401(k) · DOL Form 5500 · 2022

Houlihan Lokey 401(k) Plan

Data updated 2026-08-25

$251M
Total assets Near avg plan size
1,324
Participants Near avg headcount
96th
Percentile by assets National rank
$189,623
Avg per participant Above avg balance/head
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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.

  • #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.

#8,682
in Finance & Insurance (9,261 peers)
-6.4%
assets change YoY
2.5×
vs typical plan assets (national mean)

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.

Houlihan Lokey Retirement Savings Plan's outsized position by total assets

Houlihan Lokey Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$251,061,123 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Houlihan Lokey Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houlihan Lokey Retirement Savings Plan lands in the large band (1,324 participants).

Form 5500 schedule snapshot

Filing strip 952770395 · Houlihan Lokey PY 2022 · 401(k)

Houlihan Lokey Retirement Savings Plan · $251M · 1,324 · 96th

  • PART $251M
  • PART 1,324
  • PART 96th
  • PART 401(k)
  • PART near Noble Services Company LLC 401(k) and Profit Sharing Plan
  • PART ind #8682

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Houlihan Lokey Retirement Savings Plan in the asset neighbourhood

Tax-Favored Savings Program$251MNoble Services Company LLC 401(k) and Profit Sharing PlanNoble Services Company LLC 4…$251MHoulihan Lokey Retirement Savings PlanHoulihan Lokey Retirement Sa…$251MConvergint Technologies LLC 401(k) Profit-Sharing PlanConvergint Technologies LLC …$251MSecurity Benefit Associates Profit Sharing and Savings PlanSecurity Benefit Associates …$251M
End-of-year total assets ($M) among Houlihan Lokey Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$268M
Net Assets (End of Year)$251M
Net Income-$32M
Employer EIN952770395
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houlihan Lokey)

Sponsor-wide plan assets over time

All Houlihan Lokey plans reported in each filing year

Latest sponsor-wide plan assets
$396M 57.904611937866626% vs 2022
2024 filing year
$200M$250M$300M$350M$400M$450M 202220232024 $251M $396M ▲ +57.9%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Houlihan Lokey Retirement Savings Plan, Total assets ($B): 0.251061123 · Participants: 1324Houlihan Lokey Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Houlihan Lokey Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Houlihan Lokey Retirement Savings Plan side-by-side with 3 peers →

Houlihan Lokey Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Noble Services Company LLC 401(k) and Profit Sharing Plan in TX ($251M); by covered participants it is Running Supply, Inc. 401(k) Profit Sharing Plan in MN (1,324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,324 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Houlihan Lokey Retirement Savings Plan assets move in 2022? ▼
Houlihan Lokey Retirement Savings Plan pulled back noticeably - down 6.4% during 2022, from $268M to $251M. Reported net income was -$32M.
How have Houlihan Lokey plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houlihan Lokey's sponsor-wide assets grew 57.9%, from $251M to $396M.
Where does Houlihan Lokey Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Houlihan Lokey Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Houlihan Lokey Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Noble Services Company LLC 401(k) and Profit Sharing Plan in TX ($251M, 1,307 participants).
Which 401(k) plans cover a similar participant headcount to Houlihan Lokey Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Running Supply, Inc. 401(k) Profit Sharing Plan in MN (1,324 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952770395.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.