401(k) · DOL Form 5500 · 2022

Tolleson Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
195
Participants Below avg headcount
80th
Percentile by assets National rank
$125,260
Avg per participant Near avg balance/head
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Official DOL plan name: Tolleson Wealth Management 401(k) Plan · Sponsored by Tolleson Wealth Management, Inc. · Texas · Finance & Insurance

$24M in assets, 195 participants

Tolleson Wealth Management, Inc.'s Tolleson Wealth Management 401(k) Plan reported $24M in total assets and 195 participants in its 2022 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,316 in Finance & Insurance (9,261 peers)

Coverage in Texas

Tolleson Wealth Management 401(k) Plan covers 195 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $24M.

#6,316
in Finance & Insurance (9,261 peers)
-9.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tolleson Wealth Management 401(k) Plan's outsized position by total assets

Tolleson Wealth Management 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,425,782 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Tolleson Wealth Management 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tolleson Wealth Management 401(k) Plan sits mid-pack in the medium band (195 participants).

Plan-year Form 5500 strip

Filing strip 030430021 · Tolleson Wealth Management, Inc. PY 2022 · 401(k)

Tolleson Wealth Management 401(k) Plan · $24M · 195 · 80th

  • TYPE $24M
  • TYPE 195
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Hall's Retirement Plan
  • TYPE ind #6316

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →

Tolleson Wealth Management 401(k) Plan in the asset neighbourhood

Tolleson Wealth Management 401(k) PlanTolleson Wealth Management 4…$24MHall's Retirement Plan$24MElessent Clean Technologies Inc. 401(k) PlanElessent Clean Technologies …$24MClippard 401(k)/ Profit Sharing PlanClippard 401(k)/ Profit Shar…$24MRiskonnect, Inc. 401(k) Profit Sharing PlanRiskonnect, Inc. 401(k) Prof…$24M
End-of-year total assets ($M) among Tolleson Wealth Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$24M
Net Income-$2M
Employer EIN030430021
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tolleson Wealth Management, Inc.)

Sponsor-wide plan assets over time

All Tolleson Wealth Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 42.21929516934197% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.4M $34.7M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 195 $24M
2023 1 223 $30M
2024 1 231 $35M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tolleson Wealth Management 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Tolleson Wealth Management 401(k) Plan, Total assets ($B): 0.024425782 · Participants: 195Tolleson Wealth Management 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Tolleson Wealth Management 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Tolleson Wealth Management 401(k) Plan side-by-side with 3 peers →

Tolleson Wealth Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hall's Retirement Plan in KS ($24M); by covered participants it is Antares Pharma, Inc. Employee Savings Plan in NJ (195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tolleson Wealth Management 401(k) Plan assets move in 2022? ▼
Tolleson Wealth Management 401(k) Plan pulled back noticeably - down 9.0% during 2022, from $27M to $24M. Reported net income was -$2M.
How have Tolleson Wealth Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tolleson Wealth Management, Inc.'s sponsor-wide assets grew 42.2%, from $24M to $35M.
Where does Tolleson Wealth Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Tolleson Wealth Management 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tolleson Wealth Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hall's Retirement Plan in KS ($24M, 1,042 participants).
Which 401(k) plans cover a similar participant headcount to Tolleson Wealth Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Antares Pharma, Inc. Employee Savings Plan in NJ (195 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030430021.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.