401(k) · DOL Form 5500 · 2023
World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 705
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $9,268
- Avg per participant Low balance/head
Official DOL plan name: World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan · Sponsored by World Choice Investments, LLC & Great Choice Investments, LLC · Tennessee · Arts, Entertainment & Recreation
$7M in assets, 705 participants
World Choice Investments, LLC & Great Choice Investments, LLC's World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan reported $7M in total assets and 705 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #2,010 in Arts, Entertainment & Recreation (2,945 peers)
World Choice Investments, LLC & Great Choice Investments, LLC multi-year trail
World Choice Investments, LLC & Great Choice Investments, LLC's plans moved +29.2% in assets from 2022 to 2024; this filing shows World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan at $7M / 705 participants.
- #2,010
- in Arts, Entertainment & Recreation (2,945 peers)
- +16.9%
- assets growth YoY
World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,533,975 Top 50% higher than 50% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan sits mid-pack in the medium band (705 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan reported net income rose from -$776K in the plan year 2022 filing to $942K in the plan year 2023 filing.
- World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan reported participants rose from 475 in the plan year 2022 filing to 705 in the plan year 2023 filing.
- World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 621482653 · World Choice Investments, LLC & Great Choice Investments, LLC PY 2023 · 401(k)
World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan · $7M · 705 · 50th
- BOY $7M
- BOY 705
- BOY 50th
- BOY 401(k)
- BOY near Cosmed USA, Inc. 401(k) Plan
- BOY ind #2010
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 Arts, Entertainment & Recreation retirement plans → · Plans in Tennessee →
World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan in the asset neighbourhood
World Choice Investments, LLC & Great Choice Investments, LLC multi-year asset trail
Sponsor-wide plan assets over time
All World Choice Investments, LLC & Great Choice Investments, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 29.164682294488042% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 475 | $6M |
| 2023 | 1 | 705 | $7M |
| 2024 | 1 | 724 | $7M |
World Choice Investments, LLC & Great Choice Investments, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $942K |
| Employer EIN | 621482653 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
World Choice Investments, LLC & Great Choice Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Cosmed USA, Inc. 401(k) Plan in CA ($7M); by covered participants it is Wilson Electric 401(k) Plan in AZ (705 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (705 participants); asset peers above are excluded.
- Wilson Electric 401(k) Plan (AZ) 705 · 0 off
- Suncoke 401(k) Plan (IL) 705 · 0 off
- Concentric, LLC 401(k) Plan (TX) 705 · 0 off
- Turning Point Community Programs 401(k) Retirement Plan (CA) 705 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.