401(k) · DOL Form 5500 · 2024

Transforming Age Associates, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
1,129
Participants Near avg headcount
64th
Percentile by assets National rank
$13,277
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Transforming Age 401(k) Plan · Sponsored by Transforming Age Associates, LLC · Washington · Healthcare & Social Assistance

$15M in assets, 1,129 participants

Transforming Age Associates, LLC's Transforming Age 401(k) Plan reported $15M in total assets and 1,129 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #11,738 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Transforming Age 401(k) Plan surged 311.1% in 2024 ($4M → $15M) for 1,129 participants.

#11,738
in Healthcare & Social Assistance (16,916 peers)
+311.1%
assets growth YoY

Transforming Age 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Transforming Age 401(k) Plan vs every filed plan by assets

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

$14,989,635 Top 36% higher than 64% 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

Transforming Age 401(k) 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. Transforming Age 401(k) Plan lands in the large band (1,129 participants).

Published 5500 schedule card

Filing strip 920770430 · Transforming Age Associates, LLC PY 2024 · 401(k)

Transforming Age 401(k) Plan · $15M · 1,129 · 64th

  • NET $15M
  • BOOK 1,129
  • VS-ST 64th
  • BOY 401(k)
  • SCH near Ufcw Local 770 Savings and Retirement Plan
  • EBSA ind #11738

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

Transforming Age 401(k) Plan in the asset neighbourhood

Transforming Age 401(k) Plan$15MUfcw Local 770 Savings and Retirement PlanUfcw Local 770 Savings and R…$15MTriangle Associates Profit Sharing & Retirement Savings PlanTriangle Associates Profit S…$15MAml Riverside, LLC 401(k) PlanAml Riverside, LLC 401(k) Pl…$15MMainthia Technologies, Inc. 401(k) PlanMainthia Technologies, Inc. …$15M
End-of-year total assets ($M) among Transforming Age 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$15M
Net Income$11M
Employer EIN920770430
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Transforming Age 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Transforming Age 401(k) Plan, Total assets ($B): 0.014989635 · Participants: 1129Transforming Age 401(k) 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
Transforming Age 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Transforming Age 401(k) Plan side-by-side with 3 peers →

Transforming Age 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Ufcw Local 770 Savings and Retirement Plan in CA ($15M); by covered participants it is Marvin Engineering Co., Inc. 401(k) Plan in CA (1,129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,129 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 Transforming Age 401(k) Plan assets move in 2024? ▼
Transforming Age 401(k) Plan surged - up 311.1% during 2024, from $4M to $15M. Reported net income was $11M.
Which 401(k) plans are similar in size to Transforming Age 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ufcw Local 770 Savings and Retirement Plan in CA ($15M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Transforming Age 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marvin Engineering Co., Inc. 401(k) Plan in CA (1,129 participants, $55M 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 920770430.

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.