Plan Ledger DOL Form 5500 · updated monthly

Toll Bros., Inc.401(k)

TOLL BROTHERS 401K SAVINGS PLAN · FORT WASHINGTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Toll Bros., Inc. reported $380,234 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $3,881 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 110th-largest of 3,651 plans among Pennsylvania employers on file, and the 86th of 5,337 in construction. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$727,809,033
Participants with balances6,372
Active participants4,908
Employer contributions$19,047,690
Employee contributions$40,147,578
Employer contribution per active participant$3,881
Average account balance$114,220
Benefits paid to participants$53,956,314
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$727.8M · 6,372 accts · $19.0M emplr
2023$627.5M · 6,204 accts · $17.3M emplr
2022$509.9M · 6,216 accts · $17.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$296,084
Investment management$60,000
Audit (IQPA)$24,150
Total administrative$380,234
The Toll Bros., Inc. 401(k) match · 2024
Employer contribution per active participant$3,881
Median for plans this size$4,294
2024$3,881 per active participant
2023$3,969 per active participant
2022$3,773 per active participant

Toll Bros., Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRUDENTIAL RETIRE INS.& ANNUITY CO. · Recordkeeping · Loan processing$20,089
CORDATUS WEALTH MANAGEMENT LLC · Investment advisory (plan)$60,000
EISNERAMPER, LLP · Accounting / audit$24,150

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Prudential
2023Prudential

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$380,234 · 0.06%
2023$254,957 · 0.04%
2022$227,920 · 0.04%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 232417123 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.