401(k) · DOL Form 5500 · 2024

Hollencrest Securities, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
15
Participants Small participant base
57th
Percentile by assets National rank
$704,334
Avg per participant High balance/head
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Official DOL plan name: Hollencrest Securities, LLC Retirement Plan · Sponsored by Hollencrest Securities, LLC · California · Real Estate

$11M in assets, 15 participants

Hollencrest Securities, LLC's Hollencrest Securities, LLC Retirement Plan reported $11M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,423 in Real Estate (4,605 peers)

Hollencrest Securities, LLC multi-year trail

Hollencrest Securities, LLC's plans moved +33.0% in assets from 2022 to 2024; this filing shows Hollencrest Securities, LLC Retirement Plan at $11M / 15 participants.

#3,423
in Real Estate (4,605 peers)
+14.6%
assets growth YoY

Hollencrest Securities, LLC Retirement Plan's mid-pack asset rank among Real Estate and all filers

Hollencrest Securities, LLC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,565,016 Top 43% higher than 57% of 123,620 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 2024

Hollencrest Securities, LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hollencrest Securities, LLC Retirement Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hollencrest Securities, LLC Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Hollencrest Securities, LLC Retirement Plan reported participants rose from 14 in the plan year 2023 filing to 15 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330809625 · Hollencrest Securities, LLC PY 2024 · 401(k)

Hollencrest Securities, LLC Retirement Plan · $11M · 15 · 57th

  • 5500 $11M
  • ASSETS 15
  • PCT 57th
  • EIN 401(k)
  • RANK near Signature Custom Cabinetry, Inc. 401(k) Plan
  • PHOTO ind #3423

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 Real Estate retirement plans → · Plans in California →

Hollencrest Securities, LLC Retirement Plan in the asset neighbourhood

Hollencrest Securities, LLC Retirement PlanHollencrest Securities, LLC …$11MSignature Custom Cabinetry, Inc. 401(k) PlanSignature Custom Cabinetry, …$11MGlenn L. Morgan, M.D., P.a. 401(k) Profit Sharing PlanGlenn L. Morgan, M.D., P.a. …$11MHadco Construction 401(k) PlanHadco Construction 401(k) Pl…$11MFennemore Craig 401(k) Plan for Associates and of CounselFennemore Craig 401(k) Plan …$11M
End-of-year total assets ($M) among Hollencrest Securities, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hollencrest Securities, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hollencrest Securities, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.04259195036241% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.94M $10.6M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 13 $8M
2023 1 14 $9M
2024 1 15 $11M

Hollencrest Securities, LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN330809625
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hollencrest Securities, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hollencrest Securities, LLC Retirement Plan, Total assets ($B): 0.010565016 · Participants: 15Hollencrest Securities, LLC Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Hollencrest Securities, LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hollencrest Securities, LLC Retirement Plan side-by-side with 3 peers →

Hollencrest Securities, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Signature Custom Cabinetry, Inc. 401(k) Plan in PA ($11M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hollencrest Securities, LLC Retirement Plan assets move in 2024? ▼
Hollencrest Securities, LLC Retirement Plan grew at a solid clip - up 14.6% during 2024, from $9M to $11M. Reported net income was $1M.
How have Hollencrest Securities, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hollencrest Securities, LLC's sponsor-wide assets grew 33.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Hollencrest Securities, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Signature Custom Cabinetry, Inc. 401(k) Plan in PA ($11M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Hollencrest Securities, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330809625.

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.