Civic Intelligence

Keegan Werlin LLP

Plan context: Keegan Werlin LLP Retirement Plan

EIN 04-3335747 • Boston, MA • 40 filings • 8 plans

99 High Street Suite 2900Boston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$13,334,253

2024 Contributions

$974,734

Historical Graphs

Total Assets Over Time

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

$20,963,848$10,481,924$0199920122024YearValue
$13,334,253Latest year 2024

Participants Over Time

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

54270199920122024YearValue
42Latest year 2024

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
2024142$13,334,253$974,734$23,208iApproximate average salary by contribution assumption: employee only about $580,199 at 4% or $386,799 at 6%; with 50% employer match about $386,799 at 4% or $257,866 at 6%; with 100% employer match about $290,099 at 4% or $193,400 at 6%.
Keegan Werlin LLP Retirement Plan-42$13,334,253$974,734$23,208iApproximate average salary by contribution assumption: employee only about $580,199 at 4% or $386,799 at 6%; with 50% employer match about $386,799 at 4% or $257,866 at 6%; with 100% employer match about $290,099 at 4% or $193,400 at 6%.
2023154$16,441,818$884,054$16,371iApproximate average salary by contribution assumption: employee only about $409,284 at 4% or $272,856 at 6%; with 50% employer match about $272,856 at 4% or $181,904 at 6%; with 100% employer match about $204,642 at 4% or $136,428 at 6%.
Keegan Werlin LLP Retirement Plan-54$16,441,818$884,054$16,371iApproximate average salary by contribution assumption: employee only about $409,284 at 4% or $272,856 at 6%; with 50% employer match about $272,856 at 4% or $181,904 at 6%; with 100% employer match about $204,642 at 4% or $136,428 at 6%.
2022147$16,718,812$1,087,102$23,130iApproximate average salary by contribution assumption: employee only about $578,246 at 4% or $385,497 at 6%; with 50% employer match about $385,497 at 4% or $256,998 at 6%; with 100% employer match about $289,123 at 4% or $192,749 at 6%.
Keegan Werlin LLP Retirement Plan-47$16,718,812$1,087,102$23,130iApproximate average salary by contribution assumption: employee only about $578,246 at 4% or $385,497 at 6%; with 50% employer match about $385,497 at 4% or $256,998 at 6%; with 100% employer match about $289,123 at 4% or $192,749 at 6%.
2021148$20,963,848$721,113$15,023iApproximate average salary by contribution assumption: employee only about $375,580 at 4% or $250,386 at 6%; with 50% employer match about $250,386 at 4% or $166,924 at 6%; with 100% employer match about $187,790 at 4% or $125,193 at 6%.
Keegan Werlin LLP Retirement Plan-48$20,963,848$721,113$15,023iApproximate average salary by contribution assumption: employee only about $375,580 at 4% or $250,386 at 6%; with 50% employer match about $250,386 at 4% or $166,924 at 6%; with 100% employer match about $187,790 at 4% or $125,193 at 6%.
2020150$18,893,036$676,834$13,537iApproximate average salary by contribution assumption: employee only about $338,417 at 4% or $225,611 at 6%; with 50% employer match about $225,611 at 4% or $150,408 at 6%; with 100% employer match about $169,209 at 4% or $112,806 at 6%.
Keegan Werlin LLP Retirement Plan-50$18,893,036$676,834$13,537iApproximate average salary by contribution assumption: employee only about $338,417 at 4% or $225,611 at 6%; with 50% employer match about $225,611 at 4% or $150,408 at 6%; with 100% employer match about $169,209 at 4% or $112,806 at 6%.
2019151$16,755,196$717,247$14,064iApproximate average salary by contribution assumption: employee only about $351,592 at 4% or $234,394 at 6%; with 50% employer match about $234,394 at 4% or $156,263 at 6%; with 100% employer match about $175,796 at 4% or $117,197 at 6%.
