Profit Sharing · DOL Form 5500 · 2022

Choate, Hall & Stewart LLP Profit Sharing Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
260
Participants Below avg headcount
93rd
Percentile by assets National rank
$431,437
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#20,374
in Professional & Technical Services (21,562 peers)
-15.7%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

Choate, Hall & Stewart LLP Tax Deferred Savings Plan's outsized position by total assets

Choate, Hall & Stewart LLP Tax Deferred Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$112,173,507 Top 7% higher than 93% of 139,123 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 2022

Choate, Hall & Stewart LLP Tax Deferred Savings 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 Tax Deferred Savings Plan sits mid-pack in the medium band (260 participants).

EBSA filing schedule strip

Filing strip 041175860 · Choate, Hall & Stewart LLP PY 2022 · Profit Sharing

Choate, Hall & Stewart LLP Tax Deferred Savings Plan · $112M · 260 · 93rd

  • PART $112M
  • TYPE 260
  • NET 93rd
  • BOOK Profit Sharing
  • VS-ST near Plumbers Retirement Fund
  • BOY ind #20374

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 in the asset neighbourhood

Treasurers and Ticket Sellers Local 751 Annuity FundTreasurers and Ticket Seller…$113MPlumbers Retirement Fund$112MChoate, Hall & Stewart LLP Tax Deferred Savings PlanChoate, Hall & Stewart LLP T…$112MTrue Companies Employees Profit Sharing PlanTrue Companies Employees Pro…$111MOtterbein University Tax Deferred Annuity and Defined Contribution Retirement PlanOtterbein University Tax Def…$111M
End-of-year total assets ($M) among Choate, Hall & Stewart LLP Tax Deferred Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$112M
Net Income-$22M
Employer EIN041175860
Plan Effective Date1987-01-01
Filing StatusFILING 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
$250M$300M$350M$400M 202220232024 $289M $378M ▲ +31.0%
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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Choate, Hall & Stewart LLP Tax Deferred Savings Plan, Total assets ($B): 0.112173507 · Participants: 260Choate, Hall & Stewart LLP Tax Deferred Savings PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Choate, Hall & Stewart LLP Tax Deferred Savings Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Choate, Hall & Stewart LLP Tax Deferred Savings Plan side-by-side with 3 peers →

Choate, Hall & Stewart LLP Tax Deferred Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Plumbers Retirement Fund in PA ($112M); by covered participants it is Robinson Fans Holdings, Inc. Profit Sharing Plan in PA (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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.

Frequently Asked Questions

How did Choate, Hall & Stewart LLP Tax Deferred Savings Plan assets move in 2022? ▼
Choate, Hall & Stewart LLP Tax Deferred Savings Plan declined sharply - down 15.7% during 2022, from $133M to $112M. Reported net income was -$22M.
How have Choate, Hall & Stewart LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Choate, Hall & Stewart LLP's sponsor-wide assets grew 31.0%, from $289M to $378M.
Where does Choate, Hall & Stewart LLP Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Choate, Hall & Stewart LLP Tax Deferred Savings Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Choate, Hall & Stewart LLP Tax Deferred Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plumbers Retirement Fund in PA ($112M, 507 participants).
Which Profit Sharing plans cover a similar participant headcount to Choate, Hall & Stewart LLP Tax Deferred Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Robinson Fans Holdings, Inc. Profit Sharing Plan in PA (260 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041175860.

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.