401(k) · DOL Form 5500 · 2024

Choice Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
95
Participants Small participant base
43rd
Percentile by assets National rank
$57,359
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, 95 participants

Choice Financial, Inc.'s Choice Financial, Inc. 401(k) Plan reported $5M in total assets and 95 participants in its 2024 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.

  • #4,742 in Manufacturing (17,777 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 / 95 participants.

#4,742
in Manufacturing (17,777 peers)
+14.6%
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 2024 · DOL Form 5500

$5,449,076 43rd percentile higher than 43% of 123,620 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 2024

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

Plan-year 2024 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 (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Choice Financial, Inc. 401(k) Plan reported net income rose from $155K in the plan year 2023 filing to $694K in the plan year 2024 filing.
  • Choice Financial, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Choice Financial, Inc. 401(k) Plan reported participants rose from 86 in the plan year 2023 filing to 95 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 461351150 · Choice Financial, Inc. PY 2024 · 401(k)

Choice Financial, Inc. 401(k) Plan · $5M · 95 · 43rd

  • EOY $5M
  • EOY 95
  • EOY 43rd
  • EOY 401(k)
  • EOY near Budd Group, Inc. 401(k) Savings Plan
  • EOY ind #4742

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

Choice Financial, Inc. 401(k) PlanChoice Financial, Inc. 401(k…$5MBudd Group, Inc. 401(k) Savings PlanBudd Group, Inc. 401(k) Savi…$5MPacesetter Health 401(k) Plan$5MRuby-Collins, Inc. 401(k) Retirement PlanRuby-Collins, Inc. 401(k) Re…$5MSummit on-Site Solutions 401(k) PlanSummit on-Site Solutions 401…$5M
End-of-year total assets ($M) among Choice Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$694K
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. -500005000100001500020000 -20246810 Total assets ($B) Participants Choice Financial, Inc. 401(k) Plan, Total assets ($B): 0.005449076 · Participants: 95Choice Financial, Inc. 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 8.644002344 · Participants: 17175Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 7.020466008 · Participants: 9658Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.411317052 · Participants: 9391Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 2.009619555 · Participants: 8887Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.306775357 · Participants: 1405Ashland 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 Budd Group, Inc. 401(k) Savings Plan in NC ($5M); by covered participants it is Galatea Associates 401(k) Plan in MA (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Choice Financial, Inc. 401(k) Plan grew at a solid clip - up 14.6% during 2024, from $5M to $5M. Reported net income was $694K.
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 Budd Group, Inc. 401(k) Savings Plan in NC ($5M, 2,231 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 Galatea Associates 401(k) Plan in MA (95 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.