401(k) · DOL Form 5500 · 2024

Tory Burch, LLC 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size: 2,179
Participants Above avg headcount: 92nd
Percentile by assets National rank: $54,038
Avg per participant Low balance/head

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

$118M in assets, 2,179 participants

Tory Burch, LLC's Tory Burch, LLC 401(k) Plan reported $118M in total assets and 2,179 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

#7,658 in Retail Trade (8,048 peers)

Coverage in New York

Tory Burch, LLC 401(k) Plan covers 2,179 participants in New York, 2.7x the typical New York plan (state average ~798 per filing). Assets: $118M.

#7,658
in Retail Trade (8,048 peers): +25.5%
assets growth YoY: 1.2×
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 2024 · DOL Form 5500

$117,748,110 Top 8% higher than 92% 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

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

Plan-year 2024 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 (2,179 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Tory Burch, LLC 401(k) Plan end-of-year assets rose from $94M in the plan year 2023 filing to $118M in the plan year 2024 filing.
Tory Burch, LLC 401(k) Plan reported net income rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Tory Burch, LLC 401(k) Plan reported participants fell from 2,205 in the plan year 2023 filing to 2,179 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 562384277 · Tory Burch, LLC PY 2024 · 401(k)

Tory Burch, LLC 401(k) Plan · $118M · 2,179 · 92nd

RANK $118M
PHOTO 2,179
IND 92nd
EOY 401(k)
5500 near Iwco Retirement Savings Plan
ASSETS ind #7658

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 →

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 2024.

New York filing particulars

Total Assets (Beginning of Year)	$94M
Net Assets (End of Year)	$118M
Net Income	$24M
Employer EIN	562384277
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Tory Burch, LLC)

Latest sponsor-wide plan assets: $118M 66.4429110310407% vs 2022; 2024 filing year

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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

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 Iwco Retirement Savings Plan in MN ($118M); by covered participants it is Growmark 401(k) Plan in IL (2,180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118M here).

Iwco Retirement Savings Plan (MN) $118M · 1,006
The Vertex Companies, LLC 401(k) Plan (MA) $118M · 639
Bh Shoe Holdings, Inc. Investment and Retirement Plan (401(k) Plan for Non Union Employees) (CT) $118M · 1,078
Smurfit Kappa North America 401(k)/Profit Sharing Plan (TX) $118M · 1,081

Similar participant headcount

Nearest other-state filings by covered participants (2,179 participants); asset peers above are excluded.

Growmark 401(k) Plan (IL) 2,180 · 1 off
Advanced Technology Services, Inc. 401(k) Psp (IL) 2,178 · 1 off
Acuity Brands, Inc. 401(k) Plan (GA) 2,180 · 1 off
Watson Clinic LLP 401(k) Profit Sharing Plan (FL) 2,178 · 1 off

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 Tory Burch, LLC 401(k) Plan assets move in 2024? ▼

Tory Burch, LLC 401(k) Plan grew sharply - up 25.5% during 2024, from $94M to $118M. Reported net income was $24M.

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 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Iwco Retirement Savings Plan in MN ($118M, 1,006 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 Growmark 401(k) Plan in IL (2,180 participants, $286M 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 562384277.