401(k) · DOL Form 5500 · 2023

Choco, Inc. 401(k) Plan

Data updated 2026-08-25

$85K
Total assets Small plan by assets
8
Participants Small participant base
6th
Percentile by assets National rank
$10,605
Avg per participant Low balance/head
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Official DOL plan name: Choco, Inc. 401(k) Plan · Sponsored by Choco, Inc. · Wisconsin · Healthcare & Social Assistance

$85K in assets, 8 participants

Choco, Inc.'s Choco, Inc. 401(k) Plan reported $85K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #685 in Healthcare & Social Assistance (17,684 peers)

Choco, Inc. multi-year trail

Choco, Inc.'s plans moved +1713.7% in assets from 2022 to 2023; this filing shows Choco, Inc. 401(k) Plan at $85K / 8 participants.

#685
in Healthcare & Social Assistance (17,684 peers)
-9.8%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Choco, Inc. 401(k) Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$84,838 6th percentile higher than 6% of 127,068 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 2023

Choco, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Choco, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Choco, Inc. 401(k) Plan reported net income fell from $777 in the plan year 2022 filing to -$9K in the plan year 2023 filing.
  • Choco, Inc. 401(k) Plan end-of-year assets rose from $15K in the plan year 2022 filing to $85K in the plan year 2023 filing.
  • Choco, Inc. 401(k) Plan reported participants rose from 2 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463350494 · Choco, Inc. PY 2023 · 401(k)

Choco, Inc. 401(k) Plan · $85K · 8 · 6th

  • TYPE $85K
  • NET 8
  • BOOK 6th
  • VS-ST 401(k)
  • BOY near Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan
  • SCH ind #685

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

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

Choco, Inc. 401(k) Plan$85KHsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing PlanHsiao Wen Sun, Dds, Ms, Inc.…$85KAbcm Group Inc. Retirement PlanAbcm Group Inc. Retirement P…$85KGonzo Flooring Enterprises, Inc. 401(k) Profit Sharing PlanGonzo Flooring Enterprises, …$85KLevrone Enterprises, Inc. 401(k) Profit Sharing PlanLevrone Enterprises, Inc. 40…$85K
End-of-year total assets ($M) among Choco, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Choco, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Choco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$268K 1713.7318693235734% vs 2022
2023 filing year
$0M$0.1M$0.2M$0.3M 20222023 $0.01M $0.27M ▲ +2600.0%
Year Plans Participants Total Assets
2022 1 2 $15K
2023 6 33 $268K

Choco, Inc. filing trail (2023)

Total Assets (Beginning of Year)$94K
Net Assets (End of Year)$85K
Net Income-$9K
Employer EIN463350494
Plan Effective Date2013-08-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Choco, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Choco, Inc. 401(k) Plan, Total assets ($B): 0.000084838 · Participants: 8Choco, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Choco, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Choco, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan in CA ($85K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Choco, Inc. 401(k) Plan assets move in 2023? ▼
Choco, Inc. 401(k) Plan pulled back noticeably - down 9.8% during 2023, from $94K to $85K. Reported net income was -$9K.
How have Choco, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Choco, Inc.'s sponsor-wide assets grew 1713.7%, from $15K to $268K.
Where does Choco, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Choco, Inc. 401(k) Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Choco, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hsiao Wen Sun, Dds, Ms, Inc. 401(k) Safe Harbor Profit Sharing Plan in CA ($85K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Choco, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463350494.

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.