401(k) · DOL Form 5500 · 2023

Holthouse Carlin & Van Trigt LLP 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
500
Participants Below avg headcount
88th
Percentile by assets National rank
$127,878
Avg per participant Near avg balance/head
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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.

  • #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.

#18,113
in Professional & Technical Services (20,321 peers)
+20.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II's outsized position 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

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 and Trust II 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 and Trust II sits mid-pack in the medium band (500 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

DOL schedule card

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

Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II · $64M · 500 · 88th

  • BOOK $64M
  • BOOK 500
  • BOOK 88th
  • BOOK 401(k)
  • BOOK near Triage, LLC Retirement Savings Plan
  • BOOK ind #18113

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 and Trust II in the asset neighbourhood

Wp Beverages, LLC 401(k) Profit Sharing Plan and TrustWp Beverages, LLC 401(k) Pro…$64MLincoln Industries 401(k) Retirement Savings PlanLincoln Industries 401(k) Re…$64MHolthouse Carlin & Van Trigt LLP 401(k) Plan and Trust IIHolthouse Carlin & Van Trigt…$64MTriage, LLC Retirement Savings PlanTriage, LLC Retirement Savin…$64MGallagher-Kaiser Corporation Tax Deferred Savings PlanGallagher-Kaiser Corporation…$64M
End-of-year total assets ($M) among Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$64M
Net Income$13M
Employer EIN954345526
Plan Effective Date2006-01-01
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 and Trust II vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II, Total assets ($B): 0.063938884 · Participants: 500Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust IIWells 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 and Trust II vs. nearby 401(k) plans in California, assets vs. participants
Compare Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II side-by-side with 3 peers →

Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Triage, LLC Retirement Savings Plan in NE ($64M); by covered participants it is Harsco Corporation Savings Plan in PA (500 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (500 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 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).
Which 401(k) plans cover a similar participant headcount to Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II? ▼
Among 401(k) plans in other states, the closest by covered participants is Harsco Corporation Savings Plan in PA (500 participants, $43M 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.