Keegan Werlin LLP Retirement Plan-51$16,755,196$717,247$14,064iApproximate average salary by contribution assumption: employee only about $351,592 at 4% or $234,394 at 6%; with 50% employer match about $234,394 at 4% or $156,263 at 6%; with 100% employer match about $175,796 at 4% or $117,197 at 6%.
2018153$15,096,056$926,790$17,487iApproximate average salary by contribution assumption: employee only about $437,165 at 4% or $291,443 at 6%; with 50% employer match about $291,443 at 4% or $194,296 at 6%; with 100% employer match about $218,583 at 4% or $145,722 at 6%.
Keegan Werlin LLP Retirement Plan-53$15,096,056$926,790$17,487iApproximate average salary by contribution assumption: employee only about $437,165 at 4% or $291,443 at 6%; with 50% employer match about $291,443 at 4% or $194,296 at 6%; with 100% employer match about $218,583 at 4% or $145,722 at 6%.
2017147$16,249,828$786,089$16,725iApproximate average salary by contribution assumption: employee only about $418,132 at 4% or $278,755 at 6%; with 50% employer match about $278,755 at 4% or $185,837 at 6%; with 100% employer match about $209,066 at 4% or $139,377 at 6%.
Keegan Werlin LLP Retirement Plan-47$16,249,828$786,089$16,725iApproximate average salary by contribution assumption: employee only about $418,132 at 4% or $278,755 at 6%; with 50% employer match about $278,755 at 4% or $185,837 at 6%; with 100% employer match about $209,066 at 4% or $139,377 at 6%.
2016145$13,644,336$630,683$14,015iApproximate average salary by contribution assumption: employee only about $350,379 at 4% or $233,586 at 6%; with 50% employer match about $233,586 at 4% or $155,724 at 6%; with 100% employer match about $175,190 at 4% or $116,793 at 6%.
Keegan Werlin LLP Retirement Plan-45$13,644,336$630,683$14,015iApproximate average salary by contribution assumption: employee only about $350,379 at 4% or $233,586 at 6%; with 50% employer match about $233,586 at 4% or $155,724 at 6%; with 100% employer match about $175,190 at 4% or $116,793 at 6%.
2015143$12,419,969$598,688$13,923iApproximate average salary by contribution assumption: employee only about $348,074 at 4% or $232,050 at 6%; with 50% employer match about $232,050 at 4% or $154,700 at 6%; with 100% employer match about $174,037 at 4% or $116,025 at 6%.
Keegan Werlin LLP Retirement Plan-43$12,419,969$598,688$13,923iApproximate average salary by contribution assumption: employee only about $348,074 at 4% or $232,050 at 6%; with 50% employer match about $232,050 at 4% or $154,700 at 6%; with 100% employer match about $174,037 at 4% or $116,025 at 6%.
2014146$12,324,784$570,774$12,408iApproximate average salary by contribution assumption: employee only about $310,203 at 4% or $206,802 at 6%; with 50% employer match about $206,802 at 4% or $137,868 at 6%; with 100% employer match about $155,102 at 4% or $103,401 at 6%.
Keegan Werlin LLP Retirement Plan-46$12,324,784$570,774$12,408iApproximate average salary by contribution assumption: employee only about $310,203 at 4% or $206,802 at 6%; with 50% employer match about $206,802 at 4% or $137,868 at 6%; with 100% employer match about $155,102 at 4% or $103,401 at 6%.
2013146$12,409,193$2,721,239$59,157iApproximate average salary by contribution assumption: employee only about $1,478,934 at 4% or $985,956 at 6%; with 50% employer match about $985,956 at 4% or $657,304 at 6%; with 100% employer match about $739,467 at 4% or $492,978 at 6%.
