401(k) · DOL Form 5500 · 2024

Choreo, LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
225
Participants Below avg headcount
83rd
Percentile by assets National rank
$203,130
Avg per participant Above avg balance/head
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Official DOL plan name: Choreo Retirement Plan · Sponsored by Choreo, LLC · Illinois · Finance & Insurance

$46M in assets, 225 participants

Choreo, LLC's Choreo Retirement Plan reported $46M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,314 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Choreo Retirement Plan covers 225 participants in Illinois, about 29% of the average Illinois filer (state average ~779 per filing). Assets: $46M.

#6,314
in Finance & Insurance (8,549 peers)
+20.6%
assets growth YoY
0.5×
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 2024 · DOL Form 5500

$45,704,294 Top 17% higher than 83% 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

Choreo Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 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 (225 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Choreo Retirement Plan reported participants rose from 143 in the plan year 2023 filing to 225 in the plan year 2024 filing.
  • Choreo Retirement Plan end-of-year assets rose from $38M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Choreo Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411944416 · Choreo, LLC PY 2024 · 401(k)

Choreo Retirement Plan · $46M · 225 · 83rd

  • ASSETS $46M
  • ASSETS 225
  • ASSETS 83rd
  • ASSETS 401(k)
  • ASSETS near Igloo Products Corp. Employees' 401(k) Plan
  • ASSETS ind #6314

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

Choreo Retirement Plan$46MIgloo Products Corp. Employees' 401(k) PlanIgloo Products Corp. Employe…$46MSimedhealth Retirement Plan$46MThe Orthopaedic and Fracture Clinic, P.a. Profit Sharing PlanThe Orthopaedic and Fracture…$46MWhittlesey PC 401(k) Retirement and Savings PlanWhittlesey PC 401(k) Retirem…$46M
End-of-year total assets ($M) among Choreo Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN411944416
Plan Effective Date2022-02-21
Filing StatusFILING 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
$20M$30M$40M$50M 202220232024 $28.6M $45.7M ▲ +59.9%
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.

Choreo Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Choreo Retirement Plan, Total assets ($B): 0.045704294 · Participants: 225Choreo Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Choreo Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Choreo Retirement Plan side-by-side with 3 peers →

Choreo Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Igloo Products Corp. Employees' 401(k) Plan in TX ($46M); by covered participants it is West-Mark Retirement Plan in CA (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Choreo Retirement Plan assets move in 2024? ▼
Choreo Retirement Plan grew sharply - up 20.6% during 2024, from $38M to $46M. Reported net income was $8M.
How have Choreo, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Choreo, LLC's sponsor-wide assets grew 59.9%, from $29M to $46M.
Where does Choreo Retirement Plan rank by assets among Form 5500 filers? ▼
Choreo Retirement Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Choreo Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Igloo Products Corp. Employees' 401(k) Plan in TX ($46M, 776 participants).
Which 401(k) plans cover a similar participant headcount to Choreo Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West-Mark Retirement Plan in CA (225 participants, $11M 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 411944416.

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.