Other · DOL Form 5500 · 2024
Choate Rosemary Hall Foundation, Inc. Retirement Plan
Data updated 2026-08-11
- $223M
- Total assets
- 339
- Participants
- 95th
- Percentile by assets
- $657,061
- 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
$223M in assets, 339 participants
Choate Rosemary Hall Foundation, Inc.'s Choate Rosemary Hall Foundation, Inc. DC Retirement Plan reported $223M in total assets and 339 participants in its 2024 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 123,622 plans)
- #3,315 in Educational Services (3,638 peers)
Coverage in Connecticut
Choate Rosemary Hall Foundation, Inc. DC Retirement Plan covers 339 participants in Connecticut, about 47% of the average Connecticut filer (state average ~718 per filing). Assets: $223M.
- $223M
- total plan assets (2024 EOY)
- 339
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $657,061
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Choate Rosemary Hall Foundation, Inc. DC Retirement Plan reported net income fell from $24M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Choate Rosemary Hall Foundation, Inc. DC Retirement Plan end-of-year assets rose from $205M in the plan year 2023 filing to $223M in the plan year 2024 filing.
- Choate Rosemary Hall Foundation, Inc. DC Retirement Plan reported participants rose from 326 in the plan year 2023 filing to 339 in the plan year 2024 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 339 participants - about 47% of that state average ($223M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $205M |
|---|---|
| Net Assets (End of Year) | $223M |
| Net Income | $18M |
| 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 $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
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.
- Le Moyne College 403(b) Plan (NY) $223M · 1,023
- Wentworth Institute of Technology 403(b) Plan (MA) $223M · 930
- National Plus Plan (RI) $223M · 35,858
- Shepherd Center 403(b) Retirement Savings Plan (GA) $224M · 1,820
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