401(k)
2023 plan-year 401(k) DOL Form 5500

Toll Brothers 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Toll Bros., Inc. · Pennsylvania · Construction

What the 2023 filing shows

Toll Brothers 401(k) Savings Plan holds $627M for 4,532 participants — about $138,459 per participant, up 23.1% over the 2023 plan year.

$627M
total plan assets (2023 EOY)
4,532
covered participants
$138,459
avg assets per participant
+23.1%
assets growth YoY
Total Assets (2023)
$627M
Participants
4,532
State
Industry
Construction

What the Filing Says About Toll Brothers 401(k) Savings Plan

Toll Brothers 401(k) Savings Plan is a 401(k) retirement plan sponsored by Toll Bros., Inc., headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $627M in total end-of-year assets and covers 4,532 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 232417123, and the plan has been effective since 1976-04-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $510M at the beginning of 2023 to $627M at year-end — a gain of 23.1%. Net assets (after liabilities) closed the year at $627M, with reported net income of $118M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$510M
Total Assets (End of Year)$627M
Net Assets (End of Year)$627M
Net Income$118M
Plan Type401(k)
Employer EIN232417123
Plan Effective Date1976-04-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Toll Bros., Inc.)

Year Plans Participants Total Assets
2022 1 4,283 $510M
2023 1 4,532 $627M
2024 1 4,361 $728M

Nearby 401(k) Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the Toll Brothers 401(k) Savings Plan?
As of the 2023 Form 5500 filing, Toll Brothers 401(k) Savings Plan holds $627M in total assets with 4,532 participants. It is sponsored by Toll Bros., Inc..
What type of plan is Toll Brothers 401(k) Savings Plan?
Toll Brothers 401(k) Savings Plan is a 401(k) plan. It has been effective since 1976-04-30. The plan is filed with the U.S. Department of Labor under EIN 232417123.
Who sponsors the Toll Brothers 401(k) Savings Plan?
Toll Brothers 401(k) Savings Plan is sponsored by Toll Bros., Inc., located in Pennsylvania. The sponsor's EIN is 232417123 and the plan operates in the Construction industry.
How did Toll Brothers 401(k) Savings Plan perform in 2023?
Toll Brothers 401(k) Savings Plan grew by 23.1% during 2023, moving from $510M to $627M in total assets. Net income was $118M.
Where can I find official filings for Toll Brothers 401(k) Savings Plan?
Official Form 5500 filings for Toll Brothers 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232417123 or plan name at efast.dol.gov.
How does Toll Brothers 401(k) Savings Plan compare to other plans?
You can compare Toll Brothers 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 232417123.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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