Defined Benefit (Pension) · DOL Form 5500 · 2024
Transamerica Corporation Pension Plan
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 7,170
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $306,690
- Avg per participant High balance/head
Official DOL plan name: Transamerica Pension Plan · Sponsored by Transamerica Corporation · Iowa · Finance & Insurance
$2.2B in assets, 7,170 participants
Transamerica Corporation's Transamerica Pension Plan reported $2.2B in total assets and 7,170 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,423 in Finance & Insurance (8,549 peers)
Coverage in Iowa
Transamerica Pension Plan covers 7,170 participants in Iowa, 12x the typical Iowa plan (state average ~609 per filing). Assets: $2.2B.
- #8,423
- in Finance & Insurance (8,549 peers)
- -5.4%
- assets change YoY
- 22×
- vs typical plan assets (national mean)
The plan reported a net loss of $125M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Transamerica Pension Plan's outsized position by total assets
Transamerica Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,198,965,485 Top 1% higher than 99% 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
Transamerica Pension 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. Transamerica Pension Plan lands in the large band (7,170 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Transamerica Pension Plan reported net income fell from $93M in the plan year 2023 filing to -$125M in the plan year 2024 filing.
- Transamerica Pension Plan reported participants rose from 6,519 in the plan year 2023 filing to 7,170 in the plan year 2024 filing.
- Transamerica Pension Plan end-of-year assets fell from $2.3B in the plan year 2023 filing to $2.2B in the plan year 2024 filing.
DOL schedule card
Filing strip 421484983 · Transamerica Corporation PY 2024 · Defined Benefit (Pension)
Transamerica Pension Plan · $2.2B · 7,170 · 99th
- TYPE $2.2B
- TYPE 7,170
- TYPE 99th
- TYPE Defined Benefit (Pension)
- TYPE near The National Football League Club Employees Pension Plan
- TYPE ind #8423
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 Finance & Insurance retirement plans → · Plans in Iowa →
Transamerica Pension Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | -$125M |
| Employer EIN | 421484983 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Transamerica Corporation)
Sponsor-wide plan assets over time
All Transamerica Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.1B 16.767872517215213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14,051 | $4.3B |
| 2023 | 3 | 13,518 | $4.7B |
| 2024 | 6 | 27,681 | $5.1B |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Principal Cash Balance Plan $1.5B · 11,945
- Midamerican Energy Company Retirement Plan $521M · 2,805
- Employers Mutual Casualty Company Retirement Plan $362M · 1,908
- Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust $331M · 1,233
- Fbl Financial Group Retirement Plan $254M · 533
Scale composition for Transamerica Pension Plan
Transamerica Pension Plan reports $2.2B in end-of-year assets across 7,170 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $306,690 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2024 was -$125M.
This plan identity (EIN 421484983, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $2.2B (-1.4%) while covered participants moved from 6,789 to 7,170 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,789 | $2.2B | Open filing |
| 2023 | 6,519 | $2.3B | Open filing |
| 2024 · index core | 7,170 | $2.2B | This page |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Transamerica 401(k) Retirement Savings Plan (401(k), $2.7B, 8,059 participants)
- Choice Pooled Employer Plan III (401(k), $53M, 2,296 participants)
- Choice Pooled Employer Plan I (401(k), $47M, 6,924 participants)
Transamerica Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is The National Football League Club Employees Pension Plan in MD ($2.2B); by covered participants it is Chs Inc. Pension Plan in MN (7,164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- The National Football League Club Employees Pension Plan (MD) $2.2B · 4,720
- The Keyspan Retirement Plan (NY) $2.2B · 2,580
- Marathon Petroleum Retirement Plan (OH) $2.2B · 17,916
- Phillips 66 Retirement Plan (TX) $2.2B · 11,709
Similar participant headcount
Nearest other-state filings by covered participants (7,170 participants); asset peers above are excluded.
- Chs Inc. Pension Plan (MN) 7,164 · 6 off
- Seafarers Pension Plan (MD) 7,182 · 12 off
- Medtronic Retirement Plan for Certain Participants and Beneficiaries (MN) 7,184 · 14 off
- William Beaumont Hospital Employees' Retirement Plan (MI) 7,153 · 17 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.