401(k) · DOL Form 5500 · 2023

Halrec, Inc. Dba Stevens Creek Toyota 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
748
Participants Near avg headcount
80th
Percentile by assets National rank
$41,127
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amc 401(k) Plan · Sponsored by Halrec, Inc. Dba Stevens Creek Toyota · California · Retail Trade

$31M in assets, 748 participants

Halrec, Inc. Dba Stevens Creek Toyota's Amc 401(k) Plan reported $31M in total assets and 748 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,405 in Retail Trade (8,414 peers)

Where Amc 401(k) Plan sits by assets

Amc 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 748 participants (~$41,127/participant), up 16.8% in 2023.

#7,405
in Retail Trade (8,414 peers)
+16.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$30,763,084 Top 20% higher than 80% of 127,068 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 2023

Amc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (748 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amc 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Amc 401(k) Plan reported participants rose from 435 in the plan year 2022 filing to 748 in the plan year 2023 filing.
  • Amc 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941441982 · Halrec, Inc. Dba Stevens Creek Toyota PY 2023 · 401(k)

Amc 401(k) Plan · $31M · 748 · 80th

  • PCT $31M
  • PCT 748
  • PCT 80th
  • PCT 401(k)
  • PCT near Stratacache 401(k) Investment Plan
  • PCT ind #7405

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

The Frisch School 401(k) Plan$31MAmc 401(k) Plan$31MStratacache 401(k) Investment PlanStratacache 401(k) Investmen…$31MAirrosti Rehab Centers, LLC 401(k) PlanAirrosti Rehab Centers, LLC …$31MSchulte Building Systems 401(k) PlanSchulte Building Systems 401…$31M
End-of-year total assets ($M) among Amc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN941441982
Plan Effective Date1994-01-01
Filing StatusFILING 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
$25M$30M$35M$40M 202220232024 $26.3M $36.3M ▲ +37.9%
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.

Amc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Amc 401(k) Plan, Total assets ($B): 0.030763084 · Participants: 748Amc 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Amc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Amc 401(k) Plan side-by-side with 3 peers →

Amc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stratacache 401(k) Investment Plan in OH ($31M); by covered participants it is Cit Trucks Retirement Readiness Plan in IL (748 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (748 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Amc 401(k) Plan assets move in 2023? ▼
Amc 401(k) Plan grew sharply - up 16.8% during 2023, from $26M to $31M. Reported net income was $4M.
How have Halrec, Inc. Dba Stevens Creek Toyota plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halrec, Inc. Dba Stevens Creek Toyota's sponsor-wide assets grew 38.0%, from $26M to $36M.
Where does Amc 401(k) Plan rank by assets among Form 5500 filers? ▼
Amc 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Amc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stratacache 401(k) Investment Plan in OH ($31M, 460 participants).
Which 401(k) plans cover a similar participant headcount to Amc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cit Trucks Retirement Readiness Plan in IL (748 participants, $47M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941441982.

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.