Profit Sharing · DOL Form 5500 · 2022
Choate, Hall & Stewart LLP Profit Sharing Plan
Data updated 2026-08-11
- $112M
- Total assets
- 260
- Participants
- 93rd
- Percentile by assets
- $431,437
- Avg per participant
Official DOL plan name: Choate, Hall & Stewart LLP Tax Deferred Savings Plan · Sponsored by Choate, Hall & Stewart LLP · Massachusetts · Professional & Technical Services
$112M in assets, 260 participants
Choate, Hall & Stewart LLP's Choate, Hall & Stewart LLP Tax Deferred Savings Plan reported $112M in total assets and 260 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #20,374 in Professional & Technical Services (21,562 peers)
Coverage in Massachusetts
Choate, Hall & Stewart LLP Tax Deferred Savings Plan covers 260 participants in Massachusetts, about 39% of the average Massachusetts filer (state average ~659 per filing). Assets: $112M.
- $112M
- total plan assets (2022 EOY)
- 260
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $431,437
- avg assets per participant
The plan reported a net loss of $22M 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 Tax Deferred Savings Plan reports 260 participants - about 39% of that state average ($112M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | -$22M |
| Employer EIN | 041175860 |
| Plan Effective Date | 1987-01-01 |
| 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 Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Choate, Hall & Stewart LLP Tax Deferred Savings Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $12.1B · 74,556
- Demoulas (Restated) Profit Sharing Plan & Trust $873M · 12,106
- Dana-Farber Cancer Institute Retirement Plan $635M · 4,216
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $573M · 5,008
- Sheet Metal Workers Local 17 Annuity Income Fund $540M · 2,153
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Choate, Hall & Stewart LLP Tax Deferred Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Choate, Hall & Stewart LLP Tax Deferred Savings Plan assets move in 2022? ▼
How have Choate, Hall & Stewart LLP plan assets changed over time? ▼
Where does Choate, Hall & Stewart LLP Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Choate, Hall & Stewart LLP Tax Deferred Savings Plan? ▼
Next read for Choate, Hall & Stewart LLP Tax Deferred …
Filing takeaways
Ways to act on Choate, Hall & Stewart LLP Tax Deferred Savings Plan's numbers.
- By total assets, Choate, Hall & Stewart LLP Tax Deferred Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing 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