401(k) · DOL Form 5500 · 2023

Tory Burch, LLC 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
2,205
Participants Above avg headcount
91st
Percentile by assets National rank
$42,539
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tory Burch, LLC 401(k) Plan · Sponsored by Tory Burch, LLC · New York · Retail Trade

$94M in assets, 2,205 participants

Tory Burch, LLC's Tory Burch, LLC 401(k) Plan reported $94M in total assets and 2,205 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,978 in Retail Trade (8,414 peers)

Coverage in New York

Tory Burch, LLC 401(k) Plan covers 2,205 participants in New York, 2.8x the typical New York plan (state average ~798 per filing). Assets: $94M.

#7,978
in Retail Trade (8,414 peers)
+32.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Tory Burch, LLC 401(k) Plan's outsized position by total assets

Tory Burch, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$93,798,467 Top 9% higher than 91% 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

Tory Burch, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tory Burch, LLC 401(k) Plan lands in the large band (2,205 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tory Burch, LLC 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Tory Burch, LLC 401(k) Plan reported participants rose from 1,453 in the plan year 2022 filing to 2,205 in the plan year 2023 filing.
  • Tory Burch, LLC 401(k) Plan end-of-year assets rose from $71M in the plan year 2022 filing to $94M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 562384277 · Tory Burch, LLC PY 2023 · 401(k)

Tory Burch, LLC 401(k) Plan · $94M · 2,205 · 91st

  • RANK $94M
  • PHOTO 2,205
  • IND 91st
  • EOY 401(k)
  • 5500 near Dayton Progress/Pcs Employee Retirement Plan
  • ASSETS ind #7978

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 Retail Trade retirement plans → · Plans in New York →

Tory Burch, LLC 401(k) Plan in the asset neighbourhood

Tory Burch, LLC 401(k) Plan$94MDayton Progress/Pcs Employee Retirement PlanDayton Progress/Pcs Employee…$94MKentucky Farm Bureau Mutual Insurance Company 401(k) PlanKentucky Farm Bureau Mutual …$94MSignant Health 401(k) Plan$94MThe Contractors Retirement PlanThe Contractors Retirement P…$94M
End-of-year total assets ($M) among Tory Burch, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$94M
Net Income$23M
Employer EIN562384277
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tory Burch, LLC)

Sponsor-wide plan assets over time

All Tory Burch, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$118M 66.4429110310407% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $70.7M $118M ▲ +66.5%
Year Plans Participants Total Assets
2022 1 1,453 $71M
2023 1 2,205 $94M
2024 1 2,179 $118M

Nearby 401(k) Plans in New York

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

Tory Burch, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tory Burch, LLC 401(k) Plan, Total assets ($B): 0.093798467 · Participants: 2205Tory Burch, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Tory Burch, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tory Burch, LLC 401(k) Plan side-by-side with 3 peers →

Tory Burch, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dayton Progress/Pcs Employee Retirement Plan in OH ($94M); by covered participants it is Acuity Brands, Inc. 401(k) Plan in GA (2,205 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,205 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 Tory Burch, LLC 401(k) Plan assets move in 2023? ▼
Tory Burch, LLC 401(k) Plan surged - up 32.6% during 2023, from $71M to $94M. Reported net income was $23M.
How have Tory Burch, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tory Burch, LLC's sponsor-wide assets grew 66.4%, from $71M to $118M.
Where does Tory Burch, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Tory Burch, LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Tory Burch, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dayton Progress/Pcs Employee Retirement Plan in OH ($94M, 587 participants).
Which 401(k) plans cover a similar participant headcount to Tory Burch, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acuity Brands, Inc. 401(k) Plan in GA (2,205 participants, $459M 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 562384277.

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.