401(k) · DOL Form 5500 · 2023
Choreo, LLC 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 143
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $265,098
- Avg per participant High balance/head
Official DOL plan name: Choreo Retirement Plan · Sponsored by Choreo, LLC · Illinois · Finance & Insurance
$38M in assets, 143 participants
Choreo, LLC's Choreo Retirement Plan reported $38M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,469 in Finance & Insurance (8,869 peers)
Coverage in Illinois
Choreo Retirement Plan covers 143 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $38M.
- #6,469
- in Finance & Insurance (8,869 peers)
- +32.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Choreo Retirement Plan's outsized position by total assets
Choreo Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$37,908,953 Top 18% higher than 82% 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
Choreo Retirement 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. Choreo Retirement Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Choreo Retirement Plan reported net income rose from -$855K in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Choreo Retirement Plan reported participants rose from 104 in the plan year 2022 filing to 143 in the plan year 2023 filing.
- Choreo Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $38M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 411944416 · Choreo, LLC PY 2023 · 401(k)
Choreo Retirement Plan · $38M · 143 · 82nd
- NET $38M
- BOOK 143
- VS-ST 82nd
- BOY 401(k)
- SCH near Lynch 401(k) Retirement Plan
- EBSA ind #6469
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 Finance & Insurance retirement plans → · Plans in Illinois →
Choreo Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $9M |
| Employer EIN | 411944416 |
| Plan Effective Date | 2022-02-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Choreo, LLC)
Sponsor-wide plan assets over time
All Choreo, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 59.89364048686363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $29M |
| 2023 | 1 | 143 | $38M |
| 2024 | 1 | 225 | $46M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Choreo Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Lynch 401(k) Retirement Plan in RI ($38M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Lynch 401(k) Retirement Plan (RI) $38M · 88
- Hri 401(k) Plan (LA) $38M · 1,094
- S Tec Group, Inc. 401(k) Employee Stock Ownership Plan (IN) $38M · 130
- Kayem Foods Employees 401(k) Plan (MA) $38M · 365
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Precision International Automotive Products Inc. 401 (K) Plan (NY) 143 · 0 off
- Hight Enterprises, Ltd 401(k) Savings Plan (CO) 143 · 0 off
- Energy Vault 401(k) Plan (CA) 143 · 0 off
- Corner Pantry 401(k) Plan (SC) 143 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.