401(k) · DOL Form 5500 · 2023

Holthouse Carlin & Van Trigt LLP 401(k) Plan

Data updated 2026-08-11

$64M
Total assets: 500
Participants: 88th
Percentile by assets: $127,878
Avg per participant

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

$64M in assets, 500 participants

Holthouse Carlin & Van Trigt LLP's Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II reported $64M in total assets and 500 participants in its 2023 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.

88th percentile by assets (of 127,072 plans)
#18,113 in Professional & Technical Services (20,321 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, $64M for 500 participants (~$127,878/participant), up 20.4% in 2023.

$64M
total plan assets (2023 EOY): 500
covered participants: 88th
percentile by assets (of 127,072 plans): $127,878
avg assets per participant

Where Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II sits 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 2023 · DOL Form 5500

$63,938,884 Top 12% higher than 88% of 127,068 filed plans

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 and Trust II reported net income rose from -$5M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II end-of-year assets rose from $53M in the plan year 2022 filing to $64M in the plan year 2023 filing.
Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II reported participants rose from 462 in the plan year 2022 filing to 500 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Professional & Technical Services

Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II vs the 2023 asset distribution

By assets, Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$53M
Net Assets (End of Year)	$64M
Net Income	$13M
Employer EIN	954345526
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Holthouse Carlin & Van Trigt LLP)

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 and Trust II vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

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 and Trust II by total assets, not by location.

Triage, LLC Retirement Savings Plan (NE) $64M · 5,648
Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust (WI) $64M · 651
Gallagher-Kaiser Corporation Tax Deferred Savings Plan (MI) $64M · 254
Lincoln Industries 401(k) Retirement Savings Plan (NE) $64M · 676

Frequently Asked Questions

How did Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II assets move in 2023? ▼

Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II grew sharply - up 20.4% during 2023, from $53M to $64M. Reported net income was $13M.

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 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 Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II? ▼

Among 401(k) plans in other states, the closest by assets is Triage, LLC Retirement Savings Plan in NE ($64M, 5,648 participants).

Next read for Holthouse Carlin & Van Trigt LLP 401(k) …

Scale reading

Ways to act on Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II's numbers.

By total assets, Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Holthouse Carlin & Van Trigt LLP's sponsor-wide assets have grown 50.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.