401(k) · DOL Form 5500 · 2024

Holthouse Carlin & Van Trigt LLP 401(k) Plan

Data updated 2026-08-11

$109M
Total assets: 229
Participants: 91st
Percentile by assets: $475,737
Avg per participant

Official DOL plan name: Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust · Sponsored by Holthouse Carlin & Van Trigt LLP · California · Professional & Technical Services

$109M in assets, 229 participants

Holthouse Carlin & Van Trigt LLP's Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust reported $109M in total assets and 229 participants in its 2024 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 123,622 plans)
#18,599 in Professional & Technical Services (20,173 peers)

Coverage in California

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust covers 229 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $109M.

$109M
total plan assets (2024 EOY): 229
covered participants: 91st
percentile by assets (of 123,622 plans): $475,737
avg assets per participant

Where Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust sits 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 2024 · DOL Form 5500

$108,943,746 Top 9% higher than 91% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust reported net income rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust end-of-year assets rose from $90M in the plan year 2023 filing to $109M in the plan year 2024 filing.
Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust reported participants rose from 220 in the plan year 2023 filing to 229 in the plan year 2024 filing.

See the national 2023→2024 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 229 participants - about 36% of that state average ($109M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$90M
Net Assets (End of Year)	$109M
Net Income	$19M
Employer EIN	954345526
Plan Effective Date	1994-01-01
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 & Trust vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

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.

Retirement Access Plan (AR) $109M · 605
Carey Profit Sharing and 401(k) Plan (NY) $109M · 142
T. W. U. - S. T. S. 401(k) Retirement Plan (NY) $109M · 2,851
Virginia Federal Credit Union 401(k) Savings Plan (VA) $109M · 777

Frequently Asked Questions

How did Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust assets move in 2024? ▼

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust grew sharply - up 21.2% during 2024, from $90M to $109M. Reported net income was $19M.

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 123,622 plans that reported assets for plan year 2024 (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 Retirement Access Plan in AR ($109M, 605 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.

By total assets, Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust ranks in the top 10% 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954345526.