401(k) · DOL Form 5500 · 2024

Transwestern Commercial Services LLC 401(k) Plan

Data updated 2026-08-25

$256M
Total assets Near avg plan size
1,759
Participants Near avg headcount
95th
Percentile by assets National rank
$145,742
Avg per participant Above avg balance/head
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Official DOL plan name: Transwestern 401(k) Plan · Sponsored by Transwestern Commercial Services LLC · Illinois · Real Estate

$256M in assets, 1,759 participants

Transwestern Commercial Services LLC's Transwestern 401(k) Plan reported $256M in total assets and 1,759 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #4,551 in Real Estate (4,605 peers)

Coverage in Illinois

Transwestern 401(k) Plan covers 1,759 participants in Illinois, 2.3x the typical Illinois plan (state average ~779 per filing). Assets: $256M.

#4,551
in Real Estate (4,605 peers)
+12.4%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Transwestern 401(k) Plan's outsized position by total assets

Transwestern 401(k) Plan vs every filed plan by assets

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

$256,360,968 Top 5% higher than 95% 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

Transwestern 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. Transwestern 401(k) Plan lands in the large band (1,759 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Transwestern 401(k) Plan reported net income fell from $42M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Transwestern 401(k) Plan end-of-year assets rose from $228M in the plan year 2023 filing to $256M in the plan year 2024 filing.
  • Transwestern 401(k) Plan reported participants rose from 1,665 in the plan year 2023 filing to 1,759 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 364232023 · Transwestern Commercial Services LLC PY 2024 · 401(k)

Transwestern 401(k) Plan · $256M · 1,759 · 95th

  • EBSA $256M
  • PART 1,759
  • TYPE 95th
  • NET 401(k)
  • BOOK near Calix, Inc. 401(k) Retirement Savings Plan.
  • VS-ST ind #4551

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 Real Estate retirement plans → · Plans in Illinois →

Transwestern 401(k) Plan in the asset neighbourhood

Calix, Inc. 401(k) Retirement Savings Plan.Calix, Inc. 401(k) Retiremen…$257MTranswestern 401(k) Plan$256MDak Americas LLC Savings and Investment PlanDak Americas LLC Savings and…$256MMayo Clinic Health System 401(a) PlanMayo Clinic Health System 40…$256MChugach 401(k) Plan$256M
End-of-year total assets ($M) among Transwestern 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$228M
Net Assets (End of Year)$256M
Net Income$28M
Employer EIN364232023
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Transwestern Commercial Services LLC)

Sponsor-wide plan assets over time

All Transwestern Commercial Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$256M 38.1013739014697% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $186M $256M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 1,681 $186M
2023 1 1,665 $228M
2024 1 1,759 $256M

Nearby 401(k) Plans in Illinois

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

Transwestern 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Transwestern 401(k) Plan, Total assets ($B): 0.256360968 · Participants: 1759Transwestern 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Transwestern 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Transwestern 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Calix, Inc. 401(k) Retirement Savings Plan. in CA ($257M); by covered participants it is Clarks Americas, Inc. Savings Plan in MA (1,759 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($256M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,759 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 Transwestern 401(k) Plan assets move in 2024? ▼
Transwestern 401(k) Plan grew at a solid clip - up 12.4% during 2024, from $228M to $256M. Reported net income was $28M.
How have Transwestern Commercial Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transwestern Commercial Services LLC's sponsor-wide assets grew 38.1%, from $186M to $256M.
Where does Transwestern 401(k) Plan rank by assets among Form 5500 filers? ▼
Transwestern 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Transwestern 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calix, Inc. 401(k) Retirement Savings Plan. in CA ($257M, 1,054 participants).
Which 401(k) plans cover a similar participant headcount to Transwestern 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clarks Americas, Inc. Savings Plan in MA (1,759 participants, $70M 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 364232023.

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.