Other · DOL Form 5500 · 2022

Choate Rosemary Hall Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$181M
Total assets Near avg plan size
333
Participants Below avg headcount
95th
Percentile by assets National rank
$544,062
Avg per participant High balance/head
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Official DOL plan name: Choate Rosemary Hall Foundation, Inc. DC Retirement Plan · Sponsored by Choate Rosemary Hall Foundation, Inc. · Connecticut · Educational Services

$181M in assets, 333 participants

Choate Rosemary Hall Foundation, Inc.'s Choate Rosemary Hall Foundation, Inc. DC Retirement Plan reported $181M in total assets and 333 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,702 in Educational Services (4,024 peers)

Coverage in Connecticut

Choate Rosemary Hall Foundation, Inc. DC Retirement Plan covers 333 participants in Connecticut, about 46% of the average Connecticut filer (state average ~718 per filing). Assets: $181M.

#3,702
in Educational Services (4,024 peers)
-14.7%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Choate Rosemary Hall Foundation, Inc. DC Retirement Plan's outsized position by total assets

Choate Rosemary Hall Foundation, Inc. DC Retirement Plan vs every filed plan by assets

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

$181,172,642 Top 5% higher than 95% 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 Rosemary Hall Foundation, Inc. DC 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 Rosemary Hall Foundation, Inc. DC Retirement Plan sits mid-pack in the medium band (333 participants).

DOL schedule card

Filing strip 060910420 · Choate Rosemary Hall Foundation, Inc. PY 2022 · Other

Choate Rosemary Hall Foundation, Inc. DC Retirement Plan · $181M · 333 · 95th

  • 5500 $181M
  • 5500 333
  • 5500 95th
  • 5500 Other
  • 5500 near Wheaton College Retirement Plan
  • 5500 ind #3702

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 Educational Services retirement plans → · Plans in Connecticut →

Choate Rosemary Hall Foundation, Inc. DC Retirement Plan in the asset neighbourhood

Hope College Invest Plan$182MChoate Rosemary Hall Foundation, Inc. DC Retirement PlanChoate Rosemary Hall Foundat…$181MWheaton College Retirement PlanWheaton College Retirement P…$181MJohn Carroll University Defined Contribution and Tax Deferred Annuity Retirement PlanJohn Carroll University Defi…$181MAu Medical Center, Inc. 403(b) Retirement Savings PlanAu Medical Center, Inc. 403(…$181M
End-of-year total assets ($M) among Choate Rosemary Hall Foundation, Inc. DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$212M
Net Assets (End of Year)$181M
Net Income-$31M
Employer EIN060910420
Plan Effective Date1946-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Choate Rosemary Hall Foundation, Inc.)

Sponsor-wide plan assets over time

All Choate Rosemary Hall Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$223M 22.94561394098343% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $181M $223M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 333 $181M
2023 1 326 $205M
2024 1 339 $223M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

Choate Rosemary Hall Foundation, Inc. DC Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Choate Rosemary Hall Foundation, Inc. DC Retirement Plan, Total assets ($B): 0.181172642 · Participants: 333Choate Rosemary Hall Foundation, Inc. DC Retirement PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
Choate Rosemary Hall Foundation, Inc. DC Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Choate Rosemary Hall Foundation, Inc. DC Retirement Plan side-by-side with 3 peers →

Choate Rosemary Hall Foundation, Inc. DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Wheaton College Retirement Plan in MA ($181M); by covered participants it is 403(b) Thrift Plan for Cpc Behavioral Healthcare, Inc. in NJ (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Rosemary Hall Foundation, Inc. DC Retirement Plan assets move in 2022? ▼
Choate Rosemary Hall Foundation, Inc. DC Retirement Plan pulled back noticeably - down 14.7% during 2022, from $212M to $181M. Reported net income was -$31M.
How have Choate Rosemary Hall Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Choate Rosemary Hall Foundation, Inc.'s sponsor-wide assets grew 22.9%, from $181M to $223M.
Where does Choate Rosemary Hall Foundation, Inc. DC Retirement Plan rank by assets among Form 5500 filers? ▼
Choate Rosemary Hall Foundation, Inc. DC Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Choate Rosemary Hall Foundation, Inc. DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Wheaton College Retirement Plan in MA ($181M, 533 participants).
Which Other plans cover a similar participant headcount to Choate Rosemary Hall Foundation, Inc. DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Cpc Behavioral Healthcare, Inc. in NJ (333 participants, $22M 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 060910420.

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.