Money Purchase · DOL Form 5500 · 2023
Choate, Hall & Stewart LLP Money Purchase Plan
Data updated 2026-08-25
- $172M
- Total assets Near avg plan size
- 284
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $606,173
- Avg per participant High balance/head
Official DOL plan name: Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan · Sponsored by Choate, Hall & Stewart LLP · Massachusetts · Professional & Technical Services
$172M in assets, 284 participants
Choate, Hall & Stewart LLP's Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan reported $172M in total assets and 284 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #19,374 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan covers 284 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $172M.
- #19,374
- in Professional & Technical Services (20,321 peers)
- +22.0%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan's outsized position by total assets
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$172,153,002 Top 6% higher than 94% 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 Profit-Sharing Retirement 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 Profit-Sharing Retirement Plan sits mid-pack in the medium band (284 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan reported net income rose from -$32M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan end-of-year assets rose from $141M in the plan year 2022 filing to $172M in the plan year 2023 filing.
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan reported participants rose from 261 in the plan year 2022 filing to 284 in the plan year 2023 filing.
DOL schedule card
Filing strip 041175860 · Choate, Hall & Stewart LLP PY 2023 · Money Purchase
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan · $172M · 284 · 94th
- RANK $172M
- PHOTO 284
- IND 94th
- EOY Money Purchase
- 5500 near Plumbers and Steamfitters Local 440 Defined Contribution Plan
- ASSETS ind #19374
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 Profit-Sharing Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $172M |
| Net Income | $31M |
| Employer EIN | 041175860 |
| Plan Effective Date | 1969-01-01 |
| 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 Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Plumbers and Steamfitters Local 440 Defined Contribution Plan in IN ($173M); by covered participants it is Mississippi County Arkansas Economic Opportunity Commission, Inc. Pension in AR (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($172M here).
- Plumbers and Steamfitters Local 440 Defined Contribution Plan (IN) $173M · 2,898
- Research Foundation for Mental Hygiene, Inc. DC Retirement Plan (NY) $171M · 1,122
- Equinor US Holdings Inc. Money Purchase Pension Plan (CT) $174M · 626
- IBEW Local Union 375 Electricians' Retirement Plan (PA) $170M · 658
Similar participant headcount
Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.
- Mississippi County Arkansas Economic Opportunity Commission, Inc. Pension (AR) 285 · 1 off
- Roofers & Waterproofers Local 37 Annuity Fund (PA) 285 · 1 off
- Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan (CA) 286 · 2 off
- Retirement Plan for Prior Alcon Employees (NJ) 286 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.