Retirement plan

TOLL BROTHERS 401K SAVINGS PLAN

Name: TOLL BROS., INC. - TOLL BROTHERS 401K SAVINGS PLAN (2022) Form 5500
Creator: TOLL BROS., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOLL BROTHERS 401K SAVINGS PLAN, TOLL BROS., INC.

TOLL BROS., INC.EIN 23-2417123Plan #002PY 2022

1140 VIRGINIA DRIVE - FORT WASHINGTON, PA 19034215-938-8000LinkedIn11-50 employeesconstruction

Other plans on this EIN

1 filing

#003Retirement-$997K assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed March 1, 2002

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$509.9M

-11.1% from 2016

Total participants

6,216

-6.8% from 2016

Average account balance

$82,036

-4.6% from 2016

Annual return

-19.39%

-7.90 pp from 2016

Benchmarks

See 502 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort502 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$727.81M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$114K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

6,372

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

91.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.15%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$60

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND1 year Filed as: PRUDENTIAL RETIRE INS.& ANNUITY CO. Service code 15 · EIN 06-1050034	Recordkeeping	$124,564
PROSPERA FINANCIAL SERVICES7 years Filed as: PROSPERA FINANCIAL Service code 27 · EIN 81-1791099	Advisory (Plan)	$60,000
EISNERAMPER LLP8+ years Filed as: EISNERAMPER, LLP Service code 10 · EIN 87-1363769	Accounting	$25,830
PRUDENTIAL RETIREMENT INSURANCE AND8+ years Filed as: PRUDENTIAL INSURANCE CO.OF AMER. Service code 15 · EIN 22-1211670 P.O. BOX 7960 · PHILADELPHIA, PA 19176	Recordkeeping	$12,204
PRUDENTIAL RETIREMENT INSURANCE AND8+ years Filed as: THE PRUDENTIAL INS.COMPANY OF AMER. Service code 72	Other investment fees and expenses	$0

Plan features & details

Pension benefit codes2E2H2J2K3I2T2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$228K

$50 / participant

Investment mgmt$60K26.3%
Contract admin$142K62.3%
Other / not subdivided$26K11.3%

% of EOY assets

0.045%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EISNERAMPER LLP
Auditor EIN: 871363769
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,036

$76,774+6.9%

$112,270-26.9%

$77,906+5.3%

Participation rate

100.0%

80.2%+19.8pp

75.1%+24.9pp

73.7%+26.3pp

Annual return

-19.39%

-10.25%-9.1pp

27.49%-46.9pp

12.16%-31.5pp

Employer contribution / active EE

$3,773

$3,977-5.1%

$3,635+3.8%

$2,846+32.5%

Participant deferral / active EE

$8,072

$3,778+113.6%

$4,729+70.7%

$4,805+68.0%

Admin fee / account holder

$37

$239-84.7%

$6,411-99.4%

$133-72.3%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND1 year

Filed as: PRUDENTIAL RETIRE INS.& ANNUITY CO.

Service code 15 · EIN 06-1050034

Recordkeeping

$124,564

PROSPERA FINANCIAL SERVICES7 years

Filed as: PROSPERA FINANCIAL

Service code 27 · EIN 81-1791099

Advisory (Plan)

$60,000

EISNERAMPER LLP8+ years

Filed as: EISNERAMPER, LLP

Service code 10 · EIN 87-1363769

Accounting

$25,830

PRUDENTIAL RETIREMENT INSURANCE AND8+ years

Filed as: PRUDENTIAL INSURANCE CO.OF AMER.

Service code 15 · EIN 22-1211670

P.O. BOX 7960 · PHILADELPHIA, PA 19176

Recordkeeping

$12,204

PRUDENTIAL RETIREMENT INSURANCE AND8+ years

Filed as: THE PRUDENTIAL INS.COMPANY OF AMER.

Service code 72

Other investment fees and expenses

TOLL BROTHERS 401K SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOLL BROTHERS 401K SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion