401(k) · DOL Form 5500 · 2022
Halrec, Inc. Dba Stevens Creek Toyota 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 435
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $60,523
- Avg per participant Low balance/head
Official DOL plan name: Amc 401(k) Plan · Sponsored by Halrec, Inc. Dba Stevens Creek Toyota · California · Retail Trade
$26M in assets, 435 participants
Halrec, Inc. Dba Stevens Creek Toyota's Amc 401(k) Plan reported $26M in total assets and 435 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #8,505 in Retail Trade (9,519 peers)
Where Amc 401(k) Plan sits by assets
Amc 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 435 participants (~$60,523/participant), down 0.4% in 2022.
- #8,505
- in Retail Trade (9,519 peers)
- -0.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Amc 401(k) Plan's outsized position by total assets
Amc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,327,508 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Amc 401(k) Plan 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. Amc 401(k) Plan sits mid-pack in the medium band (435 participants).
EBSA filing schedule strip
Filing strip 941441982 · Halrec, Inc. Dba Stevens Creek Toyota PY 2022 · 401(k)
Amc 401(k) Plan · $26M · 435 · 81st
- SCH $26M
- EBSA 435
- PART 81st
- TYPE 401(k)
- NET near Klondike Cheese Co. 401(k) Retirement Plan
- BOOK ind #8505
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 Retail Trade retirement plans → · Plans in California →
Amc 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$4M |
| Employer EIN | 941441982 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Halrec, Inc. Dba Stevens Creek Toyota)
Sponsor-wide plan assets over time
All Halrec, Inc. Dba Stevens Creek Toyota plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 37.96957539619777% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 435 | $26M |
| 2023 | 1 | 748 | $31M |
| 2024 | 1 | 766 | $36M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Amc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Klondike Cheese Co. 401(k) Retirement Plan in WI ($26M); by covered participants it is Flat Rock Metal Inc 401(k) Retirement Savings Plan in MI (435 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (435 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.