Civic Intelligence

Cetera Financial Group Inc.

Plan context: Cetera Financial Group Inc. 401(K) Savings Plan

EIN 30-0588666 • 32 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

3,070

2024 Assets

$386,578,581

2024 Contributions

$35,421,439

Historical Graphs

Total Assets Over Time

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

$386,578,581$193,289,291$0201020172024YearValue
$386,578,581Latest year 2024

Participants Over Time

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

3,0701,5350201020172024YearValue
3,070Latest 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
202433,070$386,578,581$35,421,439$11,538iApproximate average salary by contribution assumption: employee only about $288,448 at 4% or $192,299 at 6%; with 50% employer match about $192,299 at 4% or $128,199 at 6%; with 100% employer match about $144,224 at 4% or $96,149 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-3,070$386,578,581$35,421,439$11,538iApproximate average salary by contribution assumption: employee only about $288,448 at 4% or $192,299 at 6%; with 50% employer match about $192,299 at 4% or $128,199 at 6%; with 100% employer match about $144,224 at 4% or $96,149 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-3,045---
Cetera Financial Group Severance Policy-3,045---
202332,096$229,535,980$37,471,552$17,878iApproximate average salary by contribution assumption: employee only about $446,941 at 4% or $297,961 at 6%; with 50% employer match about $297,961 at 4% or $198,641 at 6%; with 100% employer match about $223,471 at 4% or $148,980 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-2,096$229,535,980$37,471,552$17,878iApproximate average salary by contribution assumption: employee only about $446,941 at 4% or $297,961 at 6%; with 50% employer match about $297,961 at 4% or $198,641 at 6%; with 100% employer match about $223,471 at 4% or $148,980 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-1,968---
Cetera Financial Group Severance Policy-1,968---
202231,835$174,534,719$19,970,714$10,883iApproximate average salary by contribution assumption: employee only about $272,081 at 4% or $181,387 at 6%; with 50% employer match about $181,387 at 4% or $120,925 at 6%; with 100% employer match about $136,040 at 4% or $90,694 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-1,835$174,534,719$19,970,714$10,883iApproximate average salary by contribution assumption: employee only about $272,081 at 4% or $181,387 at 6%; with 50% employer match about $181,387 at 4% or $120,925 at 6%; with 100% employer match about $136,040 at 4% or $90,694 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-1,801---
Cetera Financial Group Severance Policy-1,801---
202121,735$199,619,534$18,318,002$10,558iApproximate average salary by contribution assumption: employee only about $263,948 at 4% or $175,965 at 6%; with 50% employer match about $175,965 at 4% or $117,310 at 6%; with 100% employer match about $131,974 at 4% or $87,983 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-1,735$199,619,534$18,318,002$10,558iApproximate average salary by contribution assumption: employee only about $263,948 at 4% or $175,965 at 6%; with 50% employer match about $175,965 at 4% or $117,310 at 6%; with 100% employer match about $131,974 at 4% or $87,983 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-1,673---
202021,546$169,783,330$19,067,419$12,333iApproximate average salary by contribution assumption: employee only about $308,335 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,038 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-1,546$169,783,330$19,067,419$12,333iApproximate average salary by contribution assumption: employee only about $308,335 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,038 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-1,525---
201921,703$143,878,297$21,502,172$12,626iApproximate average salary by contribution assumption: employee only about $315,651 at 4% or $210,434 at 6%; with 50% employer match about $210,434 at 4% or $140,290 at 6%; with 100% employer match about $157,826 at 4% or $105,217 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-1,703$143,878,297$21,502,172$12,626iApproximate average salary by contribution assumption: employee only about $315,651 at 4% or $210,434 at 6%; with 50% employer match about $210,434 at 4% or $140,290 at 6%; with 100% employer match about $157,826 at 4% or $105,217 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-1,681---
201821,325$105,508,073$16,796,304$12,676iApproximate average salary by contribution assumption: employee only about $316,911 at 4% or $211,274 at 6%; with 50% employer match about $211,274 at 4% or $140,850 at 6%; with 100% employer match about $158,456 at 4% or $105,637 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-1,296$105,508,073$16,796,304$12,960iApproximate average salary by contribution assumption: employee only about $324,003 at 4% or $216,002 at 6%; with 50% employer match about $216,002 at 4% or $144,001 at 6%; with 100% employer match about $162,001 at 4% or $108,001 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-1,325---
