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Form 5500 · Retirement plan · FORT WASHINGTON, PA

TOLL BROS., INC.

The filing calls this plan TOLL BROTHERS 401K SAVINGS PLAN.

TOLL BROS., INC. of FORT WASHINGTON, PA's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Marchas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2417123 · plan 002 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
6,204
Contracts on file
2
Contract value
$317,280,208
Plan year end
March

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with EMPOWER ANNUITY INSURANCE COMPANY.

The contracts held $317,280,208 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in March.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC5,780December$317,280,208$0
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY—0March—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
TOLL BROS., INC.
EIN 23-2417123
EISNERAMPER, LLP
Accounting and audit · EIN 87-1363769
$24,150
paid directly by the plan
PRUDENTIAL RETIRE INS.& ANNUITY CO.
Recordkeeping and information management · EIN 06-1050034
$20,089
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$727,809,033
Paid out in benefits
$53,956,314
Participants at the start of the year
6,204
Participants with account balances
6,372

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 06-1050034
PRUDENTIAL RETIRE INS.& ANNUITY CO.
Independent accountantEIN 87-1363769
EISNERAMPER LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$24,150

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

More employer plans in Pennsylvania — largest plans, brokers, carriers and renewal months.

TOLL BROS., INC. Toll Brothers 401k Savings Plan — retirement plan: annuity and GIC contracts on Schedule A · Form5500Lookup