Other · DOL Form 5500 · 2022
Choate Rosemary Hall Foundation, Inc. Retirement Plan
Data updated 2026-08-11
- $181M
- Total assets
- 333
- Participants
- 95th
- Percentile by assets
- $544,062
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $181M
- total plan assets (2022 EOY)
- 333
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $544,062
- avg assets per participant
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Choate Rosemary Hall Foundation, Inc. DC Retirement Plan reports 333 participants - about 46% of that state average ($181M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $212M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | -$31M |
| Employer EIN | 060910420 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Choate Rosemary Hall Foundation, Inc.)
| 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
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
Similar-Sized Other Plans Nationally
Other plans in other states closest to Choate Rosemary Hall Foundation, Inc. DC Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Choate Rosemary Hall Foundation, Inc. DC Retirement Plan's numbers.
- By total assets, Choate Rosemary Hall Foundation, Inc. DC Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Choate Rosemary Hall Foundation, Inc.'s sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Educational Services plans