401(k) · DOL Form 5500 · 2023

Holthouse Carlin & Van Trigt LLP 401(k) Plan

Data updated 2026-08-11

$90M
Total assets
220
Participants
91st
Percentile by assets
$408,663
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

$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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$90M
total plan assets (2023 EOY)
220
covered participants
91st
percentile by assets (of 127,072 plans)
$408,663
avg assets per participant

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 →

State
California
Industry
Professional & Technical Services

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 220 participants - about 35% of that state average ($90M EOY assets).

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)

$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…Intel 401(k) Savings…Apple 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) … side-by-side with 3 peers →

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 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).

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.

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.