401(k) · DOL Form 5500 · 2022

Holthouse Carlin & Van Trigt LLP 401(k) Plan

Data updated 2026-08-11

$72M
Total assets
188
Participants
91st
Percentile by assets
$383,453
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$72M
total plan assets (2022 EOY)
188
covered participants
91st
percentile by assets (of 139,126 plans)
$383,453
avg assets per participant

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.

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust reports 188 participants - about 30% of that state average ($72M EOY assets).

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)

$100M$120M$140M$160M$180M$200M 202220232024 $125M $188M ▲ +50.3%
Total plan assets by year, all Holthouse Carlin & Van Trigt LLP plans on file
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

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 & V…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust by total assets, not by location.

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).

Next read for Holthouse Carlin & Van Trigt LLP 401(k) …

Filing takeaways

Ways to act on Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust's numbers.