Profit Sharing · DOL Form 5500 · 2023
Choate, Hall & Stewart LLP Profit Sharing Plan
Data updated 2026-08-25
- $138M
- Total assets Near avg plan size
- 272
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $507,859
- Avg per participant High balance/head
Official DOL plan name: Choate, Hall & Stewart LLP Tax Deferred Savings Plan · Sponsored by Choate, Hall & Stewart LLP · Massachusetts · Professional & Technical Services
$138M in assets, 272 participants
Choate, Hall & Stewart LLP's Choate, Hall & Stewart LLP Tax Deferred Savings Plan reported $138M in total assets and 272 participants in its 2023 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.
- #19,181 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
Choate, Hall & Stewart LLP Tax Deferred Savings Plan covers 272 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $138M.
- #19,181
- in Professional & Technical Services (20,321 peers)
- +23.1%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$138,137,530 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Choate, Hall & Stewart LLP Tax Deferred Savings Plan among mid-size filed plans by headcount
Plan-year 2023 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 (272 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan reported net income rose from -$22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan end-of-year assets rose from $112M in the plan year 2022 filing to $138M in the plan year 2023 filing.
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan reported participants rose from 260 in the plan year 2022 filing to 272 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 041175860 · Choate, Hall & Stewart LLP PY 2023 · Profit Sharing
Choate, Hall & Stewart LLP Tax Deferred Savings Plan · $138M · 272 · 93rd
- EBSA $138M
- PART 272
- TYPE 93rd
- NET Profit Sharing
- BOOK near Wilson Tool International, Inc. Profit Sharing Plan
- VS-ST ind #19181
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
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $138M |
| Net Income | $25M |
| Employer EIN | 041175860 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING 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
| 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.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
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 Wilson Tool International, Inc. Profit Sharing Plan in MN ($138M); by covered participants it is Children's Home Society of Wv, Inc. Profit Sharing Plan in WV (272 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138M here).
- Wilson Tool International, Inc. Profit Sharing Plan (MN) $138M · 540
- Pointers, Cleaners & Caulkers Annuity Fund (NY) $139M · 2,316
- Sheet Metal, Air, Rail Transportation Local No.27 (NJ) $139M · 1,008
- Alaska Native Tribal Health Consortium Retirement Plan (AK) $141M · 2,722
Similar participant headcount
Nearest other-state filings by covered participants (272 participants); asset peers above are excluded.
- Children's Home Society of Wv, Inc. Profit Sharing Plan (WV) 272 · 0 off
- Aerostar Savings & Retiremen Plan (PR) 272 · 0 off
- Plymouth Housing Group (WA) 272 · 0 off
- Menorah Manor, Inc. Retirement Savings Incentive Plan (FL) 272 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.