Keegan Werlin LLP Retirement Plan-46$12,409,193$2,721,239$59,157iApproximate average salary by contribution assumption: employee only about $1,478,934 at 4% or $985,956 at 6%; with 50% employer match about $985,956 at 4% or $657,304 at 6%; with 100% employer match about $739,467 at 4% or $492,978 at 6%.
2012251$10,140,184$861,754$16,897iApproximate average salary by contribution assumption: employee only about $422,428 at 4% or $281,619 at 6%; with 50% employer match about $281,619 at 4% or $187,746 at 6%; with 100% employer match about $211,214 at 4% or $140,809 at 6%.
Keegan Werlin LLP Retirement Plan-51$10,140,184$861,754$16,897iApproximate average salary by contribution assumption: employee only about $422,428 at 4% or $281,619 at 6%; with 50% employer match about $281,619 at 4% or $187,746 at 6%; with 100% employer match about $211,214 at 4% or $140,809 at 6%.
KEEGAN WERLIN LLP DEFINED BENEFIT PLAN-0$0$0-
2011252$11,582,424$1,297,970$24,961iApproximate average salary by contribution assumption: employee only about $624,024 at 4% or $416,016 at 6%; with 50% employer match about $416,016 at 4% or $277,344 at 6%; with 100% employer match about $312,012 at 4% or $208,008 at 6%.
Keegan Werlin LLP Retirement Plan-52$8,289,630$747,077$14,367iApproximate average salary by contribution assumption: employee only about $359,172 at 4% or $239,448 at 6%; with 50% employer match about $239,448 at 4% or $159,632 at 6%; with 100% employer match about $179,586 at 4% or $119,724 at 6%.
KEEGAN WERLIN LLP DEFINED BENEFIT PLAN-16$3,292,794$550,893$34,431iApproximate average salary by contribution assumption: employee only about $860,770 at 4% or $573,847 at 6%; with 50% employer match about $573,847 at 4% or $382,565 at 6%; with 100% employer match about $430,385 at 4% or $286,923 at 6%.
2010251$10,594,500$1,267,058$24,844iApproximate average salary by contribution assumption: employee only about $621,107 at 4% or $414,071 at 6%; with 50% employer match about $414,071 at 4% or $276,047 at 6%; with 100% employer match about $310,553 at 4% or $207,036 at 6%.
Keegan Werlin LLP Retirement Plan-51$7,806,175$778,708$15,269iApproximate average salary by contribution assumption: employee only about $381,720 at 4% or $254,480 at 6%; with 50% employer match about $254,480 at 4% or $169,653 at 6%; with 100% employer match about $190,860 at 4% or $127,240 at 6%.
KEEGAN WERLIN LLP DEFINED BENEFIT PLAN-17$2,788,325$488,350$28,726iApproximate average salary by contribution assumption: employee only about $718,162 at 4% or $478,775 at 6%; with 50% employer match about $478,775 at 4% or $319,183 at 6%; with 100% employer match about $359,081 at 4% or $239,387 at 6%.
2009251$8,945,235$1,069,339$20,967iApproximate average salary by contribution assumption: employee only about $524,186 at 4% or $349,457 at 6%; with 50% employer match about $349,457 at 4% or $232,971 at 6%; with 100% employer match about $262,093 at 4% or $174,729 at 6%.
Keegan Werlin LLP Retirement Plan-51$6,721,514$658,007$12,902iApproximate average salary by contribution assumption: employee only about $322,552 at 4% or $215,035 at 6%; with 50% employer match about $215,035 at 4% or $143,357 at 6%; with 100% employer match about $161,276 at 4% or $107,517 at 6%.
KEEGAN WERLIN LLP DEFINED BENEFIT PLAN-17$2,223,721$411,332$24,196iApproximate average salary by contribution assumption: employee only about $604,900 at 4% or $403,267 at 6%; with 50% employer match about $403,267 at 4% or $268,844 at 6%; with 100% employer match about $302,450 at 4% or $201,633 at 6%.
