401(k) · DOL Form 5500 · 2022

Choice Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
91
Participants Small participant base
49th
Percentile by assets National rank
$50,547
Avg per participant Low balance/head
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Official DOL plan name: Choice Financial, Inc. 401(k) Plan · Sponsored by Choice Financial, Inc. · Delaware · Manufacturing

$5M in assets, 91 participants

Choice Financial, Inc.'s Choice Financial, Inc. 401(k) Plan reported $5M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,678 in Manufacturing (20,602 peers)

Choice Financial, Inc. multi-year trail

Choice Financial, Inc.'s plans moved +18.5% in assets from 2022 to 2024; this filing shows Choice Financial, Inc. 401(k) Plan at $5M / 91 participants.

#6,678
in Manufacturing (20,602 peers)
-25.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Choice Financial, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Choice Financial, Inc. 401(k) Plan vs every filed plan by assets

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

$4,599,772 49th percentile higher than 49% 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

Choice Financial, Inc. 401(k) 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. Choice Financial, Inc. 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 461351150 · Choice Financial, Inc. PY 2022 · 401(k)

Choice Financial, Inc. 401(k) Plan · $5M · 91 · 49th

  • BOY $5M
  • SCH 91
  • EBSA 49th
  • PART 401(k)
  • TYPE near The Orsini Group 401(k)
  • NET ind #6678

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 Delaware →

Choice Financial, Inc. 401(k) Plan in the asset neighbourhood

Choice Financial, Inc. 401(k) PlanChoice Financial, Inc. 401(k…$5MThe Orsini Group 401(k)$5MHumedco Corp. 401(k) Profit Sharing Plan & TrustHumedco Corp. 401(k) Profit …$5MAdam Broderick Salon & Spa 401(k) Savings PlanAdam Broderick Salon & Spa 4…$5MFranciscan Surgery Center, LLC 401(k) PlanFranciscan Surgery Center, L…$5M
End-of-year total assets ($M) among Choice Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Choice Financial, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Choice Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 18.464045609217152% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.6M $5.45M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 91 $5M
2023 1 86 $5M
2024 1 95 $5M

Choice Financial, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN461351150
Plan Effective Date1959-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Delaware

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

Choice Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Choice Financial, Inc. 401(k) Plan, Total assets ($B): 0.004599772 · Participants: 91Choice Financial, Inc. 401(k) PlanRetirement Savings Plan, Total assets ($B): 6.556844337 · Participants: 9866Retirement Savings PlanAstrazeneca Savings and Security Plan, Total assets ($B): 6.080434696 · Participants: 13301Astrazeneca Savings and Security PlanDupont Retirement Savings Plan, Total assets ($B): 2.963536374 · Participants: 11033Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.437172534 · Participants: 7952Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.201689819 · Participants: 1887Ashland Employee Savings Plan
Choice Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Choice Financial, Inc. 401(k) Plan side-by-side with 3 peers →

Choice Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is The Orsini Group 401(k) in IL ($5M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Choice Financial, Inc. 401(k) Plan assets move in 2022? ▼
Choice Financial, Inc. 401(k) Plan declined sharply - down 25.1% during 2022, from $6M to $5M. Reported net income was -$2M.
How have Choice Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Choice Financial, Inc.'s sponsor-wide assets grew 18.5%, from $5M to $5M.
Which 401(k) plans are similar in size to Choice Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Orsini Group 401(k) in IL ($5M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Choice Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcalister Oil 401(k) Plan in KS (91 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461351150.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.