How many benefit plans does Choate Hall & Stewart Llp report on Form 5500?

Choate Hall & Stewart Llp (EIN 04-1175860) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Choate Hall & Stewart Llp?

The Employer Identification Number (EIN) reported for Choate Hall & Stewart Llp is 04-1175860.

What is the latest Form 5500 filing year for Choate Hall & Stewart Llp?

The latest loaded Form 5500 filing year for Choate Hall & Stewart Llp is 2023.

Choate Hall & Stewart Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Choate Hall & Stewart Llp (EIN 04-1175860) is a plan sponsor located in Boston, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-1175860
Location: Boston, MA
Loaded plans: 4
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Choate Hall & Stewart Llp

4 loaded plans hold $352.1M in reported assets.
The largest, Choate, Hall & Stewart Llp Profit-Sharing Retirement Plan, holds 49% of this company's reported plan assets.
Plans cover 1,691 reported participants.
3 of 4 plans report full financial statements.
3 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$352.1MSummed across loaded plans$352,110,450

Total reported assets$352.1M$352,110,450

Total reported participants1.7K1,691

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$352.1M total assets

Net assets$352.1MLiabilities$0

Contributions & income

Employer contributions$7.3M

Participant contributions$6.3M

Total income / additions$73.5M

Expenses & distributions

Benefits paid / distributions$10M

Total expenses$10.1M

Net increase / (decrease)$63.4M

Data coverage

Plans with financial statements3 / 4 (75%)

Plans with provider compensation3 / 4 (75%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets49%Choate, Hall & Stewart Llp Profit-Sharing Retirement Plan

Participants per plan423Average across loaded plans

Loaded plans4

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Choate, Hall & Stewart Llp Profit-Sharing Retirement Plan$172.2M
Plan #001 · 443 participants · 2023
2
Choate, Hall & Stewart Llp Tax Deferred Savings Plan$138.1M
Plan #004 · 416 participants · 2023
3
Choate, Hall & Stewart Llp Tax Deferred Savings Plan For Attorneys$41.8M
Plan #005 · 360 participants · 2023
4
Choate, Hall & Stewart Llp Welfare Benefit Plannot reported in the loaded dataset
Plan #501 · 472 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Choate Hall & Stewart Llp. Open one for its full reported snapshot.

2023
Choate, Hall & Stewart Llp Welfare Benefit Plan472 participants · 2No schedules
View filing →
2023
Choate, Hall & Stewart Llp Tax Deferred Savings Plan416 participants · 2Sch HSch C
View filing →
2023
Choate, Hall & Stewart Llp Tax Deferred Savings Plan For Attorneys360 participants · 2Sch HSch C
View filing →
2023
Choate, Hall & Stewart Llp Profit-Sharing Retirement Plan443 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Choate Hall & Stewart Llp report on Form 5500?: Choate Hall & Stewart Llp (EIN 04-1175860) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Choate Hall & Stewart Llp?: The Employer Identification Number (EIN) reported for Choate Hall & Stewart Llp is 04-1175860.
What is the latest Form 5500 filing year for Choate Hall & Stewart Llp?: The latest loaded Form 5500 filing year for Choate Hall & Stewart Llp is 2023.