201721,301$104,690,642$14,061,082$10,808iApproximate average salary by contribution assumption: employee only about $270,198 at 4% or $180,132 at 6%; with 50% employer match about $180,132 at 4% or $120,088 at 6%; with 100% employer match about $135,099 at 4% or $90,066 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-1,301$104,690,642$14,061,082$10,808iApproximate average salary by contribution assumption: employee only about $270,198 at 4% or $180,132 at 6%; with 50% employer match about $180,132 at 4% or $120,088 at 6%; with 100% employer match about $135,099 at 4% or $90,066 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-1,290---
201621,403$90,037,079$21,649,805$15,431iApproximate average salary by contribution assumption: employee only about $385,777 at 4% or $257,185 at 6%; with 50% employer match about $257,185 at 4% or $171,456 at 6%; with 100% employer match about $192,888 at 4% or $128,592 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-1,383$90,037,079$21,649,805$15,654iApproximate average salary by contribution assumption: employee only about $391,356 at 4% or $260,904 at 6%; with 50% employer match about $260,904 at 4% or $173,936 at 6%; with 100% employer match about $195,678 at 4% or $130,452 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-1,403---
20152980$50,057,141$9,912,742$10,115iApproximate average salary by contribution assumption: employee only about $252,876 at 4% or $168,584 at 6%; with 50% employer match about $168,584 at 4% or $112,389 at 6%; with 100% employer match about $126,438 at 4% or $84,292 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-980$50,057,141$9,912,742$10,115iApproximate average salary by contribution assumption: employee only about $252,876 at 4% or $168,584 at 6%; with 50% employer match about $168,584 at 4% or $112,389 at 6%; with 100% employer match about $126,438 at 4% or $84,292 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-968---
20142879$43,884,751$9,279,502$10,557iApproximate average salary by contribution assumption: employee only about $263,922 at 4% or $175,948 at 6%; with 50% employer match about $175,948 at 4% or $117,299 at 6%; with 100% employer match about $131,961 at 4% or $87,974 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-879$43,884,751$9,279,502$10,557iApproximate average salary by contribution assumption: employee only about $263,922 at 4% or $175,948 at 6%; with 50% employer match about $175,948 at 4% or $117,299 at 6%; with 100% employer match about $131,961 at 4% or $87,974 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-842---
20132858$35,176,933$8,137,567$9,484iApproximate average salary by contribution assumption: employee only about $237,109 at 4% or $158,072 at 6%; with 50% employer match about $158,072 at 4% or $105,382 at 6%; with 100% employer match about $118,554 at 4% or $79,036 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-858$35,176,933$8,137,567$9,484iApproximate average salary by contribution assumption: employee only about $237,109 at 4% or $158,072 at 6%; with 50% employer match about $158,072 at 4% or $105,382 at 6%; with 100% employer match about $118,554 at 4% or $79,036 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-847---
20122759$24,624,092$7,485,564$9,862iApproximate average salary by contribution assumption: employee only about $246,560 at 4% or $164,373 at 6%; with 50% employer match about $164,373 at 4% or $109,582 at 6%; with 100% employer match about $123,280 at 4% or $82,187 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-759$24,624,092$7,485,564$9,862iApproximate average salary by contribution assumption: employee only about $246,560 at 4% or $164,373 at 6%; with 50% employer match about $164,373 at 4% or $109,582 at 6%; with 100% employer match about $123,280 at 4% or $82,187 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-687---
20112675$16,079,690$6,641,965$9,840iApproximate average salary by contribution assumption: employee only about $245,999 at 4% or $163,999 at 6%; with 50% employer match about $163,999 at 4% or $109,333 at 6%; with 100% employer match about $122,999 at 4% or $82,000 at 6%.
Cetera Financial Group Inc. 401(K) Savings Plan-675$16,079,690$6,641,965$9,840iApproximate average salary by contribution assumption: employee only about $245,999 at 4% or $163,999 at 6%; with 50% employer match about $163,999 at 4% or $109,333 at 6%; with 100% employer match about $122,999 at 4% or $82,000 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-659---
201011,197$1,684,338$5,783,733$4,832iApproximate average salary by contribution assumption: employee only about $120,796 at 4% or $80,531 at 6%; with 50% employer match about $80,531 at 4% or $53,687 at 6%; with 100% employer match about $60,398 at 4% or $40,265 at 6%.
Cetera Financial Group Inc. Welfare Benefits Plan-1,197$1,684,338$5,783,733$4,832iApproximate average salary by contribution assumption: employee only about $120,796 at 4% or $80,531 at 6%; with 50% employer match about $80,531 at 4% or $53,687 at 6%; with 100% employer match about $60,398 at 4% or $40,265 at 6%.