401(k) · DOL Form 5500 · 2024

Holthouse Carlin & Van Trigt LLP 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
229
Participants Below avg headcount
91st
Percentile by assets National rank
$475,737
Avg per participant High balance/head
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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

$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.

  • #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.

#18,599
in Professional & Technical Services (20,173 peers)
+21.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

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

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

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

DOL schedule card

Filing strip 954345526 · Holthouse Carlin & Van Trigt LLP PY 2024 · 401(k)

Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust · $109M · 229 · 91st

  • EBSA $109M
  • EBSA 229
  • EBSA 91st
  • EBSA 401(k)
  • EBSA near Retirement Access Plan
  • EBSA ind #18599

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 & Trust in the asset neighbourhood

Retirement Access Plan$109MHolthouse Carlin & Van Trigt LLP 401(k) Plan & TrustHolthouse Carlin & Van Trigt…$109MCarey Profit Sharing and 401(k) PlanCarey Profit Sharing and 401…$109MT. W. U. - S. T. S. 401(k) Retirement PlanT. W. U. - S. T. S. 401(k) R…$109MVirginia Federal Credit Union 401(k) Savings PlanVirginia Federal Credit Unio…$109M
End-of-year total assets ($M) among Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$109M
Net Income$19M
Employer EIN954345526
Plan Effective Date1994-01-01
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 & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust, Total assets ($B): 0.108943746 · Participants: 229Holthouse Carlin & Van Trigt LLP 401(k) Plan & TrustGoogle 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
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) Plan & Trust side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Retirement Access Plan in AR ($109M); by covered participants it is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($109M here).

Similar participant headcount

Nearest other-state filings by covered participants (229 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 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).
Which 401(k) plans cover a similar participant headcount to Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants, N/A 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 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.