Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TOLL BROS., INC.
EIN 23-2417123constructionLatest filing 2025
Plans
3
Retirement
2
$728.8M assets
Welfare
1
$7.6M premiums
Participants
11,351
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $728.8M assets / 6,887 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- PRUDENTIAL RETIREMENT INSURANCE AND100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.6M premiums / 4,513 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.8M
- Life$1.6M
- Vision$1.2M
- Long-term disability$839K
- Short-term disability$754K
- Health$719K
- +3 more
Carrier market share
Premium dollars by Schedule A carrier
44%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY44%
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY36%
- ANTHEM LIFE INSURANCE COMPANY10%
- VISION SERVICE PLAN7%
- AETNA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
97%top
- MARSH & MCLENNAN AGENCY LLC97%
- CHOICE FINANCIAL GROUP LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TOLL BROTHERS 401K SAVINGS PLAN
401k
Assets$727.8M
Participants6,814
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TOLL MANUFACTURING 401K SAVINGS PLAN
401k
Assets$1.0M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
TOLL BROTHERS, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - BERKSHIRE HATHAWAY SPECIALTY COMPANY
Premiums$7.6M
Covered lives4,513
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TOLL BROTHERS 401K SAVINGS PLAN | 401k | $727.8M | 6,814 | 2024 | |
| 003 | TOLL MANUFACTURING 401K SAVINGS PLAN | 401k | $1.0M | 73 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | TOLL BROTHERS, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | BERKSHIRE HATHAWAY SPECIALTY COMPANY | $7.6M | 4,513 | 2025 |
Retirement plans
Welfare plans