Toll Bros 401(k) match, vesting and fees
What Toll Bros' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Eisneramper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 84 defined-contribution plans in construction with 5,000 to 9,999 participants.
| Toll Bros: employer contribution per participant | $2,989 | |
| Peer median | $2,724 |
| Toll Bros: average balance | $114,220 | |
| Peer median | $57,731 |
| Toll Bros: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $616M at the end of plan year 2021 to $728M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,814 | $728M | $19M | $2,989 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 6,204 | $627M | $17.3M | $2,790 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 6,216 | $510M | $17.1M | $2,751 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 5,711 | $616M | $16M | $2,794 | 0.04% | Not published | Form 5500 ↗ |
Other Toll Bros plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Toll Manufacturing 401k Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Toll Bros match 401(k) contributions?
The match terms for the Toll Brothers 401k Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $19M in employer contributions, about $2,989 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Toll Bros 401(k) match vested?
The vesting schedule for the Toll Brothers 401k Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Toll Bros 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Toll Bros., Inc..
I left Toll Bros. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Toll Bros., Inc., (215) 938-8000) or the recordkeeper, Empower Annuity Insurance Company. The Toll Bros old 401(k) page lists the contacts from every plan filing. Find an old Toll Bros 401(k)
Data from the public Form 5500 annual reports Toll Bros filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Toll Bros. Not financial advice. Report a correction · Methodology