401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$47M
Total assets Below avg plan size
6,924
Participants Above avg headcount
83rd
Percentile by assets National rank
$6,813
Avg per participant Low balance/head
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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.

  • #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.

#6,358
in Finance & Insurance (8,549 peers)
-48.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

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

Choice Pooled Employer Plan I vs every filed plan by assets

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

$47,173,881 Top 17% higher than 83% 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 I'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 I lands in the large band (6,924 participants).

Published 5500 schedule card

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

Choice Pooled Employer Plan I · $47M · 6,924 · 83rd

  • TYPE $47M
  • NET 6,924
  • BOOK 83rd
  • VS-ST 401(k)
  • BOY near Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan
  • SCH ind #6358

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 Tennessee →

Choice Pooled Employer Plan I in the asset neighbourhood

Lavelle Industries, Inc. Profit Sharing and 401(k) Savings PlanLavelle Industries, Inc. Pro…$47MChoice Pooled Employer Plan I$47MGamma Technologies, LLC Retirement PlanGamma Technologies, LLC Reti…$47MGastrointestinal Specialists, Amc 401(k) Profit Sharing PlanGastrointestinal Specialists…$47MMnp Corporation 401(k) Profit Sharing PlanMnp Corporation 401(k) Profi…$47M
End-of-year total assets ($M) among Choice Pooled Employer Plan I and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

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 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 Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Choice Pooled Employer Plan I, Total assets ($B): 0.047173881 · Participants: 6924Choice Pooled Employer Plan IFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Choice Pooled Employer Plan I vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Choice Pooled Employer Plan I side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan in WI ($47M); by covered participants it is Deployed Services, LLC 401(k) Plan in TX (6,922 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,924 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 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).
Which 401(k) plans cover a similar participant headcount to Choice Pooled Employer Plan I? ▼
Among 401(k) plans in other states, the closest by covered participants is Deployed Services, LLC 401(k) Plan in TX (6,922 participants, $10M 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.