Toll Bros., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Toll Bros., Inc. (EIN 23-2417123) is a plan sponsor located in Fort Washington, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-2417123
Location
Fort Washington, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$627,496,919
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$627,496,919

Contributions & income

Employer contributions
$17,307,522
Participant contributions
$36,810,953
Total income / additions
$162,440,638

Expenses & distributions

Benefits paid / distributions
$44,623,531
Total expenses
$44,878,488
Net increase / (decrease)
$117,562,150

Coverage

Total reported participants
11,081
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Toll Bros., Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Toll Brothers 401k Savings Plan0026,216$627,496,9192023
Toll Brothers, Inc. Health And Welfare Benefit Plan5034,865not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Toll Bros., Inc.
YearPlanParticipantsSchedulesFiling
2023Toll Brothers, Inc. Health And Welfare Benefit Plan4,86520240709171902NAL0008987923001
2023Toll Brothers 401k Savings Plan6,216H, C20241014100437NAL0026980193001

Related Form 5500 pages