Profit Sharing · DOL Form 5500 · 2023
Choate, Hall & Stewart LLP Profit Sharing Plan
Data updated 2026-08-11
- $138M
- Total assets
- 272
- Participants
- 93rd
- Percentile by assets
- $507,859
- 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
$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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $138M
- total plan assets (2023 EOY)
- 272
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $507,859
- avg assets per participant
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.
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 272 participants - about 41% of that state average ($138M EOY assets).
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)
| 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 $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
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.
- 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
Frequently Asked Questions
How did Choate, Hall & Stewart LLP Tax Deferred Savings Plan assets move in 2023? ▼
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? ▼
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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