401(k) · DOL Form 5500 · 2023

Tolleson Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
223
Participants Below avg headcount
79th
Percentile by assets National rank
$132,362
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

$30M in assets, 223 participants

Tolleson Wealth Management, Inc.'s Tolleson Wealth Management 401(k) Plan reported $30M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,013 in Finance & Insurance (8,869 peers)

Coverage in Texas

Tolleson Wealth Management 401(k) Plan covers 223 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $30M.

#6,013
in Finance & Insurance (8,869 peers)
+20.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$29,516,793 Top 21% higher than 79% of 127,068 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 2023

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

Plan-year 2023 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 (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tolleson Wealth Management 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Tolleson Wealth Management 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Tolleson Wealth Management 401(k) Plan reported participants rose from 195 in the plan year 2022 filing to 223 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030430021 · Tolleson Wealth Management, Inc. PY 2023 · 401(k)

Tolleson Wealth Management 401(k) Plan · $30M · 223 · 79th

  • ASSETS $30M
  • ASSETS 223
  • ASSETS 79th
  • ASSETS 401(k)
  • ASSETS near Orange County Bancorp Inc. 401(k)Plan
  • ASSETS ind #6013

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

Project Consulting Services, Inc. 401(k) PlanProject Consulting Services,…$30MTolleson Wealth Management 401(k) PlanTolleson Wealth Management 4…$30MOrange County Bancorp Inc. 401(k)PlanOrange County Bancorp Inc. 4…$30MOtc Markets Group Inc. 401(k) PlanOtc Markets Group Inc. 401(k…$30MG&w Laboratories Inc. Retirement PlanG&w Laboratories Inc. Retire…$30M
End-of-year total assets ($M) among Tolleson Wealth Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$5M
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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Tolleson Wealth Management 401(k) Plan, Total assets ($B): 0.029516793 · Participants: 223Tolleson Wealth Management 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell 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 Orange County Bancorp Inc. 401(k)Plan in NY ($30M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Tolleson Wealth Management 401(k) Plan grew sharply - up 20.8% during 2023, from $24M to $30M. Reported net income was $5M.
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 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Orange County Bancorp Inc. 401(k)Plan in NY ($30M, 186 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 Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.