How big is Commonwealth Trust Company's plan?

Commonwealth Trust Company's plan reported $5.9M in assets and 52 participants for 2025.

Original filing (PDF)20260428141921NAL0021733826001

Commonwealth Trust Company

Name: Commonwealth Trust Company — Commonwealth Trust, Form 5500 (2025)
Creator: Commonwealth Trust Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Commonwealth Trust Company 401(k) Plan

401(k) retirement plan · Commonwealth Trust Company's Commonwealth Trust Company 401(k) Plan held $5.9M in plan assets for 52 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Caroline Dickerson signed Commonwealth Trust Company's 2025 Form 5500 as plan administrator.

Caroline Dickerson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Commonwealth Trust Company's EIN is 51-0009125.

EIN 51-0009125

Plan number 001

Plan year 2025

ACK ID 20260428141921NAL0021733826001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Commonwealth Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Commonwealth Trust Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMONWEALTH TRUST COMPANY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score