401(k) · DOL Form 5500 · 2023

Theo Chocolate, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
75
Participants Small participant base
34th
Percentile by assets National rank
$36,576
Avg per participant Low balance/head
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Official DOL plan name: Theo Chocolate, Inc. 401(k) P/S Plan · Sponsored by Theo Chocolate, Inc. · Indiana · Manufacturing

$3M in assets, 75 participants

Theo Chocolate, Inc.'s Theo Chocolate, Inc. 401(k) P/S Plan reported $3M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,398 in Manufacturing (18,722 peers)

Theo Chocolate, Inc. multi-year trail

Theo Chocolate, Inc.'s plans moved +15.0% in assets from 2022 to 2023; this filing shows Theo Chocolate, Inc. 401(k) P/S Plan at $3M / 75 participants.

#3,398
in Manufacturing (18,722 peers)
+15.0%
assets growth YoY

Theo Chocolate, Inc. 401(k) P/S Plan's mid-pack asset rank among Manufacturing and all filers

Theo Chocolate, Inc. 401(k) P/S Plan vs every filed plan by assets

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

$2,743,219 34th percentile higher than 34% 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

Theo Chocolate, Inc. 401(k) P/S 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. Theo Chocolate, Inc. 401(k) P/S Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Theo Chocolate, Inc. 401(k) P/S Plan reported net income rose from -$191K in the plan year 2022 filing to $358K in the plan year 2023 filing.
  • Theo Chocolate, Inc. 401(k) P/S Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Theo Chocolate, Inc. 401(k) P/S Plan reported participants fell from 78 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 204886783 · Theo Chocolate, Inc. PY 2023 · 401(k)

Theo Chocolate, Inc. 401(k) P/S Plan · $3M · 75 · 34th

  • BOOK $3M
  • BOOK 75
  • BOOK 34th
  • BOOK 401(k)
  • BOOK near Maxus Operations, LLC and Affiliates 401(k) Plan
  • BOOK ind #3398

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 Indiana →

Theo Chocolate, Inc. 401(k) P/S Plan in the asset neighbourhood

Theo Chocolate, Inc. 401(k) P/S PlanTheo Chocolate, Inc. 401(k) …$3MMaxus Operations, LLC and Affiliates 401(k) PlanMaxus Operations, LLC and Af…$3MAthena Consulting LLC 401(k) PlanAthena Consulting LLC 401(k)…$3MSouthern Colorado Auto and Truck Parts Co. 401(k) PlanSouthern Colorado Auto and T…$3MThe Studdard Group 401(k) PlanThe Studdard Group 401(k) Pl…$3M
End-of-year total assets ($M) among Theo Chocolate, Inc. 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Theo Chocolate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Theo Chocolate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.012141763473752% vs 2022
2023 filing year
$2.2M$2.4M$2.6M$2.8M 20222023 $2.39M $2.74M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 78 $2M
2023 1 75 $3M

Theo Chocolate, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$358K
Employer EIN204886783
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Theo Chocolate, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Theo Chocolate, Inc. 401(k) P/S Plan, Total assets ($B): 0.002743219 · Participants: 75Theo Chocolate, Inc. 401(k) P/S PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Theo Chocolate, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Theo Chocolate, Inc. 401(k) P/S Plan side-by-side with 3 peers →

Theo Chocolate, Inc. 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Maxus Operations, LLC and Affiliates 401(k) Plan in WI ($3M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Theo Chocolate, Inc. 401(k) P/S Plan assets move in 2023? ▼
Theo Chocolate, Inc. 401(k) P/S Plan grew sharply - up 15.0% during 2023, from $2M to $3M. Reported net income was $358K.
How have Theo Chocolate, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Theo Chocolate, Inc.'s sponsor-wide assets grew 15.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Theo Chocolate, Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maxus Operations, LLC and Affiliates 401(k) Plan in WI ($3M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Theo Chocolate, Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 204886783.

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.