401(k) · DOL Form 5500 · 2024

Tolleson Wealth Management, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
231
Participants Below avg headcount
79th
Percentile by assets National rank
$150,382
Avg per participant Above 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

$35M in assets, 231 participants

Tolleson Wealth Management, Inc.'s Tolleson Wealth Management 401(k) Plan reported $35M in total assets and 231 participants in its 2024 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.

  • #5,809 in Finance & Insurance (8,549 peers)

Coverage in Texas

Tolleson Wealth Management 401(k) Plan covers 231 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $35M.

#5,809
in Finance & Insurance (8,549 peers)
+17.7%
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 2024 · DOL Form 5500

$34,738,175 Top 21% higher than 79% 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

Tolleson Wealth Management 401(k) 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. Tolleson Wealth Management 401(k) Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tolleson Wealth Management 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Tolleson Wealth Management 401(k) Plan reported participants rose from 223 in the plan year 2023 filing to 231 in the plan year 2024 filing.
  • Tolleson Wealth Management 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 030430021 · Tolleson Wealth Management, Inc. PY 2024 · 401(k)

Tolleson Wealth Management 401(k) Plan · $35M · 231 · 79th

  • EOY $35M
  • 5500 231
  • ASSETS 79th
  • PCT 401(k)
  • EIN near Textainer Equipment Management (U.S.) Limited 401(k) Profit Sharing Plan
  • RANK ind #5809

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

Tolleson Wealth Management 401(k) PlanTolleson Wealth Management 4…$35MTextainer Equipment Management (U.S.) Limited 401(k) Profit Sharing PlanTextainer Equipment Manageme…$35MUSA Properties Fund 401(k) Savings PlanUSA Properties Fund 401(k) S…$35MGryphon Investors 401(k) Retirement PlanGryphon Investors 401(k) Ret…$35MStark Carpet Corp. 401(k) PlanStark Carpet Corp. 401(k) Pl…$35M
End-of-year total assets ($M) among Tolleson Wealth Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
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): 0.034738175 · Participants: 231Tolleson Wealth Management 401(k) 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
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 Textainer Equipment Management (U.S.) Limited 401(k) Profit Sharing Plan in CA ($35M); by covered participants it is Unitek College Utah, LLC 401(k) Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Tolleson Wealth Management 401(k) Plan assets move in 2024? ▼
Tolleson Wealth Management 401(k) Plan grew sharply - up 17.7% during 2024, from $30M to $35M. 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 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 Tolleson Wealth Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Textainer Equipment Management (U.S.) Limited 401(k) Profit Sharing Plan in CA ($35M, 78 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 Unitek College Utah, LLC 401(k) Plan in CA (231 participants, N/A 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 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.