Other · DOL Form 5500 · 2023
Choate Rosemary Hall Foundation, Inc. Retirement Plan
Data updated 2026-08-11
- $205M
- Total assets
- 326
- Participants
- 95th
- Percentile by assets
- $629,459
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $205M
- total plan assets (2023 EOY)
- 326
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $629,459
- avg assets per participant
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Choate Rosemary Hall Foundation, Inc. DC Retirement Plan reports 326 participants - about 45% of that state average ($205M EOY assets).
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.)
| 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.
Choate Rosemary Hall Foundation, Inc. DC Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Choate Rosemary Hall Foundation, Inc. DC Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Choate Rosemary Hall Foundation, Inc. DC Retirement Plan's numbers.
- By total assets, Choate Rosemary Hall Foundation, Inc. DC Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Choate Rosemary Hall Foundation, Inc.'s sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Educational Services plans