401(k) · DOL Form 5500 · 2023
Choate Hall & Stewart LLP 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 183
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $228,524
- Avg per participant Above avg balance/head
Official DOL plan name: Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys · Sponsored by Choate Hall & Stewart LLP · Massachusetts · Professional & Technical Services
$42M in assets, 183 participants
Choate Hall & Stewart LLP's Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys reported $42M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #17,164 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys covers 183 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $42M.
- #17,164
- in Professional & Technical Services (20,321 peers)
- +18.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys's outsized position by total assets
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$41,819,918 Top 16% higher than 84% 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 for Attorneys 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 for Attorneys sits mid-pack in the medium band (183 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys reported participants rose from 165 in the plan year 2022 filing to 183 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 041175860 · Choate Hall & Stewart LLP PY 2023 · 401(k)
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys · $42M · 183 · 84th
- PCT $42M
- PCT 183
- PCT 84th
- PCT 401(k)
- PCT near Inseego Corp. Retirement Plan
- PCT ind #17164
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 for Attorneys in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $7M |
| Employer EIN | 041175860 |
| Plan Effective Date | 1990-01-01 |
| 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 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Inseego Corp. Retirement Plan in CA ($42M); by covered participants it is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Inseego Corp. Retirement Plan (CA) $42M · 267
- The Boelter Companies, Inc. Retirement Savings Plan (WI) $42M · 491
- Encoura Profit Sharing/401(k) Plan (TX) $42M · 926
- Amherst H Wilder Foundation 401(k) (MN) $42M · 422
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust (VA) 183 · 0 off
- Pottle's Transportation, LLC Retirement Plan (ME) 183 · 0 off
- Systems Source, Inc. 401(k) Plan (CA) 183 · 0 off
- 403(b) Thrift Plan of Cadence International (CO) 183 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.