401(k) · DOL Form 5500 · 2023

Choice of New Rochelle 401(k) Plan

Data updated 2026-08-25

$711K
Total assets Small plan by assets
143
Participants Small participant base
21st
Percentile by assets National rank
$4,974
Avg per participant Low balance/head
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Official DOL plan name: Choice 401(k) Plan · Sponsored by Choice of New Rochelle · New York · Healthcare & Social Assistance

$711K in assets, 143 participants

Choice of New Rochelle's Choice 401(k) Plan reported $711K in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,870 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Choice 401(k) Plan covers 143 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $711K.

#2,870
in Healthcare & Social Assistance (17,684 peers)
+57.8%
assets growth YoY

Choice 401(k) Plan among the smaller filed plans by assets

Choice 401(k) Plan vs every filed plan by assets

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

$711,316 21st percentile higher than 21% 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

Choice 401(k) 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. Choice 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Choice 401(k) Plan reported net income rose from -$12K in the plan year 2022 filing to $261K in the plan year 2023 filing.
  • Choice 401(k) Plan end-of-year assets rose from $451K in the plan year 2022 filing to $711K in the plan year 2023 filing.
  • Choice 401(k) Plan reported participants rose from 107 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133828528 · Choice of New Rochelle PY 2023 · 401(k)

Choice 401(k) Plan · $711K · 143 · 21st

  • PCT $711K
  • EIN 143
  • RANK 21st
  • PHOTO 401(k)
  • IND near Red Bluff Sand & Gravel, LLC Profit Sharing, Salary Deduction and Thrift Plan
  • EOY ind #2870

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Choice 401(k) Plan in the asset neighbourhood

Choice 401(k) Plan$711KRed Bluff Sand & Gravel, LLC Profit Sharing, Salary Deduction and Thrift PlanRed Bluff Sand & Gravel, LLC…$711KCampbell Enterprises Northwest Inc. Retirement PlanCampbell Enterprises Northwe…$711KRkll Corporation 401(k) Plan$711KGreen Renewable Concepts, Inc. 401(k) PlanGreen Renewable Concepts, In…$712K
End-of-year total assets ($M) among Choice 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$451K
Net Assets (End of Year)$711K
Net Income$261K
Employer EIN133828528
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Choice of New Rochelle)

Sponsor-wide plan assets over time

All Choice of New Rochelle plans reported in each filing year

Latest sponsor-wide plan assets
$776K 72.14671139629205% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.45M $0.78M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 107 $451K
2023 1 143 $711K
2024 1 128 $776K

Nearby 401(k) Plans in New York

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

Choice 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Choice 401(k) Plan, Total assets ($B): 0.000711316 · Participants: 143Choice 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Choice 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Choice 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Red Bluff Sand & Gravel, LLC Profit Sharing, Salary Deduction and Thrift Plan in AL ($711K); by covered participants it is Hight Enterprises, Ltd 401(k) Savings Plan in CO (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Choice 401(k) Plan assets move in 2023? ▼
Choice 401(k) Plan surged - up 57.8% during 2023, from $451K to $711K. Reported net income was $261K.
How have Choice of New Rochelle plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Choice of New Rochelle's sponsor-wide assets grew 72.1%, from $451K to $776K.
Where does Choice 401(k) Plan rank by assets among Form 5500 filers? ▼
Choice 401(k) Plan ranks in the 21st 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 Choice 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Red Bluff Sand & Gravel, LLC Profit Sharing, Salary Deduction and Thrift Plan in AL ($711K, 15 participants).
Which 401(k) plans cover a similar participant headcount to Choice 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hight Enterprises, Ltd 401(k) Savings Plan in CO (143 participants, $11M 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 133828528.

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.