401(k) · DOL Form 5500 · 2024

Administrative Group, LLC Dba Transamerica Fiduciary Services 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
2,296
Participants Above avg headcount
85th
Percentile by assets National rank
$23,115
Avg per participant Low balance/head
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Official DOL plan name: Choice Pooled Employer Plan III · Sponsored by Administrative Group, LLC Dba Transamerica Fiduciary Services · Iowa · Finance & Insurance

$53M in assets, 2,296 participants

Administrative Group, LLC Dba Transamerica Fiduciary Services's Choice Pooled Employer Plan III reported $53M in total assets and 2,296 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,538 in Finance & Insurance (8,549 peers)

Coverage in Iowa

Choice Pooled Employer Plan III covers 2,296 participants in Iowa, 3.8x the typical Iowa plan (state average ~609 per filing). Assets: $53M.

#6,538
in Finance & Insurance (8,549 peers)
+389.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Choice Pooled Employer Plan III's outsized position by total assets

Choice Pooled Employer Plan III vs every filed plan by assets

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

$53,071,689 Top 15% higher than 85% 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

Choice Pooled Employer Plan III'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. Choice Pooled Employer Plan III lands in the large band (2,296 participants).

Plan-year Form 5500 strip

Filing strip 421484983 · Administrative Group, LLC Dba Transamerica Fiduciary Services PY 2024 · 401(k)

Choice Pooled Employer Plan III · $53M · 2,296 · 85th

  • RANK $53M
  • PHOTO 2,296
  • IND 85th
  • EOY 401(k)
  • 5500 near 401(k) Plan for the Non-Bargaining Employees of Twin Rivers Paper Company LLC
  • ASSETS ind #6538

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 →

Choice Pooled Employer Plan III in the asset neighbourhood

Atlantic Diving Supply 401(k) Profit Sharing Plan & TrustAtlantic Diving Supply 401(k…$53MChoice Pooled Employer Plan IIIChoice Pooled Employer Plan …$53M401(k) Plan for the Non-Bargaining Employees of Twin Rivers Paper Company LLC401(k) Plan for the Non-Barg…$53MFerguson Electric Company Inc. Prevailing Wage/401(k) PlanFerguson Electric Company In…$53MMithun, Inc. Profit Sharing 401(k) Plan & TrustMithun, Inc. Profit Sharing …$53M
End-of-year total assets ($M) among Choice Pooled Employer Plan III and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$53M
Net Income$2M
Employer EIN421484983
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Administrative Group, LLC Dba Transamerica Fiduciary Services)

Sponsor-wide plan assets over time

All Administrative Group, LLC Dba Transamerica Fiduciary Services plans reported in each filing year

Latest sponsor-wide plan assets
$5.1B 16.767872517215213% vs 2022
2024 filing year
$4B$4.5B$5B$5.5B 202220232024 $4.35B $5.08B ▲ +16.8%
Year Plans Participants Total Assets
2022 2 14,051 $4.3B
2023 3 13,518 $4.7B
2024 6 27,681 $5.1B

Nearby 401(k) Plans in Iowa

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

Choice Pooled Employer Plan III vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Choice Pooled Employer Plan III, Total assets ($B): 0.053071689 · Participants: 2296Choice Pooled Employer Plan IIIThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Choice Pooled Employer Plan III vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Choice Pooled Employer Plan III side-by-side with 3 peers →

Choice Pooled Employer Plan III's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is 401(k) Plan for the Non-Bargaining Employees of Twin Rivers Paper Company LLC in ME ($53M); by covered participants it is Integra Lifesciences Corporation 401(k) Trust in NJ (2,296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,296 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 Choice Pooled Employer Plan III assets move in 2024? ▼
Choice Pooled Employer Plan III surged - up 389.8% during 2024, from $11M to $53M. Reported net income was $2M.
How have Administrative Group, LLC Dba Transamerica Fiduciary Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Administrative Group, LLC Dba Transamerica Fiduciary Services's sponsor-wide assets grew 16.8%, from $4.3B to $5.1B.
Where does Choice Pooled Employer Plan III rank by assets among Form 5500 filers? ▼
Choice Pooled Employer Plan III ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Choice Pooled Employer Plan III? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for the Non-Bargaining Employees of Twin Rivers Paper Company LLC in ME ($53M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Choice Pooled Employer Plan III? ▼
Among 401(k) plans in other states, the closest by covered participants is Integra Lifesciences Corporation 401(k) Trust in NJ (2,296 participants, $415M 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 421484983.

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.