401(k) · DOL Form 5500 · 2024

Transform Inc 401(k) Plan

Data updated 2026-08-25

$27K
Total assets Small plan by assets
1
Participants Small participant base
2nd
Percentile by assets National rank
$26,824
Avg per participant Low balance/head
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Official DOL plan name: Transform Inc 401(k) Profit Sharing Plan · Sponsored by Transform Inc · Minnesota · Professional & Technical Services

$27K in assets, 1 participants

Transform Inc's Transform Inc 401(k) Profit Sharing Plan reported $27K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

  • #449 in Professional & Technical Services (20,173 peers)

Transform Inc multi-year trail

Transform Inc's plans moved +89.3% in assets from 2022 to 2024; this filing shows Transform Inc 401(k) Profit Sharing Plan at $27K / 1 participant.

#449
in Professional & Technical Services (20,173 peers)
+13.6%
assets growth YoY

Transform Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Transform Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$26,824 2nd percentile higher than 2% 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

Transform Inc 401(k) Profit Sharing 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. Transform Inc 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Transform Inc 401(k) Profit Sharing Plan reported net income fell from $9K in the plan year 2023 filing to $3K in the plan year 2024 filing.
  • Transform Inc 401(k) Profit Sharing Plan end-of-year assets rose from $24K in the plan year 2023 filing to $27K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 871155896 · Transform Inc PY 2024 · 401(k)

Transform Inc 401(k) Profit Sharing Plan · $27K · 1 · 2nd

  • IND $27K
  • EOY 1
  • 5500 2nd
  • ASSETS 401(k)
  • PCT near Okos Prime Investment Corp. Retirement Plan
  • EIN ind #449

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Transform Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Transform Inc 401(k) Profit Sharing PlanTransform Inc 401(k) Profit …$27KOkos Prime Investment Corp. Retirement PlanOkos Prime Investment Corp. …$27KNeway Capital Solutions, Inc. 401(k) Profit Sharing PlanNeway Capital Solutions, Inc…$27KAging with Comfort 401(k) Profit Sharing Plan & TrustAging with Comfort 401(k) Pr…$27KOtw 401(k)$27K
End-of-year total assets ($M) among Transform Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Transform Inc multi-year asset trail

Sponsor-wide plan assets over time

All Transform Inc plans reported in each filing year

Latest sponsor-wide plan assets
$27K 89.34142726053504% vs 2022
2024 filing year
$0M$0.01M$0.02M$0.03M$0.04M 202220232024 $0.01M $0.03M ▲ +200.0%
Year Plans Participants Total Assets
2022 1 1 $14K
2023 1 1 $24K
2024 1 1 $27K

Transform Inc filing trail (2024)

Total Assets (Beginning of Year)$24K
Net Assets (End of Year)$27K
Net Income$3K
Employer EIN871155896
Plan Effective Date2021-06-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Transform Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Transform Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.000026824 · Participants: 1Transform Inc 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Transform Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Transform Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Transform Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Okos Prime Investment Corp. Retirement Plan in OH ($27K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Transform Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
Transform Inc 401(k) Profit Sharing Plan grew at a solid clip - up 13.6% during 2024, from $24K to $27K. Reported net income was $3K.
How have Transform Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transform Inc's sponsor-wide assets grew 89.3%, from $14K to $27K.
Where does Transform Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Transform Inc 401(k) Profit Sharing Plan ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Transform Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Okos Prime Investment Corp. Retirement Plan in OH ($27K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Transform Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 871155896.

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.