Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Transamerica Retirement Solutions
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Transamerica Retirement Solutions is named as a service provider on the Schedule C of 1,622 retirement plans with 100 or more participants for plan year 2024, covering 2,856,819 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $164M. Per plan, the median was $84.32 per participant, with the middle half of plans between $48.23 and $140. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (175), New York (152) and Georgia (80).
In 2009 it appeared on 869 such filings; in 2024, 1,625 (up 87%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $48.23 | $84.32 | $140 |
| Compensation as a share of plan net assets | 0.09% | 0.18% | 0.32% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| The Mount Sinai Medical Center 403(b) Retirement Plan | The Mount Sinai Medical Center | NY | 75,936 | $9.49B | $8,358 |
| The Retirement Savings Plan | The New York-Presbyterian Hospital | NY | 72,256 | $4.83B | $80 |
| Northwell Health 403(b) Plan | Northwell Health, Inc. | NY | 65,962 | $10.9B | $2.9M |
| Wellstar Health System, Inc. Supplemental Retirement Savings Plan | Wellstar Health System, Inc. | GA | 48,753 | $2.84B | $2.1M |
| Prime Healthcare Services, Inc. 401(k) Plan | Prime Healthcare Services, Inc. | CA | 46,208 | $1.76B | $1.1M |
| Pension Plan for Eaton Corporation Employees | Eaton Corporation | OH | 44,528 | $2.44B | $58K |
| Northwell Health 401(k) Plan | Northwell Health, Inc. | NY | 43,550 | $1.85B | $1.6M |
| Caliber Holdings LLC Retirement Savings Plan | Wand Newco 3, Inc. | TX | 38,090 | $862M | $1.2M |
| Johns Hopkins Health System Corporation 403(b) Plan | Johns Hopkins Health System Corporation | MD | 35,764 | $1.68B | $1.6M |
| Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan | Baptist Health South Florida, Inc. | FL | 35,472 | $2.66B | $2.6M |
| Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan | Wake Forest University Baptist Medical Center | NC | 35,237 | $3.64B | $1.2M |
| Pension Trust Fund for Operating Engineers Annuity Plan | Board of Trustees, Operating Engineers Annuity Plan | CA | 28,943 | $548M | $841K |
| St. Luke's Health Network 403(b) Plan | St. Luke's Health Network, Inc. | PA | 24,937 | $810M | $891K |
| Hibbett, Inc. 401(k) Profit Sharing Plan | Hibbett, Inc. | AL | 24,879 | $59.0M | $148K |
| St. Luke's Health Network Defined Contribution Plan | St. Luke's Health Network, Inc. | PA | 24,019 | $423M | $662K |
| The Campbell's Company 401(k) Retirement Plan | The Campbell's Company | NJ | 19,838 | $2.16B | $800K |
| Lee Health System 403(b) Retirement Plan | Lee Health System, Inc. | FL | 19,783 | $1.28B | $184K |
| The Moses H. Cone Memorial Hospital Voluntary Savings Plan | The Moses H. Cone Memorial Hospital Operating Corporation | NC | 19,470 | $1.62B | $887 |
| Freedomrewards 401(k) Plan | CWGS Group, LLC | IL | 18,855 | $342M | $1.1M |
| US LBM Holdings, LLC 401(k) Plan | US LBM, LLC | GA | 17,809 | $620M | $978K |
| Seminole Indian Casino 401(k) Plan | Seminole Tribe of Florida | FL | 17,330 | $396M | $659K |
| Smart & Final 401(k) Savings Plan | Smart & Final LLC | CA | 16,798 | $387M | $736K |
| Buildwise | Plan Professionals, LLC | NJ | 16,629 | $650M | $1.0M |
| The Nemours Foundation Section 403(b) Plan | The Nemours Foundation | FL | 16,384 | $1.31B | $1.1M |
| Hard Rock Futurecare 401(k) Plan | Seminole Hard Rock Entertainment, Inc. Hard Rock International | FL | 16,256 | $255M | $419K |
| Wakemed Retirement Savings Plan | Wakemed | NC | 15,820 | $1.44B | $0 |
| FJ Management Inc. 401(k) Plan | FJ Management Inc. | UT | 15,777 | $279M | $709K |
| Extensis Group Retirement Savings Plan | Extensis Group, LLC | NJ | 14,468 | $682M | $1.0M |
| Floor and Decor Outlets of America, Inc. 401(k) Retirement Plan | Floor and Decor Outlets of America, Inc. | GA | 12,953 | $157M | $603K |
| Sparrow Health System Associate Retirement Savings Plan | Sparrow Health System | MI | 12,952 | $807M | $911K |
| The Savannah River Nuclear Solutions, LLC Defined Contribution Plan | Savannah River Nuclear Solutions, LLC | SC | 12,923 | $2.83B | $675K |
| Community Hospitals of Central California Tax Sheltered Annuity Plan | Community Hospitals of Central California | CA | 12,380 | $673M | $678K |
| Station Casinos LLC & Affiliates 401(k) Retirement Plan | Station Casinos LLC | NV | 12,164 | $313M | $561K |
| Capstone 401(k) Plan | Capstone Logistics, LLC | GA | 11,992 | $50.3M | $333K |
| Schenker, Inc. 401(k) Savings and Investment Plan | Schenker, Inc. | VA | 11,491 | $465M | $788K |
| American Multi-Cinema, Inc. 401(k) Savings Plan | American Multi-Cinema, Inc. | KS | 11,216 | $260M | $287K |
| Wgu Retirement Savings Plan | Wgu Corporation | UT | 11,166 | $533M | $980K |
| Ace Retail Savings Plan 401(k) | Ace Hardware Corporation | IL | 11,052 | $188M | $618K |
| South Shore Health Retirement Savings Plan | South Shore Hospital, Inc. | MA | 10,875 | $727M | $564K |
| Beacon Retirement Savings 403(b) Plan | Beacon Health System, Inc. | IN | 10,766 | $695M | $854K |
Questions and answers
How many plans does Transamerica Retirement Solutions serve?
1,622 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Transamerica Retirement Solutions?
The median plan reported $84.32 per participant in direct and indirect compensation (1,605 plans reporting an amount), or 0.18% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Recordkeeping and information management (1,603 plans), Participant loan processing (1,528 plans), Claims processing (785 plans) and Investment management (785 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.