401(k) · DOL Form 5500 · 2022

Theo Chocolate, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
78
Participants Small participant base
36th
Percentile by assets National rank
$30,579
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Theo Chocolate, Inc. 401(k) P/S Plan · Sponsored by Theo Chocolate, Inc. · Washington · Manufacturing

$2M in assets, 78 participants

Theo Chocolate, Inc.'s Theo Chocolate, Inc. 401(k) P/S Plan reported $2M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,121 in Manufacturing (20,602 peers)

Theo Chocolate, Inc. multi-year trail

Theo Chocolate, Inc.'s plans moved +15.0% in assets from 2022 to 2023; this filing shows Theo Chocolate, Inc. 401(k) P/S Plan at $2M / 78 participants.

#4,121
in Manufacturing (20,602 peers)
-7.4%
assets change YoY

The plan reported a net loss of $191K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Theo Chocolate, Inc. 401(k) P/S Plan's mid-pack asset rank among Manufacturing and all filers

Theo Chocolate, Inc. 401(k) P/S Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,385,156 36th percentile higher than 36% of 139,123 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 2022

Theo Chocolate, Inc. 401(k) P/S Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Theo Chocolate, Inc. 401(k) P/S Plan is a small filing (78 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 204886783 · Theo Chocolate, Inc. PY 2022 · 401(k)

Theo Chocolate, Inc. 401(k) P/S Plan · $2M · 78 · 36th

  • TYPE $2M
  • NET 78
  • BOOK 36th
  • VS-ST 401(k)
  • BOY near Delaware Valley Swim Schools Inc. Retirement Plan
  • SCH ind #4121

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 Manufacturing retirement plans → · Plans in Washington →

Theo Chocolate, Inc. 401(k) P/S Plan in the asset neighbourhood

Theo Chocolate, Inc. 401(k) P/S PlanTheo Chocolate, Inc. 401(k) …$2MDelaware Valley Swim Schools Inc. Retirement PlanDelaware Valley Swim Schools…$2MEmergetech Inc. 401(k) Profit Sharing PlanEmergetech Inc. 401(k) Profi…$2MTully's Good Times Family Inc. 401(k) PlanTully's Good Times Family In…$2MNewagesys, Inc. Savings Plan$2M
End-of-year total assets ($M) among Theo Chocolate, Inc. 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Theo Chocolate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Theo Chocolate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.012141763473752% vs 2022
2023 filing year
$2.2M$2.4M$2.6M$2.8M 20222023 $2.39M $2.74M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 78 $2M
2023 1 75 $3M

Theo Chocolate, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$191K
Employer EIN204886783
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Theo Chocolate, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Theo Chocolate, Inc. 401(k) P/S Plan, Total assets ($B): 0.002385156 · Participants: 78Theo Chocolate, Inc. 401(k) P/S PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Theo Chocolate, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Theo Chocolate, Inc. 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Delaware Valley Swim Schools Inc. Retirement Plan in PA ($2M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Theo Chocolate, Inc. 401(k) P/S Plan assets move in 2022?
Theo Chocolate, Inc. 401(k) P/S Plan pulled back noticeably - down 7.4% during 2022, from $3M to $2M. Reported net income was -$191K.
How have Theo Chocolate, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Theo Chocolate, Inc.'s sponsor-wide assets grew 15.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Theo Chocolate, Inc. 401(k) P/S Plan?
Among 401(k) plans in other states, the closest by assets is Delaware Valley Swim Schools Inc. Retirement Plan in PA ($2M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Theo Chocolate, Inc. 401(k) P/S Plan?
Among 401(k) plans in other states, the closest by covered participants is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants, $2M in assets).