401(k) · DOL Form 5500 · 2023

First Choice Specialty LLC 401(k) Plan

Data updated 2026-08-25

$808K
Total assets Small plan by assets
41
Participants Small participant base
22nd
Percentile by assets National rank
$19,697
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust · Sponsored by First Choice Specialty LLC · Tennessee · Professional & Technical Services

$808K in assets, 41 participants

First Choice Specialty LLC's First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust reported $808K in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,439 in Professional & Technical Services (20,321 peers)

2023 asset change

First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust surged 169.0% in 2023 ($300K → $808K) for 41 participants.

#3,439
in Professional & Technical Services (20,321 peers)
+169.0%
assets growth YoY

First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$807,571 22nd percentile higher than 22% 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

First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust is a small filing (41 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 851453090 · First Choice Specialty LLC PY 2023 · 401(k)

First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust · $808K · 41 · 22nd

  • EOY $808K
  • EOY 41
  • EOY 22nd
  • EOY 401(k)
  • EOY near Concentric Marketing, Inc. 401(k) Profit Sharing Plan
  • EOY ind #3439

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

First Choice Specialty LLC 401(k) Profit Sharing Plan & TrustFirst Choice Specialty LLC 4…$808KConcentric Marketing, Inc. 401(k) Profit Sharing PlanConcentric Marketing, Inc. 4…$808KTerrace Lakes Camp Escapes, Inc. 401(k) PlanTerrace Lakes Camp Escapes, …$808KHunger Free Oklahoma 401(k) PlanHunger Free Oklahoma 401(k) …$808KVerus Capital Ventures, Inc. 401(k) Profit Sharing PlanVerus Capital Ventures, Inc.…$807K
End-of-year total assets ($M) among First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

2023 asset-move particulars

Total Assets (Beginning of Year)$300K
Net Assets (End of Year)$808K
Net Income$507K
Employer EIN851453090
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000807571 · Participants: 41First Choice Specialty LLC 401(k) Profit Sharing Plan & TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Concentric Marketing, Inc. 401(k) Profit Sharing Plan in MI ($808K); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust surged - up 169.0% during 2023, from $300K to $808K. Reported net income was $507K.
Where does First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Concentric Marketing, Inc. 401(k) Profit Sharing Plan in MI ($808K, 2 participants).
Which 401(k) plans cover a similar participant headcount to First Choice Specialty LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Houston Vehicle Leasing 401(k) Plan in TX (41 participants, N/A 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 851453090.

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.