2008243$6,992,765$1,363,899$31,719iApproximate average salary by contribution assumption: employee only about $792,965 at 4% or $528,643 at 6%; with 50% employer match about $528,643 at 4% or $352,429 at 6%; with 100% employer match about $396,482 at 4% or $264,322 at 6%.
Keegan Werlin LLP Retirement Plan-43$5,287,749$974,403$22,661iApproximate average salary by contribution assumption: employee only about $566,513 at 4% or $377,676 at 6%; with 50% employer match about $377,676 at 4% or $251,784 at 6%; with 100% employer match about $283,257 at 4% or $188,838 at 6%.
KEEGAN WERLIN LLP DEFINED BENEFIT PLAN-17$1,705,016$389,496$22,912iApproximate average salary by contribution assumption: employee only about $572,788 at 4% or $381,859 at 6%; with 50% employer match about $381,859 at 4% or $254,573 at 6%; with 100% employer match about $286,394 at 4% or $190,929 at 6%.
2007243$0$0-
Keegan Werlin LLP Retirement Plan-43---
KEEGAN WERLIN LLP DEFINED BENEFIT PLAN-15---
2006242$7,136,866$849,559$20,228iApproximate average salary by contribution assumption: employee only about $505,690 at 4% or $337,127 at 6%; with 50% employer match about $337,127 at 4% or $224,751 at 6%; with 100% employer match about $252,845 at 4% or $168,563 at 6%.
Keegan Werlin LLP Retirement Plan-42$5,990,097$551,045$13,120iApproximate average salary by contribution assumption: employee only about $328,003 at 4% or $218,669 at 6%; with 50% employer match about $218,669 at 4% or $145,779 at 6%; with 100% employer match about $164,001 at 4% or $109,334 at 6%.
KEEGAN WERLIN LLP DEFINED BENEFIT PLAN-14$1,146,769$298,514$21,322iApproximate average salary by contribution assumption: employee only about $533,061 at 4% or $355,374 at 6%; with 50% employer match about $355,374 at 4% or $236,916 at 6%; with 100% employer match about $266,530 at 4% or $177,687 at 6%.
2005237$5,942,841$719,948$19,458iApproximate average salary by contribution assumption: employee only about $486,451 at 4% or $324,301 at 6%; with 50% employer match about $324,301 at 4% or $216,201 at 6%; with 100% employer match about $243,226 at 4% or $162,150 at 6%.
Keegan Werlin LLP Retirement Plan-37$5,137,354$452,291$12,224iApproximate average salary by contribution assumption: employee only about $305,602 at 4% or $203,735 at 6%; with 50% employer match about $203,735 at 4% or $135,823 at 6%; with 100% employer match about $152,801 at 4% or $101,867 at 6%.
KEEGAN, WERLIN & PABIAN, LLP DEFINED BENEFIT PLAN-13$805,487$267,657$20,589iApproximate average salary by contribution assumption: employee only about $514,725 at 4% or $343,150 at 6%; with 50% employer match about $343,150 at 4% or $228,767 at 6%; with 100% employer match about $257,363 at 4% or $171,575 at 6%.
2004246$5,772,909$1,174,981$25,543iApproximate average salary by contribution assumption: employee only about $638,577 at 4% or $425,718 at 6%; with 50% employer match about $425,718 at 4% or $283,812 at 6%; with 100% employer match about $319,288 at 4% or $212,859 at 6%.
Keegan Werlin LLP Retirement Plan-46$5,260,229$922,223$20,048iApproximate average salary by contribution assumption: employee only about $501,208 at 4% or $334,139 at 6%; with 50% employer match about $334,139 at 4% or $222,759 at 6%; with 100% employer match about $250,604 at 4% or $167,069 at 6%.
KEEGAN, WERLIN & PABIAN, LLP DEFINED BENEFIT PLAN-13$512,680$252,758$19,443iApproximate average salary by contribution assumption: employee only about $486,073 at 4% or $324,049 at 6%; with 50% employer match about $324,049 at 4% or $216,032 at 6%; with 100% employer match about $243,037 at 4% or $162,024 at 6%.
