Civic Intelligence

Commonwealth Equity Services LLC

Plan context: Commonwealth Equity Services 401K Plan

EIN 04-2675571 • Waltham, MA • 63 filings • 14 plans

29 Sawyer Rd.Waltham, MA 02453
Current Snapshot

Latest Year

2025

2025 Participants

1,331

2025 Assets

$238,254,863

2025 Contributions

$24,448,203

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$238,254,863$119,127,432$0199920122024YearValue
$238,254,863Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,5817910199920122025YearValue
1,331Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202511,331$0$0-
Commonwealth Equity Services LLC Welfare Benefit Plan-1,331---
202421,370$238,254,863$24,448,203$17,845iApproximate average salary by contribution assumption: employee only about $446,135 at 4% or $297,423 at 6%; with 50% employer match about $297,423 at 4% or $198,282 at 6%; with 100% employer match about $223,068 at 4% or $148,712 at 6%.
Commonwealth Equity Services 401K Plan-1,271$238,254,863$24,448,203$19,235iApproximate average salary by contribution assumption: employee only about $480,885 at 4% or $320,590 at 6%; with 50% employer match about $320,590 at 4% or $213,727 at 6%; with 100% employer match about $240,443 at 4% or $160,295 at 6%.
Commonwealth Equity Services LLC Welfare Benefit Plan-1,370---
202321,581$195,626,020$25,689,095$16,249iApproximate average salary by contribution assumption: employee only about $406,216 at 4% or $270,811 at 6%; with 50% employer match about $270,811 at 4% or $180,540 at 6%; with 100% employer match about $203,108 at 4% or $135,405 at 6%.
Commonwealth Equity Services 401K Plan-1,207$195,626,020$25,689,095$21,283iApproximate average salary by contribution assumption: employee only about $532,086 at 4% or $354,724 at 6%; with 50% employer match about $354,724 at 4% or $236,483 at 6%; with 100% employer match about $266,043 at 4% or $177,362 at 6%.
Commonwealth Equity Services LLC Welfare Benefit Plan-1,581---
202221,339$145,333,868$20,987,939$15,674iApproximate average salary by contribution assumption: employee only about $391,858 at 4% or $261,239 at 6%; with 50% employer match about $261,239 at 4% or $174,159 at 6%; with 100% employer match about $195,929 at 4% or $130,619 at 6%.
Commonwealth Equity Services 401K Plan-1,098$145,333,868$20,987,939$19,115iApproximate average salary by contribution assumption: employee only about $477,867 at 4% or $318,578 at 6%; with 50% employer match about $318,578 at 4% or $212,386 at 6%; with 100% employer match about $238,934 at 4% or $159,289 at 6%.
Commonwealth Equity Services LLC Welfare Benefit Plan-1,339---
202121,217$163,490,328$16,654,035$13,684iApproximate average salary by contribution assumption: employee only about $342,112 at 4% or $228,075 at 6%; with 50% employer match about $228,075 at 4% or $152,050 at 6%; with 100% employer match about $171,056 at 4% or $114,037 at 6%.
Commonwealth Equity Services 401K Plan-1,004$163,490,328$16,654,035$16,588iApproximate average salary by contribution assumption: employee only about $414,692 at 4% or $276,461 at 6%; with 50% employer match about $276,461 at 4% or $184,308 at 6%; with 100% employer match about $207,346 at 4% or $138,231 at 6%.
Commonwealth Equity Services LLC Welfare Benefit Plan-1,217---
202021,100$130,752,808$12,838,816$11,672iApproximate average salary by contribution assumption: employee only about $291,791 at 4% or $194,528 at 6%; with 50% employer match about $194,528 at 4% or $129,685 at 6%; with 100% employer match about $145,896 at 4% or $97,264 at 6%.
