Transamerica 401(k) and pension plans

Transamerica Corporation, Cedar Rapids, IA. EIN 42-1484983. Annual reports 2009–2024. Also filed as Aegon USA, LLC; Aegon USA LLC; Small Business Resource Center; Administrative Group, LLC (Transamerica Fiduciary Services).

Transamerica Corporation has 5 active retirement plans on file. The largest is the Transamerica Pension Plan, with 29,045 participants and $2.2 billion in assets in 2024.

Active plans: 5
Participants: 55,125
Plan assets: $5.1 billion
401(k) recordkeeper: Transamerica
Plans on file: 6
Industry: Finance and insurance

All 6 plans

Active plans first

Transamerica Pension Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 42-1484983
Participants (2024): 29,045
Net assets (2024): $2.2 billion
Last listed administrator: Transamerica2009–2019
Plan administrator: Transamerica Corporation
Employee Services, 6400 C ST CW
Cedar Rapids, IA 52499
(319) 355-8737As filed for 2024
In effect since: January 1, 1977

Plans merged into this one: Accord Health Service, Inc. 401(k) Plan (2024).

Earlier sponsor: Aegon USA, LLC (2009–2015).

Earlier plan names: Aegon USA, LLC Pension Plan; Aegon Companies Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	29,045	$2.2 billion	not listed
2023	29,411	$2.3 billion	not listed
2022	29,524	$2.2 billion	not listed
2021	31,117	$3.2 billion	not listed
2020	34,698	$3.5 billion	not listed
2019	35,317	$3.1 billion	Transamerica
2018	36,275	$2.8 billion	Transamerica
2017	36,669	$2.9 billion	Transamerica
2016	37,836	$2.5 billion	Transamerica
2015	39,914	$2.6 billion	Transamerica
2014	39,853	$2.5 billion	Transamerica
2013	40,441	$2.5 billion	Transamerica
2012	40,748	$2.3 billion	Transamerica
2011	41,235	$2.2 billion	Transamerica
2010	40,961	$2.3 billion	Transamerica
2009	41,135	$2.1 billion	Transamerica

Transamerica 401(k) Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 42-1484983
Participants (2024): 14,137
Net assets (2024): $2.7 billion
Last listed recordkeeper: Transamerica2009–2012
Plan administrator: Transamerica Corporation
Employee Services, 6400 C ST SW
Cedar Rapids, IA 52499
(319) 355-8737As filed for 2024
In effect since: January 19, 1981

Earlier sponsor: Aegon USA LLC (2009–2015).

Earlier plan names: Aegon USA LLC Profit Sharing Plan; Aegon Companies Profit Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	14,137	$2.7 billion	not listed
2023	14,454	$2.4 billion	not listed
2022	14,466	$2.1 billion	not listed
2021	14,494	$2.6 billion	not listed
2020	15,257	$2.3 billion	not listed
2019	15,830	$2.0 billion	not listed
2018	16,967	$1.7 billion	not listed
2017	17,889	$1.9 billion	not listed
2016	18,820	$1.7 billion	not listed
2015	18,576	$1.6 billion	not listed
2014	17,865	$1.6 billion	not listed
2013	16,715	$1.6 billion	not listed
2012	17,007	$1.3 billion	Transamerica
2011	17,436	$1.2 billion	Transamerica
2010	18,185	$1.2 billion	Transamerica
2009	18,778	$1.1 billion	Transamerica

Choice Pooled Employer Plan I

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 008Employer EIN 42-1484983
Participants (2024): 5,853
Net assets (2024): $47.0 million
Recordkeeper: Transamerica2023–2024
Plan administrator: Administrative Group, LLC (Tag Resources)
6501 Deane Hill Drive
Knoxville, TN 37919
(865) 670-1844As filed for 2024
In effect since: January 1, 2023

Plans merged into this one: Acorn Health 401(k) Plan (2023).

Earlier sponsor: Smart Retirement Solutions, Inc. (2023).

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,853	$47.0 million	Transamerica
2023	8,007	$88.8 million	Transamerica

Choice Pooled Employer Plan III

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 010Employer EIN 42-1484983
Participants (2024): 3,224
Net assets (2024): $53.0 million
Recordkeeper: Transamerica2022–2024
Plan administrator: Administrative Group, LLC (Tag Resources)
6501 Deane Hill Drive
Knoxville, TN 37919
(865) 670-1844As filed for 2024
In effect since: January 1, 2022

Plans merged into this one: Choice Pooled Employer Plan II (2024).

Earlier sponsor: Small Business Resource Center (2022–2023).

Earlier plan names: Sbam Retirement Savings 401(k) Pooled Employer Plan.

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,224	$53.0 million	Transamerica
2023	424	$10.8 million	Transamerica
2022	307	$8.3 million	Transamerica

Excelwise Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 42-1484983
Participants (2024): 2,866
Net assets (2024): $55.9 million
Recordkeeper: Transamerica2024
Plan administrator: Administrative Group, LLC (Transamerica Fiduciary Services)
6400 C Street SW
Cedar Rapids, IA 52499
(866) 315-1463As filed for 2024
In effect since: December 1, 2024

Plans merged into this one: Heartland Family Service Retirement Plan (2025); Heritage HR LLC 401(k) Profit Sharing Plan (2024).

Choice Pooled Employer Plan II

401(k)Merged

Merged. In 2024 its assets moved to the Choice Pep III, sponsored by Transamerica Corporation (EIN 42-1484983, plan 010). Accounts moved with them, so that plan is the one to contact.

Plan number: 009Employer EIN 42-1484983
Recordkeeper: Transamerica2024
Plan administrator: Administrative Group, LLC (Tag Resources)
6501 Deane Hill Drive
Knoxville, TN 37919
(865) 670-1844As filed for 2024
In effect since: January 1, 2023

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	Transamerica
2023	0	$0	not listed

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Choice Pooled Employer Plan I. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((319) 355-8737). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 6 plans

Transamerica Pension Plan

Transamerica 401(k) Retirement Savings Plan

Choice Pooled Employer Plan I

Choice Pooled Employer Plan III

Excelwise Pooled Employer Plan

Choice Pooled Employer Plan II

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in IA