401(k) · DOL Form 5500 · 2024
Center for Transforming Lives 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $21,267
- Avg per participant Low balance/head
Official DOL plan name: Center for Transforming Lives 401(k) Plan · Sponsored by Center for Transforming Lives · Texas · Other Services
$3M in assets, 143 participants
Center for Transforming Lives's Center for Transforming Lives 401(k) Plan reported $3M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #4,484 in Other Services (7,719 peers)
Coverage in Texas
Center for Transforming Lives 401(k) Plan covers 143 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $3M.
- #4,484
- in Other Services (7,719 peers)
- +16.8%
- assets growth YoY
Center for Transforming Lives 401(k) Plan's mid-pack asset rank among Other Services and all filers
Center for Transforming Lives 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,041,168 34th percentile higher than 34% 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
Center for Transforming Lives 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Center for Transforming Lives 401(k) Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Center for Transforming Lives 401(k) Plan reported net income fell from $694K in the plan year 2023 filing to $437K in the plan year 2024 filing.
- Center for Transforming Lives 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Center for Transforming Lives 401(k) Plan reported participants rose from 135 in the plan year 2023 filing to 143 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 750829389 · Center for Transforming Lives PY 2024 · 401(k)
Center for Transforming Lives 401(k) Plan · $3M · 143 · 34th
- BOOK $3M
- VS-ST 143
- BOY 34th
- SCH 401(k)
- EBSA near Maarten Broess Dds Dmsc Dmd PC 401(k) Profit Sharing Plan & Trust
- PART ind #4484
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 Other Services retirement plans → · Plans in Texas →
Center for Transforming Lives 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $437K |
| Employer EIN | 750829389 |
| Plan Effective Date | 2015-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Center for Transforming Lives)
Sponsor-wide plan assets over time
All Center for Transforming Lives plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 59.19286712971905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $2M |
| 2023 | 1 | 135 | $3M |
| 2024 | 1 | 143 | $3M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Center for Transforming Lives 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Maarten Broess Dds Dmsc Dmd PC 401(k) Profit Sharing Plan & Trust in RI ($3M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Blairex Laboratories, Inc. 401(k) (IN) 143 · 0 off
- Flywheel Digital LLC 401(k) Plan () 143 · 0 off
- Clock Spring Company, Inc. 401(k) Plan (CT) 143 · 0 off
- Spectra Company Inc 401(k) Profit Sharing Plan & Trust (CA) 143 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.