Commonwealth Equity Services 401K Plan-886$130,752,808$12,838,816$14,491iApproximate average salary by contribution assumption: employee only about $362,269 at 4% or $241,513 at 6%; with 50% employer match about $241,513 at 4% or $161,008 at 6%; with 100% employer match about $181,135 at 4% or $120,756 at 6%.
Commonwealth Equity Services LLC Welfare Benefit Plan-1,100---
20192904$105,908,961$14,532,582$16,076iApproximate average salary by contribution assumption: employee only about $401,897 at 4% or $267,931 at 6%; with 50% employer match about $267,931 at 4% or $178,621 at 6%; with 100% employer match about $200,948 at 4% or $133,966 at 6%.
Commonwealth Equity Services 401K Plan-796$105,908,961$14,532,582$18,257iApproximate average salary by contribution assumption: employee only about $456,425 at 4% or $304,284 at 6%; with 50% employer match about $304,284 at 4% or $202,856 at 6%; with 100% employer match about $228,213 at 4% or $152,142 at 6%.
Commonwealth Equity Services LLC Welfare Benefit Plan-904---
20182911$107,652,816$13,695,197$15,033iApproximate average salary by contribution assumption: employee only about $375,829 at 4% or $250,552 at 6%; with 50% employer match about $250,552 at 4% or $167,035 at 6%; with 100% employer match about $187,914 at 4% or $125,276 at 6%.
Commonwealth Equity Services 401K Plan-911$107,652,816$13,695,197$15,033iApproximate average salary by contribution assumption: employee only about $375,829 at 4% or $250,552 at 6%; with 50% employer match about $250,552 at 4% or $167,035 at 6%; with 100% employer match about $187,914 at 4% or $125,276 at 6%.
Commonwealth Equity Services LLC Welfare Benefit Plan-842---
20172852$106,817,070$11,218,995$13,168iApproximate average salary by contribution assumption: employee only about $329,196 at 4% or $219,464 at 6%; with 50% employer match about $219,464 at 4% or $146,309 at 6%; with 100% employer match about $164,598 at 4% or $109,732 at 6%.
Commonwealth Equity Services 401K Plan-852$106,817,070$11,218,995$13,168iApproximate average salary by contribution assumption: employee only about $329,196 at 4% or $219,464 at 6%; with 50% employer match about $219,464 at 4% or $146,309 at 6%; with 100% employer match about $164,598 at 4% or $109,732 at 6%.
Commonwealth Equity Services LLC Welfare Benefit Plan-790---
20162797$82,964,378$9,406,707$11,803iApproximate average salary by contribution assumption: employee only about $295,066 at 4% or $196,711 at 6%; with 50% employer match about $196,711 at 4% or $131,140 at 6%; with 100% employer match about $147,533 at 4% or $98,355 at 6%.
Commonwealth Equity Services 401K Plan-797$82,964,378$9,406,707$11,803iApproximate average salary by contribution assumption: employee only about $295,066 at 4% or $196,711 at 6%; with 50% employer match about $196,711 at 4% or $131,140 at 6%; with 100% employer match about $147,533 at 4% or $98,355 at 6%.
Commonwealth Equity Services LLC Welfare Benefit Plan-763---
20152771$71,479,818$9,539,730$12,373iApproximate average salary by contribution assumption: employee only about $309,330 at 4% or $206,220 at 6%; with 50% employer match about $206,220 at 4% or $137,480 at 6%; with 100% employer match about $154,665 at 4% or $103,110 at 6%.
Commonwealth Equity Services 401K Plan-771$71,479,818$9,539,730$12,373iApproximate average salary by contribution assumption: employee only about $309,330 at 4% or $206,220 at 6%; with 50% employer match about $206,220 at 4% or $137,480 at 6%; with 100% employer match about $154,665 at 4% or $103,110 at 6%.
Commonwealth Equity Services LLC Welfare Benefit Plan-686---
