Money Purchase · DOL Form 5500 · 2024
Choate, Hall & Stewart LLP Money Purchase Plan
Data updated 2026-08-11
- $179M
- Total assets
- 314
- Participants
- 94th
- Percentile by assets
- $569,817
- Avg per participant
Official DOL plan name: Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan · Sponsored by Choate, Hall & Stewart LLP · Massachusetts · Professional & Technical Services
$179M in assets, 314 participants
Choate, Hall & Stewart LLP's Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan reported $179M in total assets and 314 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #19,142 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan covers 314 participants in Massachusetts, about 48% of the average Massachusetts filer (state average ~659 per filing). Assets: $179M.
- $179M
- total plan assets (2024 EOY)
- 314
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $569,817
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan reported net income fell from $31M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan reported participants rose from 284 in the plan year 2023 filing to 314 in the plan year 2024 filing.
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan end-of-year assets rose from $172M in the plan year 2023 filing to $179M in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan reports 314 participants - about 48% of that state average ($179M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $172M |
|---|---|
| Net Assets (End of Year) | $179M |
| Net Income | $7M |
| Employer EIN | 041175860 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Choate, Hall & Stewart LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 686 | $289M |
| 2023 | 3 | 739 | $352M |
| 2024 | 3 | 783 | $378M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan by total assets, not by location.
- Annuity Fund of Wardrobe Attendants Union Local 764 (NY) $177M · 1,879
- Milton Hershey School Money Purchase Pension Plan (PA) $181M · 1,500
- Hawaii Annuity Trust Fund for Operating Engineers (CA) $177M · 2,249
- Sheet Metal Workers Local 91 Annuity Plan (IL) $176M · 638
Frequently Asked Questions
How did Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan assets move in 2024? ▼
How have Choate, Hall & Stewart LLP plan assets changed over time? ▼
Where does Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan? ▼
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Filing takeaways
Ways to act on Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan's numbers.
- By total assets, Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Choate, Hall & Stewart LLP's sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans