401(k) · DOL Form 5500 · 2024

Holthouse Carlin & Van Trigt LLP 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
540
Participants Below avg headcount
89th
Percentile by assets National rank
$146,720
Avg per participant Above 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

$79M in assets, 540 participants

Holthouse Carlin & Van Trigt LLP's Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II reported $79M in total assets and 540 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,110 in Professional & Technical Services (20,173 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, $79M for 540 participants (~$146,720/participant), up 23.9% in 2024.

#18,110
in Professional & Technical Services (20,173 peers)
+23.9%
assets growth YoY
0.8×
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 2024 · DOL Form 5500

$79,228,584 Top 11% higher than 89% 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 and Trust II 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 and Trust II sits mid-pack in the medium band (540 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II end-of-year assets rose from $64M in the plan year 2023 filing to $79M in the plan year 2024 filing.
  • Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II reported net income rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II reported participants rose from 500 in the plan year 2023 filing to 540 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

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

Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II · $79M · 540 · 89th

  • NET $79M
  • BOOK 540
  • VS-ST 89th
  • BOY 401(k)
  • SCH near Tmf Health Quality Institute 401(k) Retirement Savings Plan
  • EBSA ind #18110

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

Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust IIHolthouse Carlin & Van Trigt…$79MTmf Health Quality Institute 401(k) Retirement Savings PlanTmf Health Quality Institute…$79MCommunity Behavioral Health 403(b) PlanCommunity Behavioral Health …$79MEmergency Technology, Inc. 401(k) and Employee Stock Ownership PlanEmergency Technology, Inc. 4…$79MPhysical Sciences Inc. 401(k) PlanPhysical Sciences Inc. 401(k…$79M
End-of-year total assets ($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 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$79M
Net Income$15M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II, Total assets ($B): 0.079228584 · Participants: 540Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust IIGoogle 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 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 Tmf Health Quality Institute 401(k) Retirement Savings Plan in TX ($79M); by covered participants it is Tosh Farms 401(k) Profit Sharing Plan in TN (540 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (540 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 and Trust II assets move in 2024? ▼
Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II grew sharply - up 23.9% during 2024, from $64M to $79M. Reported net income was $15M.
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 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Tmf Health Quality Institute 401(k) Retirement Savings Plan in TX ($79M, 510 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 Tosh Farms 401(k) Profit Sharing Plan in TN (540 participants, $6M 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.