401(k) · DOL Form 5500 · 2023

Holthouse Carlin & Van Trigt LLP 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
220
Participants Below avg headcount
91st
Percentile by assets National rank
$408,663
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

$90M in assets, 220 participants

Holthouse Carlin & Van Trigt LLP's Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust reported $90M in total assets and 220 participants in its 2023 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.

  • #18,641 in Professional & Technical Services (20,321 peers)

Coverage in California

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $90M.

#18,641
in Professional & Technical Services (20,321 peers)
+24.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$89,905,954 Top 9% higher than 91% 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

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust 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. Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust reported net income rose from -$11M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust end-of-year assets rose from $72M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust reported participants rose from 188 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954345526 · Holthouse Carlin & Van Trigt LLP PY 2023 · 401(k)

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust · $90M · 220 · 91st

  • EBSA $90M
  • EBSA 220
  • EBSA 91st
  • EBSA 401(k)
  • EBSA near Dayton Superior Corporation Savings Plan
  • EBSA ind #18641

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

Fortitude Re 401(k) Plan$90MDayton Superior Corporation Savings PlanDayton Superior Corporation …$90MEmployee Retirement Savings PlanEmployee Retirement Savings …$90MHolthouse Carlin & Van Trigt LLP 401(k) Plan & TrustHolthouse Carlin & Van Trigt…$90MGreenwich Associates 401(k) Retirement Savings PlanGreenwich Associates 401(k) …$90M
End-of-year total assets ($M) among Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$90M
Net Income$16M
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): 0.089905954 · Participants: 220Holthouse Carlin & Van Trigt LLP 401(k) Plan & TrustWells 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
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 Dayton Superior Corporation Savings Plan in OH ($90M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust assets move in 2023? ▼
Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust grew sharply - up 24.7% during 2023, from $72M to $90M. Reported net income was $16M.
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 127,072 plans that reported assets for plan year 2023 (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 Dayton Superior Corporation Savings Plan in OH ($90M, 1,093 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 Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 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.