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TRANSAMERICA RETIREMENT SOLUTIONS

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Transamerica Retirement Solutions at a glance

Transamerica Retirement Solutions appears on 2,430 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $200.7B in assets for 3,536,217 participants. The median client plan holds $17.2M. Most client plans are sponsored in CA, NY and TX. The largest clients by plan assets are Northwell Health, Inc., The Mount Sinai Medical Center and The New York-Presbyterian Hospital. Plans reported $204M in direct and indirect compensation paid to Transamerica Retirement Solutions, a median of $39K per plan.

Participants
3,536,217
Median plan assets
$17.2M
Median plan participants
418
Median fees per plan
$39K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Northwell Health, Inc.NY$10.9B65,962
The Mount Sinai Medical CenterNY$9.5B75,936
The New York-Presbyterian HospitalNY$4.8B72,256
Wake Forest University Baptist Medical CenterNC$3.6B35,237
Wellstar Health System, Inc.GA$2.8B48,753
Savannah River Nuclear Solutions, LLCSC$2.8B12,923
Baptist Health South Florida, Inc.FL$2.7B35,472
The Medical College of Wisconsin, Inc.WI$2.6B9,960
The Campbell's CompanyNJ$2.4B19,836
Eaton CorporationOH$2.4B44,528
Northwell Health, Inc.NY$1.9B43,550
Prime Healthcare Services, Inc.CA$1.8B46,208
Johns Hopkins Health System CorporationMD$1.7B35,764
The Moses H. Cone Memorial Hospital Operating CorporationNC$1.6B19,470
Brown UniversityRI$1.5B3,967
Volvo Group North America, LLCNC$1.5B7,644
WakemedNC$1.4B15,820
The Nemours FoundationFL$1.3B16,384
Lee Health System, Inc.FL$1.3B19,783
First Horizon CorporationTN$1.3B9,529
Loyola University of Chicago Attn Benefits DepartmentIL$1.2B8,672
St. Luke's Health Network, Inc.PA$1.2B25,841
Southern Methodist UniversityTX$1.1B4,931
Southcoast Hospitals Group, Inc.MA$1.1B10,174
Deutsche Bank Americas Holding CorporationNY$1.1B11,640

Top client states

  1. CA296 plans
  2. NY201 plans
  3. TX119 plans
  4. GA118 plans
  5. OH118 plans

Frequently asked questions

Who uses Transamerica Retirement Solutions?
2,430 retirement plans list Transamerica Retirement Solutions as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Northwell Health, Inc., The Mount Sinai Medical Center, The New York-Presbyterian Hospital, Wake Forest University Baptist Medical Center and Wellstar Health System, Inc.. Most client plans are sponsored in CA, NY and TX.
How many plans does Transamerica Retirement Solutions serve?
Transamerica Retirement Solutions serves 2,430 retirement plans with $200.7B in plan assets and 3,536,217 participants, based on the latest Form 5500 filings through 2024.
What does Transamerica Retirement Solutions charge?
Plans reported $204M in total Schedule C compensation paid to Transamerica Retirement Solutions. The median plan paid $39K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served2,430-139 YoYRank #10 of mapped providers
Assets under administration$200.7B0.2%Market share · rank #72
Fees received$204MMedian $39,341/planSum across Schedule C direct + indirect
Net wins YoY-118243 won · 361 lostPlan-level switch detection

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