401(k) · DOL Form 5500 · 2023
Nathan Jackson, PLLC Dba Choice 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1,102
- Participants Near avg headcount
- 45th
- Percentile by assets National rank
- $4,720
- Avg per participant Low balance/head
Official DOL plan name: Nathan Jackson Dba Choice Rehab 401(k) P/S Plan · Sponsored by Nathan Jackson, PLLC Dba Choice · Texas · Healthcare & Social Assistance
$5M in assets, 1,102 participants
Nathan Jackson, PLLC Dba Choice's Nathan Jackson Dba Choice Rehab 401(k) P/S Plan reported $5M in total assets and 1,102 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #8,710 in Healthcare & Social Assistance (17,684 peers)
Nathan Jackson, PLLC Dba Choice multi-year trail
Nathan Jackson, PLLC Dba Choice's plans moved +158.0% in assets from 2022 to 2024; this filing shows Nathan Jackson Dba Choice Rehab 401(k) P/S Plan at $5M / 1,102 participants.
- #8,710
- in Healthcare & Social Assistance (17,684 peers)
- +61.8%
- assets growth YoY
Nathan Jackson Dba Choice Rehab 401(k) P/S Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Nathan Jackson Dba Choice Rehab 401(k) P/S Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,201,399 45th percentile higher than 45% 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
Nathan Jackson Dba Choice Rehab 401(k) P/S Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nathan Jackson Dba Choice Rehab 401(k) P/S Plan lands in the large band (1,102 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nathan Jackson Dba Choice Rehab 401(k) P/S Plan reported net income rose from -$469K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Nathan Jackson Dba Choice Rehab 401(k) P/S Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Nathan Jackson Dba Choice Rehab 401(k) P/S Plan reported participants rose from 801 in the plan year 2022 filing to 1,102 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 743248282 · Nathan Jackson, PLLC Dba Choice PY 2023 · 401(k)
Nathan Jackson Dba Choice Rehab 401(k) P/S Plan · $5M · 1,102 · 45th
- EIN $5M
- RANK 1,102
- PHOTO 45th
- IND 401(k)
- EOY near Carter, P.C. 401(k) Plan
- 5500 ind #8710
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 Texas →
Nathan Jackson Dba Choice Rehab 401(k) P/S Plan in the asset neighbourhood
Nathan Jackson, PLLC Dba Choice multi-year asset trail
Sponsor-wide plan assets over time
All Nathan Jackson, PLLC Dba Choice plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 157.98531308680546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 801 | $3M |
| 2023 | 1 | 1,102 | $5M |
| 2024 | 1 | 1,285 | $8M |
Nathan Jackson, PLLC Dba Choice filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 743248282 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Nathan Jackson Dba Choice Rehab 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Carter, P.C. 401(k) Plan in NC ($5M); by covered participants it is Mag Ds Corp. 401(k) Plan in VA (1,102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Carter, P.C. 401(k) Plan (NC) $5M · 23
- Cfs Pep (PA) $5M · 75
- Befesa Zinc Metal LLC Salaried Retirement Savings Plan (PA) $5M · 106
- Befesa Zinc Metal LLC Salaried Retirement Savings Plan (PA) $5M · 106
Similar participant headcount
Nearest other-state filings by covered participants (1,102 participants); asset peers above are excluded.
- Mag Ds Corp. 401(k) Plan (VA) 1,102 · 0 off
- Acclaim Professional Healthcar 401(k) Profit Sharing Plan & Trust (CA) 1,102 · 0 off
- B & G Food Enterprises, Inc. 401(k) Plan (LA) 1,102 · 0 off
- Teamsters Union Local No. 142 Annuity Fund (IN) 1,102 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.