401(k) · DOL Form 5500 · 2024

Choate Hall & Stewart LLP 401(k) Plan

Data updated 2026-08-11

$51M
Total assets
169
Participants
84th
Percentile by assets
$303,479
Avg per participant
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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.

  • 84th percentile by assets (of 123,622 plans)
  • #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.

$51M
total plan assets (2024 EOY)
169
covered participants
84th
percentile by assets (of 123,622 plans)
$303,479
avg assets per participant

Where Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

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.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Professional & Technical Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys reports 169 participants - about 26% of that state average ($51M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$51M
Net Income$7M
Employer EIN041175860
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Choate Hall & Stewart LLP)

$250M$300M$350M$400M 202220232024 $289M $378M ▲ +31.0%
Total plan assets by year, all Choate Hall & Stewart LLP plans on file
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.

Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Choate, Hall & Stewa…, Total assets ($B): 0.051288017 · Participants: 169Choate, Hall & Stewa…Fidelity Retirement …, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Co…State Street Salary …, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary …
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Choate, Hall & Stewart LLP Tax Deferred … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys by total assets, not by location.

Frequently Asked Questions

How did Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys assets move in 2024? ▼
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys grew sharply - up 22.6% during 2024, from $42M to $51M. Reported net income was $7M.
How have Choate Hall & Stewart LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Choate Hall & Stewart LLP's sponsor-wide assets grew 31.0%, from $289M to $378M.
Where does Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys rank by assets among Form 5500 filers? ▼
Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys? ▼
Among 401(k) plans in other states, the closest by assets is Enesco, LLC Retirement Plan in IL ($51M, 148 participants).

Next read for Choate, Hall & Stewart LLP Tax Deferred …

Filing takeaways

Ways to act on Choate, Hall & Stewart LLP Tax Deferred Savings Plan for Attorneys's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041175860.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.