Profit Sharing · DOL Form 5500 · 2024
Choate, Hall & Stewart LLP Profit Sharing Plan
Data updated 2026-08-25
- $148M
- Total assets Near avg plan size
- 300
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $493,585
- Avg per participant High balance/head
Official DOL plan name: Choate, Hall & Stewart LLP Tax Deferred Savings Plan · Sponsored by Choate, Hall & Stewart LLP · Massachusetts · Professional & Technical Services
$148M in assets, 300 participants
Choate, Hall & Stewart LLP's Choate, Hall & Stewart LLP Tax Deferred Savings Plan reported $148M in total assets and 300 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,967 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Choate, Hall & Stewart LLP Tax Deferred Savings Plan covers 300 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $148M.
- #18,967
- in Professional & Technical Services (20,173 peers)
- +7.2%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Choate, Hall & Stewart LLP Tax Deferred Savings Plan's outsized position by total assets
Choate, Hall & Stewart LLP Tax Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$148,075,598 Top 7% higher than 93% 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, Hall & Stewart LLP Tax Deferred Savings 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, Hall & Stewart LLP Tax Deferred Savings Plan sits mid-pack in the medium band (300 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan reported net income fell from $25M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan reported participants rose from 272 in the plan year 2023 filing to 300 in the plan year 2024 filing.
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan end-of-year assets rose from $138M in the plan year 2023 filing to $148M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 041175860 · Choate, Hall & Stewart LLP PY 2024 · Profit Sharing
Choate, Hall & Stewart LLP Tax Deferred Savings Plan · $148M · 300 · 93rd
- ASSETS $148M
- PCT 300
- EIN 93rd
- RANK Profit Sharing
- PHOTO near Sheet Metal, Air, Rail Transportation Local No.27
- IND ind #18967
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Choate, Hall & Stewart LLP Tax Deferred Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $138M |
|---|---|
| Net Assets (End of Year) | $148M |
| Net Income | $13M |
| Employer EIN | 041175860 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Choate, Hall & Stewart LLP)
Sponsor-wide plan assets over time
All Choate, Hall & Stewart LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $378M 31.042949598493013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 686 | $289M |
| 2023 | 3 | 739 | $352M |
| 2024 | 3 | 783 | $378M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
Choate, Hall & Stewart LLP Tax Deferred Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Sheet Metal, Air, Rail Transportation Local No.27 in NJ ($148M); by covered participants it is L&m Development Partners, Inc. Employee Stock Ownership Plan in NY (300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($148M here).
- Sheet Metal, Air, Rail Transportation Local No.27 (NJ) $148M · 1,039
- Wilson Tool International, Inc. Profit Sharing Plan (MN) $150M · 541
- Stanford Health Care Tri-Valley 403(b) Plan (CA) $150M · 1,685
- Pointers, Cleaners & Caulkers Annuity Fund (NY) $150M · 2,343
Similar participant headcount
Nearest other-state filings by covered participants (300 participants); asset peers above are excluded.
- L&m Development Partners, Inc. Employee Stock Ownership Plan (NY) 300 · 0 off
- Byler Holdings 401(k) Plan (PA) 299 · 1 off
- Ladacin Network, Inc. Defined Contribution Plan (NJ) 302 · 2 off
- One Health 403(b) Plan (MT) 302 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.