Money Purchase · DOL Form 5500 · 2023
Choate, Hall & Stewart LLP Money Purchase Plan
Data updated 2026-08-11
- $172M
- Total assets
- 284
- Participants
- 94th
- Percentile by assets
- $606,173
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $172M
- total plan assets (2023 EOY)
- 284
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $606,173
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan reports 284 participants - about 43% of that state average ($172M EOY assets).
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)
| 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.
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan assets move in 2023? ▼
How have Choate, Hall & Stewart LLP plan assets changed over time? ▼
Where does Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan? ▼
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Filing takeaways
Ways to act on Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan's numbers.
- By total assets, Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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