Other · DOL Form 5500 · 2024
Choate Rosemary Hall Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $223M
- Total assets Near avg plan size
- 339
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $657,061
- 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
$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.
- #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.
- #3,315
- in Educational Services (3,638 peers)
- +8.5%
- assets growth YoY
- 2.2×
- 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 2024 · DOL Form 5500
$222,743,817 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Choate Rosemary Hall Foundation, Inc. DC Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 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 (339 participants).
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.
Form 5500 schedule snapshot
Filing strip 060910420 · Choate Rosemary Hall Foundation, Inc. PY 2024 · Other
Choate Rosemary Hall Foundation, Inc. DC Retirement Plan · $223M · 339 · 95th
- EBSA $223M
- EBSA 339
- EBSA 95th
- EBSA Other
- EBSA near Le Moyne College 403(b) Plan
- EBSA ind #3315
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) | $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.)
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 $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
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 Le Moyne College 403(b) Plan in NY ($223M); by covered participants it is Fellowship Community 403b Plan in PA (339 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($223M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (339 participants); asset peers above are excluded.
- Fellowship Community 403b Plan (PA) 339 · 0 off
- Community Action Agency of Columbiana County Inc. Retirement Plan (OH) 339 · 0 off
- Lycoming College Retirement Plan (PA) 339 · 0 off
- Wellpoint Care Network 403(b) Retirement Plan (WI) 339 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.