,777
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $36,708
- Avg per participant Low balance/head
Official DOL plan name: Transform 401(k) Savings Plan · Sponsored by Transform Midco LLC · Illinois · Retail Trade
$212M in assets, 5,777 participants
Transform Midco LLC's Transform 401(k) Savings Plan reported $212M in total assets and 5,777 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #7,794 in Retail Trade (8,048 peers)
Coverage in Illinois
Transform 401(k) Savings Plan covers 5,777 participants in Illinois, 7.4x the typical Illinois plan (state average ~779 per filing). Assets: $212M.
- #7,794
- in Retail Trade (8,048 peers)
- +5.8%
- assets growth YoY
- 2.1×
- 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 2024 · DOL Form 5500
$212,064,680 Top 6% higher than 94% 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
Transform 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (5,777 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Transform 401(k) Savings Plan reported participants fell from 6,155 in the plan year 2023 filing to 5,777 in the plan year 2024 filing.
- Transform 401(k) Savings Plan end-of-year assets rose from $200M in the plan year 2023 filing to $212M in the plan year 2024 filing.
- Transform 401(k) Savings Plan reported net income fell from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 833374195 · Transform Midco LLC PY 2024 · 401(k)
Transform 401(k) Savings Plan · $212M · 5,777 · 94th
- PART $212M
- TYPE 5,777
- NET 94th
- BOOK 401(k)
- VS-ST near National Account Service Company 401(k) Savings Plan
- BOY ind #7794
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) | $200M |
|---|---|
| Net Assets (End of Year) | $212M |
| 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 and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Scale composition for Transform 401(k) Savings Plan
Transform 401(k) Savings Plan reports $212M in end-of-year assets across 5,777 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $36,708 per participant (27% of the national average assets-per-participant) . Net income for plan year 2024 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 | Open filing |
| 2024 | 35,732 | $201M | Open filing |
| 2024 | 29,148 | $232M | Open filing |
| 2024 | 11,711 | $242M | Open filing |
| 2024 · index core | 5,777 | $212M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- 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 National Account Service Company 401(k) Savings Plan in GA ($212M); by covered participants it is Ruan Employees' 401(k) Savings Plan in IA (5,776 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($212M here).
- National Account Service Company 401(k) Savings Plan (GA) $212M · 423
- Prime, Inc. Success Sharing Plan (MO) $212M · 3,074
- Firstcash 401(k) Profit Sharing Plan (TX) $212M · 5,827
- The Unison Risk Advisors 401(k) Plan and Trust (OH) $212M · 747
Similar participant headcount
Nearest other-state filings by covered participants (5,777 participants); asset peers above are excluded.
- Ruan Employees' 401(k) Savings Plan (IA) 5,776 · 1 off
- Vsp Retirement Plan (CA) 5,776 · 1 off
- Acts Retirement - Life Communities, Inc. Retirement Savings Plan - 401(k) (PA) 5,772 · 5 off
- The Infirmary 401(k) Plan (AL) 5,771 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.