20142704$64,620,135$7,586,043$10,776iApproximate average salary by contribution assumption: employee only about $269,391 at 4% or $179,594 at 6%; with 50% employer match about $179,594 at 4% or $119,729 at 6%; with 100% employer match about $134,695 at 4% or $89,797 at 6%.
Commonwealth Equity Services 401K Plan-704$64,620,135$7,586,043$10,776iApproximate average salary by contribution assumption: employee only about $269,391 at 4% or $179,594 at 6%; with 50% employer match about $179,594 at 4% or $119,729 at 6%; with 100% employer match about $134,695 at 4% or $89,797 at 6%.
Commonwealth Equity Services LLC Welfare Benefit Plan-601---
20133611$57,302,074$7,175,952$11,745iApproximate average salary by contribution assumption: employee only about $293,615 at 4% or $195,743 at 6%; with 50% employer match about $195,743 at 4% or $130,496 at 6%; with 100% employer match about $146,808 at 4% or $97,872 at 6%.
Commonwealth Equity Services 401K Plan-611$57,302,074$7,175,952$11,745iApproximate average salary by contribution assumption: employee only about $293,615 at 4% or $195,743 at 6%; with 50% employer match about $195,743 at 4% or $130,496 at 6%; with 100% employer match about $146,808 at 4% or $97,872 at 6%.
Commonwealth Financial Network Flexible Benefit Pl An-0---
Commonwealth Financial Network Welfare Benefit Pla N-0---
20123639$42,846,054$5,576,843$8,727iApproximate average salary by contribution assumption: employee only about $218,186 at 4% or $145,458 at 6%; with 50% employer match about $145,458 at 4% or $96,972 at 6%; with 100% employer match about $109,093 at 4% or $72,729 at 6%.
Commonwealth Equity Services 401K Plan-551$42,846,054$5,576,843$10,121iApproximate average salary by contribution assumption: employee only about $253,033 at 4% or $168,689 at 6%; with 50% employer match about $168,689 at 4% or $112,459 at 6%; with 100% employer match about $126,516 at 4% or $84,344 at 6%.
Commonwealth Financial Network Welfare Benefit Pla N-639---
Commonwealth Financial Network Flexible Benefit Pl An-424---
20113581$34,681,443$5,422,788$9,334iApproximate average salary by contribution assumption: employee only about $233,339 at 4% or $155,559 at 6%; with 50% employer match about $155,559 at 4% or $103,706 at 6%; with 100% employer match about $116,669 at 4% or $77,780 at 6%.
Commonwealth Equity Services 401K Plan-514$34,681,443$5,422,788$10,550iApproximate average salary by contribution assumption: employee only about $263,754 at 4% or $175,836 at 6%; with 50% employer match about $175,836 at 4% or $117,224 at 6%; with 100% employer match about $131,877 at 4% or $87,918 at 6%.
Commonwealth Financial Network Flexible Benefit Pl An-392---
Commonwealth Financial Network Welfare Benefit Pla N-581---
20103528$32,448,012$4,466,473$8,459iApproximate average salary by contribution assumption: employee only about $211,481 at 4% or $140,987 at 6%; with 50% employer match about $140,987 at 4% or $93,991 at 6%; with 100% employer match about $105,740 at 4% or $70,494 at 6%.
Commonwealth Equity Services 401K Plan-469$32,448,012$4,466,473$9,523iApproximate average salary by contribution assumption: employee only about $238,085 at 4% or $158,723 at 6%; with 50% employer match about $158,723 at 4% or $105,816 at 6%; with 100% employer match about $119,042 at 4% or $79,362 at 6%.
Commonwealth Financial Network Welfare Benefit Pla N-528---
Commonwealth Financial Network Flexible Benefit Pl An-416---
20093500$24,461,322$4,356,258$8,713iApproximate average salary by contribution assumption: employee only about $217,813 at 4% or $145,209 at 6%; with 50% employer match about $145,209 at 4% or $96,806 at 6%; with 100% employer match about $108,906 at 4% or $72,604 at 6%.
