How many benefit plans does Cetera Financial Group, Inc. report on Form 5500?

Cetera Financial Group, Inc. (EIN 30-0588666) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Cetera Financial Group, Inc.?

The Employer Identification Number (EIN) reported for Cetera Financial Group, Inc. is 30-0588666.

What is the latest Form 5500 filing year for Cetera Financial Group, Inc.?

The latest loaded Form 5500 filing year for Cetera Financial Group, Inc. is 2023.

Cetera Financial Group, Inc. — 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, Cetera Financial Group, Inc. (EIN 30-0588666) is a plan sponsor located in El Segundo, CA with 2 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: 30-0588666
Location: El Segundo, CA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $229,535,980
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $229,535,980

Contributions & income

Employer contributions: $14,069,722
Participant contributions: $16,903,214
Total income / additions: $68,751,823

Expenses & distributions

Benefits paid / distributions: $13,378,782
Total expenses: $13,750,562
Net increase / (decrease): $55,001,261

Coverage

Total reported participants: 5,907
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Cetera Financial Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Cetera Financial Group, Inc. 401(K) Savings Plan	001	2,287	$229,535,980	2023
Cetera Financial Group, Inc. Welfare Benefits Plan	501	1,817	not reported in the loaded dataset	2023
Cetera Financial Group Severance Policy	502	1,803	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cetera Financial Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Cetera Financial Group, Inc. Welfare Benefits Plan	1,817	—	20240630141906NAL0003239073001
2023	Cetera Financial Group, Inc. 401(K) Savings Plan	2,287	H, C	20241010144021NAL0011616051001
2023	Cetera Financial Group Severance Policy	1,803	—	20251211134925NAL0006011155001