401(k) · DOL Form 5500 · 2022
Choate Hall & Stewart LLP 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 165
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $214,662
- Avg per participant Above avg balance/head
Official DOL plan name: Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys · Sponsored by Choate Hall & Stewart LLP · Massachusetts · Professional & Technical Services
$35M in assets, 165 participants
Choate Hall & Stewart LLP's Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys reported $35M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #18,440 in Professional & Technical Services (21,562 peers)
Coverage in Massachusetts
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys covers 165 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $35M.
- #18,440
- in Professional & Technical Services (21,562 peers)
- -18.8%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys's outsized position by total assets
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,419,213 Top 15% higher than 85% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys sits mid-pack in the medium band (165 participants).
DOL schedule card
Filing strip 041175860 · Choate Hall & Stewart LLP PY 2022 · 401(k)
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys · $35M · 165 · 85th
- IND $35M
- EOY 165
- 5500 85th
- ASSETS 401(k)
- PCT near Duke Manufacturing Company Retirement Plan
- EIN ind #18440
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 Massachusetts →
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$7M |
| Employer EIN | 041175860 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Choate Hall & Stewart LLP)
Sponsor-wide plan assets over time
All Choate Hall & Stewart LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $378M 31.042949598493013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 686 | $289M |
| 2023 | 3 | 739 | $352M |
| 2024 | 3 | 783 | $378M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Duke Manufacturing Company Retirement Plan in MO ($35M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Duke Manufacturing Company Retirement Plan (MO) $35M · 539
- Triton Management Services, LLC 401(k) Plan (CA) $35M · 570
- E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan (WI) $35M · 267
- Rohrman Automotive Group 401(k) Plan (IL) $35M · 1,458
Similar participant headcount
Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.
- Ccg 401(k) Retirement Plan (TN) 165 · 0 off
- Combs Concrete Construction Company 401(k) Plan (NC) 165 · 0 off
- Tennessee Rand, Inc. 401(k) Plan (OH) 165 · 0 off
- Jpl Management Inc 401(k) Profit Sharing Plan (KY) 165 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.