Commonwealth Equity Services 401K Plan-446$24,461,322$4,356,258$9,767iApproximate average salary by contribution assumption: employee only about $244,185 at 4% or $162,790 at 6%; with 50% employer match about $162,790 at 4% or $108,527 at 6%; with 100% employer match about $122,092 at 4% or $81,395 at 6%.
Commonwealth Financial Network Welfare Benefit Pla N-500---
Commonwealth Financial Network Flexible Benefit Pl An-361---
20082436$14,938,026$4,050,756$9,291iApproximate average salary by contribution assumption: employee only about $232,268 at 4% or $154,845 at 6%; with 50% employer match about $154,845 at 4% or $103,230 at 6%; with 100% employer match about $116,134 at 4% or $77,423 at 6%.
Commonwealth Equity Services 401K Plan-436$14,938,026$4,050,756$9,291iApproximate average salary by contribution assumption: employee only about $232,268 at 4% or $154,845 at 6%; with 50% employer match about $154,845 at 4% or $103,230 at 6%; with 100% employer match about $116,134 at 4% or $77,423 at 6%.
Commonwealth Financial Network Flexible Benefit Pl An-403---
20072423$19,469,196$3,815,088$9,019iApproximate average salary by contribution assumption: employee only about $225,478 at 4% or $150,319 at 6%; with 50% employer match about $150,319 at 4% or $100,212 at 6%; with 100% employer match about $112,739 at 4% or $75,159 at 6%.
Commonwealth Equity Services 401K Plan-423$19,469,196$3,815,088$9,019iApproximate average salary by contribution assumption: employee only about $225,478 at 4% or $150,319 at 6%; with 50% employer match about $150,319 at 4% or $100,212 at 6%; with 100% employer match about $112,739 at 4% or $75,159 at 6%.
Commonwealth Financial Network Flexible Benefit Pl An-347---
20062393$15,169,189$2,786,946$7,091iApproximate average salary by contribution assumption: employee only about $177,287 at 4% or $118,191 at 6%; with 50% employer match about $118,191 at 4% or $78,794 at 6%; with 100% employer match about $88,643 at 4% or $59,096 at 6%.
Commonwealth Equity Services 401K Plan-393$15,169,189$2,786,946$7,091iApproximate average salary by contribution assumption: employee only about $177,287 at 4% or $118,191 at 6%; with 50% employer match about $118,191 at 4% or $78,794 at 6%; with 100% employer match about $88,643 at 4% or $59,096 at 6%.
Commonwealth Financial Network Welfare Benefit Pla N-374---
20053275$10,872,534$2,519,754$9,163iApproximate average salary by contribution assumption: employee only about $229,069 at 4% or $152,712 at 6%; with 50% employer match about $152,712 at 4% or $101,808 at 6%; with 100% employer match about $114,534 at 4% or $76,356 at 6%.
Commonwealth Equity Services 401K Plan-270$10,872,534$2,519,754$9,332iApproximate average salary by contribution assumption: employee only about $233,311 at 4% or $155,540 at 6%; with 50% employer match about $155,540 at 4% or $103,694 at 6%; with 100% employer match about $116,655 at 4% or $77,770 at 6%.
Commonwealth Financial Network Welfare Benefit Pla N-275---
Commonwealth Financial Network Flexible Benefit Pl An-262---
20043265$7,781,671$2,021,960$7,630iApproximate average salary by contribution assumption: employee only about $190,751 at 4% or $127,167 at 6%; with 50% employer match about $127,167 at 4% or $84,778 at 6%; with 100% employer match about $95,375 at 4% or $63,584 at 6%.
Commonwealth Equity Services 401K Plan-259$7,781,671$2,021,960$7,807iApproximate average salary by contribution assumption: employee only about $195,170 at 4% or $130,113 at 6%; with 50% employer match about $130,113 at 4% or $86,742 at 6%; with 100% employer match about $97,585 at 4% or $65,057 at 6%.
