401(k) · DOL Form 5500 · 2023

Choice Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
86
Participants Small participant base
43rd
Percentile by assets National rank
$55,288
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Choice Financial, Inc. 401(k) Plan · Sponsored by Choice Financial, Inc. · Delaware · Manufacturing

$5M in assets, 86 participants

Choice Financial, Inc.'s Choice Financial, Inc. 401(k) Plan reported $5M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,984 in Manufacturing (18,722 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 / 86 participants.

#4,984
in Manufacturing (18,722 peers)
+3.4%
assets growth YoY

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 2023 · DOL Form 5500

$4,754,806 43rd percentile higher than 43% 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

Choice Financial, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 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 (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Choice Financial, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $155K in the plan year 2023 filing.
  • Choice Financial, Inc. 401(k) Plan reported participants fell from 91 in the plan year 2022 filing to 86 in the plan year 2023 filing.
  • Choice Financial, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 461351150 · Choice Financial, Inc. PY 2023 · 401(k)

Choice Financial, Inc. 401(k) Plan · $5M · 86 · 43rd

  • 5500 $5M
  • 5500 86
  • 5500 43rd
  • 5500 401(k)
  • 5500 near Rocky Mountain College, LLC 401(k) Plan
  • 5500 ind #4984

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

The Paper Tigers, Inc. Profit Sharing PlanThe Paper Tigers, Inc. Profi…$5MEsb Financial 401(k) Plan$5MClairon Metals Corporation 401(k) Salary Reduction Plan and TrustClairon Metals Corporation 4…$5MChoice Financial, Inc. 401(k) PlanChoice Financial, Inc. 401(k…$5MRocky Mountain College, LLC 401(k) PlanRocky Mountain College, LLC …$5M
End-of-year total assets ($M) among Choice Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$155K
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): 0.004754806 · Participants: 86Choice Financial, Inc. 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland 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 Rocky Mountain College, LLC 401(k) Plan in CO ($5M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Choice Financial, Inc. 401(k) Plan assets move in 2023? ▼
Choice Financial, Inc. 401(k) Plan edged up modestly - up 3.4% during 2023, from $5M to $5M. Reported net income was $155K.
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 Rocky Mountain College, LLC 401(k) Plan in CO ($5M, 264 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 Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 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.