2003244$253,456$253,456$5,760iApproximate average salary by contribution assumption: employee only about $144,009 at 4% or $96,006 at 6%; with 50% employer match about $96,006 at 4% or $64,004 at 6%; with 100% employer match about $72,005 at 4% or $48,003 at 6%.
KEEGAN, WERLIN & PABIAN, LLP DEFINED BENEFIT PLAN-15$253,456$253,456$16,897iApproximate average salary by contribution assumption: employee only about $422,427 at 4% or $281,618 at 6%; with 50% employer match about $281,618 at 4% or $187,745 at 6%; with 100% employer match about $211,213 at 4% or $140,809 at 6%.
Keegan Werlin LLP Retirement Plan-44---
2002238$2,877,084$560,547$14,751iApproximate average salary by contribution assumption: employee only about $368,781 at 4% or $245,854 at 6%; with 50% employer match about $245,854 at 4% or $163,903 at 6%; with 100% employer match about $184,390 at 4% or $122,927 at 6%.
Keegan Werlin LLP Retirement Plan-38$2,877,084$560,547$14,751iApproximate average salary by contribution assumption: employee only about $368,781 at 4% or $245,854 at 6%; with 50% employer match about $245,854 at 4% or $163,903 at 6%; with 100% employer match about $184,390 at 4% or $122,927 at 6%.
Keegan, Werlin & Pabian Retirement Plan-0---
2001231$3,157,388$597,850$19,285iApproximate average salary by contribution assumption: employee only about $482,137 at 4% or $321,425 at 6%; with 50% employer match about $321,425 at 4% or $214,283 at 6%; with 100% employer match about $241,069 at 4% or $160,712 at 6%.
Keegan Werlin LLP Retirement Plan-31$1,937,184$207,151$6,682iApproximate average salary by contribution assumption: employee only about $167,057 at 4% or $111,372 at 6%; with 50% employer match about $111,372 at 4% or $74,248 at 6%; with 100% employer match about $83,529 at 4% or $55,686 at 6%.
Keegan, Werlin & Pabian Retirement Plan-31$1,220,204$390,699$12,603iApproximate average salary by contribution assumption: employee only about $315,080 at 4% or $210,053 at 6%; with 50% employer match about $210,053 at 4% or $140,035 at 6%; with 100% employer match about $157,540 at 4% or $105,027 at 6%.
2000241$3,102,725$383,761$9,360iApproximate average salary by contribution assumption: employee only about $234,001 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%.
Keegan Werlin LLP Retirement Plan-33$2,026,492$209,323$6,343iApproximate average salary by contribution assumption: employee only about $158,578 at 4% or $105,719 at 6%; with 50% employer match about $105,719 at 4% or $70,479 at 6%; with 100% employer match about $79,289 at 4% or $52,859 at 6%.
Keegan, Werlin & Pabian Retirement Plan-41$1,076,233$174,438$4,255iApproximate average salary by contribution assumption: employee only about $106,365 at 4% or $70,910 at 6%; with 50% employer match about $70,910 at 4% or $47,273 at 6%; with 100% employer match about $53,182 at 4% or $35,455 at 6%.
1999232$3,103,660$326,014$10,188iApproximate average salary by contribution assumption: employee only about $254,698 at 4% or $169,799 at 6%; with 50% employer match about $169,799 at 4% or $113,199 at 6%; with 100% employer match about $127,349 at 4% or $84,899 at 6%.
Keegan Werlin LLP Retirement Plan-27$2,055,696$173,509$6,426iApproximate average salary by contribution assumption: employee only about $160,656 at 4% or $107,104 at 6%; with 50% employer match about $107,104 at 4% or $71,403 at 6%; with 100% employer match about $80,328 at 4% or $53,552 at 6%.
Keegan, Werlin & Pabian Retirement Plan-32$1,047,964$152,505$4,766iApproximate average salary by contribution assumption: employee only about $119,145 at 4% or $79,430 at 6%; with 50% employer match about $79,430 at 4% or $52,953 at 6%; with 100% employer match about $59,572 at 4% or $39,715 at 6%.