401(k) · DOL Form 5500 · 2024
Choate Hall & Stewart LLP 401(k) Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 169
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $303,479
- Avg per participant High balance/head
Official DOL plan name: Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys · Sponsored by Choate Hall & Stewart LLP · Massachusetts · Professional & Technical Services
$51M in assets, 169 participants
Choate Hall & Stewart LLP's Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys reported $51M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #17,198 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys covers 169 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $51M.
- #17,198
- in Professional & Technical Services (20,173 peers)
- +22.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys's outsized position by total assets
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,288,017 Top 16% higher than 84% 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 for Attorneys 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 for Attorneys sits mid-pack in the medium band (169 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys end-of-year assets rose from $42M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys reported participants fell from 183 in the plan year 2023 filing to 169 in the plan year 2024 filing.
- Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 041175860 · Choate Hall & Stewart LLP PY 2024 · 401(k)
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys · $51M · 169 · 84th
- VS-ST $51M
- BOY 169
- SCH 84th
- EBSA 401(k)
- PART near Enesco, LLC Retirement Plan
- TYPE ind #17198
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 for Attorneys in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $7M |
| Employer EIN | 041175860 |
| Plan Effective Date | 1990-01-01 |
| 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 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Enesco, LLC Retirement Plan in IL ($51M); by covered participants it is Rxp Agency, LLC 401(k) Plan in OH (169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Enesco, LLC Retirement Plan (IL) $51M · 148
- Oklahoma Blood Institute 401(k) Plan (OK) $51M · 888
- Darcars Employees 401(k) Plan (MD) $51M · 1,418
- Round Room Holdings, Inc. 401(k) Profit Sharing Plan (IN) $51M · 1,428
Similar participant headcount
Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.