401(k) · DOL Form 5500 · 2024

Banker's Toolbox, Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
582
Participants Below avg headcount
88th
Percentile by assets National rank
$131,450
Avg per participant Near avg balance/head
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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.

  • #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.

#18,042
in Professional & Technical Services (20,173 peers)
+30.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Abrigo Employee Savings Plan's outsized position 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

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 2024

Abrigo Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Abrigo Employee Savings Plan sits mid-pack in the medium band (582 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 474367478 · Banker's Toolbox, Inc. PY 2024 · 401(k)

Abrigo Employee Savings Plan · $77M · 582 · 88th

  • EBSA $77M
  • EBSA 582
  • EBSA 88th
  • EBSA 401(k)
  • EBSA near Moseley Architects, P.C. 401(k) Plan
  • EBSA ind #18042

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 Professional & Technical Services retirement plans → · Plans in Texas →

Abrigo Employee Savings Plan in the asset neighbourhood

Enterprise Select Pooled Employer PlanEnterprise Select Pooled Emp…$77MAbrigo Employee Savings Plan$77MMoseley Architects, P.C. 401(k) PlanMoseley Architects, P.C. 401…$76MNorthwest Orthopaedic Specialist, P.S. 401(k) Savings PlanNorthwest Orthopaedic Specia…$76MGarratt-Callahan Company Employees' Profit Sharing PlanGarratt-Callahan Company Emp…$76M
End-of-year total assets ($M) among Abrigo Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$77M
Net Income$16M
Employer EIN474367478
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Banker's Toolbox, Inc.)

Sponsor-wide plan assets over time

All Banker's Toolbox, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 84.53752495963282% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $41.5M $76.5M ▲ +84.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Abrigo Employee Savings Plan, Total assets ($B): 0.076503611 · Participants: 582Abrigo Employee Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Abrigo Employee Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Abrigo Employee Savings Plan side-by-side with 3 peers →

Abrigo Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Moseley Architects, P.C. 401(k) Plan in VA ($76M); by covered participants it is Elevations Credit Union Capital Accumulation Plan in CO (582 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (582 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Abrigo Employee Savings Plan assets move in 2024? ▼
Abrigo Employee Savings Plan surged - up 30.0% during 2024, from $59M to $77M. Reported net income was $16M.
How have Banker's Toolbox, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Banker's Toolbox, Inc.'s sponsor-wide assets grew 84.5%, from $41M to $77M.
Where does Abrigo Employee Savings Plan rank by assets among Form 5500 filers? ▼
Abrigo Employee Savings Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Abrigo Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moseley Architects, P.C. 401(k) Plan in VA ($76M, 318 participants).
Which 401(k) plans cover a similar participant headcount to Abrigo Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Elevations Credit Union Capital Accumulation Plan in CO (582 participants, $78M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474367478.

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.