401(k) · DOL Form 5500 · 2024
Banker's Toolbox, Inc. 401(k) Plan
Data updated 2026-08-11
- $77M
- Total assets
- 582
- Participants
- 88th
- Percentile by assets
- $131,450
- Avg per participant
Official DOL plan name: Abrigo Employee Savings Plan · Sponsored by Banker's Toolbox, Inc. · Texas · Professional & Technical Services
$77M in assets, 582 participants
Banker's Toolbox, Inc.'s Abrigo Employee Savings Plan reported $77M in total assets and 582 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #18,042 in Professional & Technical Services (20,173 peers)
Where Abrigo Employee Savings Plan sits by assets
Abrigo Employee Savings Plan sits in the top quartile of all filed plans by assets, $77M for 582 participants (~$131,450/participant), up 30.0% in 2024.
- $77M
- total plan assets (2024 EOY)
- 582
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $131,450
- avg assets per participant
Where Abrigo Employee Savings Plan sits by total assets
Abrigo Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$76,503,611 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Abrigo Employee Savings Plan end-of-year assets rose from $59M in the plan year 2023 filing to $77M in the plan year 2024 filing.
- Abrigo Employee Savings Plan reported net income fell from $17M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Abrigo Employee Savings Plan reported participants rose from 558 in the plan year 2023 filing to 582 in the plan year 2024 filing.
Abrigo Employee Savings Plan vs the 2024 asset distribution
By assets, Abrigo Employee Savings Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $16M |
| Employer EIN | 474367478 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Banker's Toolbox, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 534 | $41M |
| 2023 | 1 | 558 | $59M |
| 2024 | 1 | 582 | $77M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Abrigo Employee Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Abrigo Employee Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Abrigo Employee Savings Plan assets move in 2024? ▼
How have Banker's Toolbox, Inc. plan assets changed over time? ▼
Where does Abrigo Employee Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Abrigo Employee Savings Plan? ▼
Next read for Abrigo Employee Savings Plan
Scale reading
Ways to act on Abrigo Employee Savings Plan's numbers.
- By total assets, Abrigo Employee Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Banker's Toolbox, Inc.'s sponsor-wide assets have grown 84.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans