401(k) · DOL Form 5500 · 2024
Administrative Group, LLC Dba Transamerica Fiduciary Services 401(k) Plan
Data updated 2026-08-11
- $53M
- Total assets
- 2,296
- Participants
- 85th
- Percentile by assets
- $23,115
- Avg per participant
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.
- 85th percentile by assets (of 123,622 plans)
- #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.
- $53M
- total plan assets (2024 EOY)
- 2,296
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $23,115
- avg assets per participant
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Choice Pooled Employer Plan III reports 2,296 participants - 3.8x that state average ($53M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $2M |
| Employer EIN | 421484983 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Administrative Group, LLC Dba Transamerica Fiduciary Services)
| 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
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Choice Pooled Employer Plan III by total assets, not by location.
- 401(k) Plan for the Non-Bargaining Employees of Twin Rivers Paper Company LLC (ME) $53M · 121
- Ferguson Electric Company Inc. Prevailing Wage/401(k) Plan (CT) $53M · 249
- Mithun, Inc. Profit Sharing 401(k) Plan & Trust (WA) $53M · 184
- Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust (VA) $53M · 384
Frequently Asked Questions
How did Choice Pooled Employer Plan III assets move in 2024? ▼
How have Administrative Group, LLC Dba Transamerica Fiduciary Services plan assets changed over time? ▼
Where does Choice Pooled Employer Plan III rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Choice Pooled Employer Plan III? ▼
Next read for Choice Pooled Employer Plan III
Filing takeaways
Ways to act on Choice Pooled Employer Plan III's numbers.
- By total assets, Choice Pooled Employer Plan III ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Administrative Group, LLC Dba Transamerica Fiduciary Services's sponsor-wide assets have grown 16.8% since 2022 across 3 plan years on file. More Finance & Insurance plans