401(k) · DOL Form 5500 · 2022
Houlihan Lokey 401(k) Plan
Data updated 2026-08-11
- $251M
- Total assets
- 1,324
- Participants
- 96th
- Percentile by assets
- $189,623
- Avg per participant
Official DOL plan name: Houlihan Lokey Retirement Savings Plan · Sponsored by Houlihan Lokey · California · Finance & Insurance
$251M in assets, 1,324 participants
Houlihan Lokey's Houlihan Lokey Retirement Savings Plan reported $251M in total assets and 1,324 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 96th percentile by assets (of 139,126 plans)
- #8,682 in Finance & Insurance (9,261 peers)
Coverage in California
Houlihan Lokey Retirement Savings Plan covers 1,324 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $251M.
- $251M
- total plan assets (2022 EOY)
- 1,324
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $189,623
- avg assets per participant
The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Houlihan Lokey Retirement Savings Plan reports 1,324 participants - 2.1x that state average ($251M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $268M |
|---|---|
| Net Assets (End of Year) | $251M |
| Net Income | -$32M |
| Employer EIN | 952770395 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Houlihan Lokey)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,324 | $251M |
| 2023 | 1 | 1,759 | $325M |
| 2024 | 1 | 1,669 | $396M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Houlihan Lokey Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Houlihan Lokey Retirement Savings Plan by total assets, not by location.
- Noble Services Company LLC 401(k) and Profit Sharing Plan (TX) $251M · 1,307
- Convergint Technologies LLC 401(k) Profit-Sharing Plan (IL) $251M · 4,594
- Security Benefit Associates Profit Sharing and Savings Plan (KS) $251M · 1,296
- Tax-Favored Savings Program (KS) $251M · 1,606
Frequently Asked Questions
How did Houlihan Lokey Retirement Savings Plan assets move in 2022? ▼
How have Houlihan Lokey plan assets changed over time? ▼
Where does Houlihan Lokey Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Houlihan Lokey Retirement Savings Plan? ▼
Next read for Houlihan Lokey Retirement Savings Plan
Filing takeaways
Ways to act on Houlihan Lokey Retirement Savings Plan's numbers.
- By total assets, Houlihan Lokey Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Houlihan Lokey's sponsor-wide assets have grown 57.9% since 2022 across 3 plan years on file. More Finance & Insurance plans