Money Purchase · DOL Form 5500 · 2022
Choate, Hall & Stewart LLP Money Purchase Plan
Data updated 2026-08-11
- $141M
- Total assets
- 261
- Participants
- 94th
- Percentile by assets
- $540,539
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $141M
- total plan assets (2022 EOY)
- 261
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $540,539
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan reports 261 participants - about 40% of that state average ($141M EOY assets).
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)
| 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.
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan assets move in 2022? ▼
How have Choate, Hall & Stewart LLP plan assets changed over time? ▼
Where does Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan? ▼
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Filing takeaways
Ways to act on Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan's numbers.
- By total assets, Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Choate, Hall & Stewart LLP's sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans