Money Purchase · DOL Form 5500 · 2022
Choate, Hall & Stewart LLP Money Purchase Plan
Data updated 2026-08-25
- $141M
- Total assets Near avg plan size
- 261
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $540,539
- Avg per participant High balance/head
Official DOL plan name: Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan · Sponsored by Choate, Hall & Stewart LLP · Massachusetts · Professional & Technical Services
$141M in assets, 261 participants
Choate, Hall & Stewart LLP's Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan reported $141M in total assets and 261 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #20,585 in Professional & Technical Services (21,562 peers)
Coverage in Massachusetts
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan covers 261 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $141M.
- #20,585
- in Professional & Technical Services (21,562 peers)
- -18.5%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan's outsized position by total assets
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$141,080,712 Top 6% higher than 94% 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 Profit-Sharing Retirement Plan 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 Profit-Sharing Retirement Plan sits mid-pack in the medium band (261 participants).
Plan-year Form 5500 strip
Filing strip 041175860 · Choate, Hall & Stewart LLP PY 2022 · Money Purchase
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan · $141M · 261 · 94th
- NET $141M
- NET 261
- NET 94th
- NET Money Purchase
- NET near Itpeu Pension Fund
- NET ind #20585
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 Profit-Sharing Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $173M |
|---|---|
| Net Assets (End of Year) | $141M |
| Net Income | -$32M |
| Employer EIN | 041175860 |
| Plan Effective Date | 1969-01-01 |
| 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 Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Itpeu Pension Fund in NJ ($141M); by covered participants it is The J. David Gladstone Institutes Money Purchase Pension Plan in CA (261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141M here).
- Itpeu Pension Fund (NJ) $141M · 14,627
- Annuity Fund of Local 274 (NJ) $141M · 368
- Milton Hershey School Money Purchase Pension Plan (PA) $140M · 1,309
- Equinor US Holdings Inc. Money Purchase Pension Plan (CT) $142M · 593
Similar participant headcount
Nearest other-state filings by covered participants (261 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.