Commonwealth Financial Network Welfare Benefit Pla N-265---
Commonwealth Financial Network Flexible Benefit Pl An-235---
20033309$5,653,782$1,472,340$4,765iApproximate average salary by contribution assumption: employee only about $119,121 at 4% or $79,414 at 6%; with 50% employer match about $79,414 at 4% or $52,943 at 6%; with 100% employer match about $59,561 at 4% or $39,707 at 6%.
Commonwealth Equity Services 401K Plan-309$5,653,782$1,472,340$4,765iApproximate average salary by contribution assumption: employee only about $119,121 at 4% or $79,414 at 6%; with 50% employer match about $79,414 at 4% or $52,943 at 6%; with 100% employer match about $59,561 at 4% or $39,707 at 6%.
Commonwealth Financial Network Welfare Benefit Pla N-206---
Commonwealth Financial Network Flexible Benefit Pl An-205---
20023393$3,512,801$1,400,827$3,564iApproximate average salary by contribution assumption: employee only about $89,111 at 4% or $59,407 at 6%; with 50% employer match about $59,407 at 4% or $39,605 at 6%; with 100% employer match about $44,556 at 4% or $29,704 at 6%.
Commonwealth Equity Services 401K Plan-393$3,512,801$1,400,827$3,564iApproximate average salary by contribution assumption: employee only about $89,111 at 4% or $59,407 at 6%; with 50% employer match about $59,407 at 4% or $39,605 at 6%; with 100% employer match about $44,556 at 4% or $29,704 at 6%.
Commonwealth Financial Network Flexible Benefit Pl An-207---
Commonwealth Financial Network Welfare Benefit Pla N-204---
20015233$3,097,887$1,211,448$5,199iApproximate average salary by contribution assumption: employee only about $129,984 at 4% or $86,656 at 6%; with 50% employer match about $86,656 at 4% or $57,771 at 6%; with 100% employer match about $64,992 at 4% or $43,328 at 6%.
Commonwealth Equity Services 401K Plan-220$3,097,887$1,211,448$5,507iApproximate average salary by contribution assumption: employee only about $137,665 at 4% or $91,776 at 6%; with 50% employer match about $91,776 at 4% or $61,184 at 6%; with 100% employer match about $68,832 at 4% or $45,888 at 6%.
Commonwealth Financial Network Flexible Benefit Pl An-233---
Commonwealth Financial Network Flexible Benefit Pl An-231---
Commonwealth Financial Network Flexible Benefit Pl An-232---
Commonwealth Financial Network Welfare Benefit Pla N-231---
20001181$2,616,933$1,095,496$6,052iApproximate average salary by contribution assumption: employee only about $151,312 at 4% or $100,874 at 6%; with 50% employer match about $100,874 at 4% or $67,250 at 6%; with 100% employer match about $75,656 at 4% or $50,437 at 6%.
Commonwealth Equity Services 401K Plan-181$2,616,933$1,095,496$6,052iApproximate average salary by contribution assumption: employee only about $151,312 at 4% or $100,874 at 6%; with 50% employer match about $100,874 at 4% or $67,250 at 6%; with 100% employer match about $75,656 at 4% or $50,437 at 6%.
19991165$2,756,720$698,435$4,233iApproximate average salary by contribution assumption: employee only about $105,823 at 4% or $70,549 at 6%; with 50% employer match about $70,549 at 4% or $47,033 at 6%; with 100% employer match about $52,912 at 4% or $35,274 at 6%.
Commonwealth Equity Services 401K Plan-165$2,756,720$698,435$4,233iApproximate average salary by contribution assumption: employee only about $105,823 at 4% or $70,549 at 6%; with 50% employer match about $70,549 at 4% or $47,033 at 6%; with 100% employer match about $52,912 at 4% or $35,274 at 6%.