401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$47M
Total assets
6,924
Participants
83rd
Percentile by assets
$6,813
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Choice Pooled Employer Plan I · Sponsored by Administrative Group, LLC Dba Transamerica Fiduciary Services · Tennessee · Finance & Insurance

$47M in assets, 6,924 participants

Administrative Group, LLC Dba Transamerica Fiduciary Services's Choice Pooled Employer Plan I reported $47M in total assets and 6,924 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #6,358 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Choice Pooled Employer Plan I covers 6,924 participants in Tennessee, 6.1x the typical Tennessee plan (state average ~1,126 per filing). Assets: $47M.

$47M
total plan assets (2024 EOY)
6,924
covered participants
83rd
percentile by assets (of 123,622 plans)
$6,813
avg assets per participant

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Choice Pooled Employer Plan I reports 6,924 participants - 6.1x that state average ($47M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$47M
Net Income$32M
Employer EIN421484983
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

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

$4B$4.5B$5B$5.5B 202220232024 $4.35B $5.08B ▲ +16.8%
Total plan assets by year, all Administrative Group, LLC Dba Transamerica Fiduciary Services plans on file
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 Tennessee

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

Choice Pooled Employer Plan I vs. nearby 401(k) plans in Tennessee, assets vs. participants

Choice Pooled Employer Plan I vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Choice Pooled Employ…Fedex Corporation Re…Hca 401(k) PlanFederal Express Corp…International Paper …Chs/Community Health…
Choice Pooled Employer Plan I vs. nearby 401(k) plans in Tennessee, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Choice Pooled Employer Plan I by total assets, not by location.

Frequently Asked Questions

How did Choice Pooled Employer Plan I assets move in 2024?
Choice Pooled Employer Plan I contracted severely - down 48.3% during 2024, from $91M to $47M. Reported net income was $32M.
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 I rank by assets among Form 5500 filers?
Choice Pooled Employer Plan I ranks in the 83rd 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 I?
Among 401(k) plans in other states, the closest by assets is Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan in WI ($47M, 377 participants).

Filing takeaways

Ways to act on Choice Pooled Employer Plan I's numbers.

  • By total assets, Choice Pooled Employer Plan I 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 Tennessee. 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