401(k) · DOL Form 5500 · 2022

Holthouse Carlin & Van Trigt LLP 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
462
Participants Below avg headcount
88th
Percentile by assets National rank
$114,963
Avg per participant Below avg balance/head
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Official DOL plan name: Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II · Sponsored by Holthouse Carlin & Van Trigt LLP · California · Professional & Technical Services

$53M in assets, 462 participants

Holthouse Carlin & Van Trigt LLP's Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II reported $53M in total assets and 462 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,314 in Professional & Technical Services (21,562 peers)

Where Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II sits by assets

Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II sits in the top quartile of all filed plans by assets, $53M for 462 participants (~$114,963/participant), down 10.9% in 2022.

#19,314
in Professional & Technical Services (21,562 peers)
-10.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $5M 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 and Trust II's outsized position by total assets

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

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

$53,113,101 Top 12% higher than 88% 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 and Trust II 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 and Trust II sits mid-pack in the medium band (462 participants).

Published 5500 schedule card

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

Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II · $53M · 462 · 88th

  • VS-ST $53M
  • BOY 462
  • SCH 88th
  • EBSA 401(k)
  • PART near Birmingham Radiological Group, P.C. 401(k) Profit Sharing Plan
  • TYPE ind #19314

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 and Trust II in the asset neighbourhood

Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust IIHolthouse Carlin & Van Trigt…$53MBirmingham Radiological Group, P.C. 401(k) Profit Sharing PlanBirmingham Radiological Grou…$53MIn-Q-Tel 401(k) Safe Harbor PlanIn-Q-Tel 401(k) Safe Harbor …$53MDelta Dental of Wisconsin, Inc. Retirement PlanDelta Dental of Wisconsin, I…$53MLiquidpower Specialty Products Inc. 401(k) and Profit Sharing PlanLiquidpower Specialty Produc…$53M
End-of-year total assets ($M) among Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$53M
Net Income-$5M
Employer EIN954345526
Plan Effective Date2006-01-01
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 and Trust II vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II, Total assets ($B): 0.053113101 · Participants: 462Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust IIWells 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 and Trust II vs. nearby 401(k) plans in California, assets vs. participants
Compare Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Birmingham Radiological Group, P.C. 401(k) Profit Sharing Plan in AL ($53M); by covered participants it is Southeastern Health Services of Pennsylvania, Inc. 401(k) Profit Sharing Plan in PA (462 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (462 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 and Trust II assets move in 2022? ▼
Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II pulled back noticeably - down 10.9% during 2022, from $60M to $53M. Reported net income was -$5M.
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 and Trust II rank by assets among Form 5500 filers? ▼
Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II? ▼
Among 401(k) plans in other states, the closest by assets is Birmingham Radiological Group, P.C. 401(k) Profit Sharing Plan in AL ($53M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Health Services of Pennsylvania, Inc. 401(k) Profit Sharing Plan in PA (462 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.