Money Purchase · DOL Form 5500 · 2024
Choate, Hall & Stewart LLP Money Purchase Plan
Data updated 2026-08-25
- $179M
- Total assets Near avg plan size
- 314
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $569,817
- Avg per participant High balance/head
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.
- #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.
- #19,142
- in Professional & Technical Services (20,173 peers)
- +3.9%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan's outsized position by total assets
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$178,922,565 Top 6% higher than 94% 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 Profit-Sharing 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, Hall & Stewart LLP Profit-Sharing Retirement Plan sits mid-pack in the medium band (314 participants).
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.
EBSA filing schedule strip
Filing strip 041175860 · Choate, Hall & Stewart LLP PY 2024 · Money Purchase
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan · $179M · 314 · 94th
- VS-ST $179M
- VS-ST 314
- VS-ST 94th
- VS-ST Money Purchase
- VS-ST near Annuity Fund of Wardrobe Attendants Union Local 764
- VS-ST ind #19142
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 Profit-Sharing Retirement Plan in the asset neighbourhood
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)
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 Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Annuity Fund of Wardrobe Attendants Union Local 764 in NY ($177M); by covered participants it is Community Hospital Employees Pension Plan in NE (314 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($179M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (314 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.