Commonwealth Financial Network401(k)

Commonwealth Financial Network's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $238,254,863 across 1,542 participant accounts, with employer contributions averaging $4,843 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.01% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 224th-largest of 2,726 plans among Massachusetts employers on file, and the 515th of 4,798 in finance & insurance. In 2024, employees put in $2.52 for every $1.00 the employer contributed; active participation has grown from 1,098 to 1,271 since 2022.