Other · DOL Form 5500 · 2023
Choate Rosemary Hall Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 326
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $629,459
- Avg per participant High balance/head
Official DOL plan name: Choate Rosemary Hall Foundation, Inc. DC Retirement Plan · Sponsored by Choate Rosemary Hall Foundation, Inc. · Connecticut · Educational Services
$205M in assets, 326 participants
Choate Rosemary Hall Foundation, Inc.'s Choate Rosemary Hall Foundation, Inc. DC Retirement Plan reported $205M in total assets and 326 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,417 in Educational Services (3,735 peers)
Coverage in Connecticut
Choate Rosemary Hall Foundation, Inc. DC Retirement Plan covers 326 participants in Connecticut, about 45% of the average Connecticut filer (state average ~718 per filing). Assets: $205M.
- #3,417
- in Educational Services (3,735 peers)
- +13.3%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Choate Rosemary Hall Foundation, Inc. DC Retirement Plan's outsized position by total assets
Choate Rosemary Hall Foundation, Inc. DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$205,203,614 Top 5% higher than 95% 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 Rosemary Hall Foundation, Inc. DC 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 Rosemary Hall Foundation, Inc. DC Retirement Plan sits mid-pack in the medium band (326 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Choate Rosemary Hall Foundation, Inc. DC Retirement Plan reported net income rose from -$31M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Choate Rosemary Hall Foundation, Inc. DC Retirement Plan end-of-year assets rose from $181M in the plan year 2022 filing to $205M in the plan year 2023 filing.
- Choate Rosemary Hall Foundation, Inc. DC Retirement Plan reported participants fell from 333 in the plan year 2022 filing to 326 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 060910420 · Choate Rosemary Hall Foundation, Inc. PY 2023 · Other
Choate Rosemary Hall Foundation, Inc. DC Retirement Plan · $205M · 326 · 95th
- PCT $205M
- PCT 326
- PCT 95th
- PCT Other
- PCT near Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University
- PCT ind #3417
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 Educational Services retirement plans → · Plans in Connecticut →
Choate Rosemary Hall Foundation, Inc. DC Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $181M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | $24M |
| Employer EIN | 060910420 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Choate Rosemary Hall Foundation, Inc.)
Sponsor-wide plan assets over time
All Choate Rosemary Hall Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $223M 22.94561394098343% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 333 | $181M |
| 2023 | 1 | 326 | $205M |
| 2024 | 1 | 339 | $223M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
Choate Rosemary Hall Foundation, Inc. DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University in PA ($205M); by covered participants it is Easter Seals Florida, Inc. 403(b) Plan in FL (326 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University (PA) $205M · 624
- Teach for America, Inc. 403(b) Retirement Plan (NY) $206M · 1,193
- Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan (FL) $207M · 4,160
- The Driscoll Children's Health 403(b) Retirement Plan (TX) $207M · 2,817
Similar participant headcount
Nearest other-state filings by covered participants (326 participants); asset peers above are excluded.
- Easter Seals Florida, Inc. 403(b) Plan (FL) 326 · 0 off
- Frontline Service Retirement Plan (OH) 326 · 0 off
- Beatitudes Campus 403(b) Plan (AZ) 326 · 0 off
- Cannon School Retirement Plan (NC) 326 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.