401(k) · DOL Form 5500 · 2024
Transform Midco LLC 401(k) Plan
Data updated 2026-08-11
- $212M
- Total assets
- 5,777
- Participants
- 94th
- Percentile by assets
- $36,708
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $212M
- total plan assets (2024 EOY)
- 5,777
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $36,708
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Transform 401(k) Savings Plan reports 5,777 participants - 7.4x that state average ($212M EOY assets).
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)
| 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.
Transform 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Transform 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Transform 401(k) Savings Plan assets move in 2024? ▼
How have Transform Midco LLC plan assets changed over time? ▼
Where does Transform 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Transform 401(k) Savings Plan? ▼
Next read for Transform 401(k) Savings Plan
Filing takeaways
Ways to act on Transform 401(k) Savings Plan's numbers.
- By total assets, Transform 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Transform Midco LLC's sponsor-wide assets have grown 133.6% since 2022 across 3 plan years on file. More Retail Trade plans