401(k) · DOL Form 5500 · 2022

Holthouse Carlin & Van Trigt LLP 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
188
Participants Below avg headcount
91st
Percentile by assets National rank
$383,453
Avg per participant High balance/head
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Official DOL plan name: Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust · Sponsored by Holthouse Carlin & Van Trigt LLP · California · Professional & Technical Services

$72M in assets, 188 participants

Holthouse Carlin & Van Trigt LLP's Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust reported $72M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,814 in Professional & Technical Services (21,562 peers)

Coverage in California

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust covers 188 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $72M.

#19,814
in Professional & Technical Services (21,562 peers)
-11.6%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust's outsized position by total assets

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust vs every filed plan by assets

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

$72,089,131 Top 9% higher than 91% 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

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust sits mid-pack in the medium band (188 participants).

Plan-year Form 5500 strip

Filing strip 954345526 · Holthouse Carlin & Van Trigt LLP PY 2022 · 401(k)

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust · $72M · 188 · 91st

  • PCT $72M
  • PCT 188
  • PCT 91st
  • PCT 401(k)
  • PCT near Prestage Farms Employees 401(k) Profit Sharing Plan
  • PCT ind #19814

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 Professional & Technical Services retirement plans → · Plans in California →

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust in the asset neighbourhood

Holthouse Carlin & Van Trigt LLP 401(k) Plan & TrustHolthouse Carlin & Van Trigt…$72MPrestage Farms Employees 401(k) Profit Sharing PlanPrestage Farms Employees 401…$72MConnections Education 401(k) Retirement Savings PlanConnections Education 401(k)…$72MCamden National Corporation Retirement Savings 401(k) PlanCamden National Corporation …$72MAutomotive Component Carrier, Inc. Personal Savings Plan for Hourly Rate EmployeesAutomotive Component Carrier…$72M
End-of-year total assets ($M) among Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$72M
Net Income-$11M
Employer EIN954345526
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holthouse Carlin & Van Trigt LLP)

Sponsor-wide plan assets over time

All Holthouse Carlin & Van Trigt LLP plans reported in each filing year

Latest sponsor-wide plan assets
$188M 50.294708803593856% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $125M $188M ▲ +50.3%
Year Plans Participants Total Assets
2022 2 650 $125M
2023 2 720 $154M
2024 2 769 $188M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust, Total assets ($B): 0.072089131 · Participants: 188Holthouse Carlin & Van Trigt LLP 401(k) Plan & TrustWells 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
Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust side-by-side with 3 peers →

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Prestage Farms Employees 401(k) Profit Sharing Plan in NC ($72M); by covered participants it is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust assets move in 2022? ▼
Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust pulled back noticeably - down 11.6% during 2022, from $82M to $72M. Reported net income was -$11M.
How have Holthouse Carlin & Van Trigt LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holthouse Carlin & Van Trigt LLP's sponsor-wide assets grew 50.3%, from $125M to $188M.
Where does Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Prestage Farms Employees 401(k) Profit Sharing Plan in NC ($72M, 2,093 participants).
Which 401(k) plans cover a similar participant headcount to Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants, N/A 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 954345526.

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.