401(k) · DOL Form 5500 · 2024

Halrec, Inc. Dba Stevens Creek Toyota 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size: 766
Participants Near avg headcount: 80th
Percentile by assets National rank: $47,420
Avg per participant Low balance/head

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Official DOL plan name: Amc 401(k) Plan · Sponsored by Halrec, Inc. Dba Stevens Creek Toyota · California · Retail Trade

$36M in assets, 766 participants

Halrec, Inc. Dba Stevens Creek Toyota's Amc 401(k) Plan reported $36M in total assets and 766 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

#7,105 in Retail Trade (8,048 peers)

Where Amc 401(k) Plan sits by assets

Amc 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 766 participants (~$47,420/participant), up 18.1% in 2024.

#7,105
in Retail Trade (8,048 peers): +18.1%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Amc 401(k) Plan's outsized position by total assets

Amc 401(k) Plan vs every filed plan by assets

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

$36,323,951 Top 20% higher than 80% 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

Amc 401(k) Plan 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. Amc 401(k) Plan sits mid-pack in the medium band (766 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Amc 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Amc 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $36M in the plan year 2024 filing.
Amc 401(k) Plan reported participants rose from 748 in the plan year 2023 filing to 766 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941441982 · Halrec, Inc. Dba Stevens Creek Toyota PY 2024 · 401(k)

Amc 401(k) Plan · $36M · 766 · 80th

TYPE $36M
TYPE 766
TYPE 80th
TYPE 401(k)
TYPE near Iomsa, P.C. Retirement Plan
TYPE ind #7105

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 Retail Trade retirement plans → · Plans in California →

End-of-year total assets ($M) among Amc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	$36M
Net Income	$6M
Employer EIN	941441982
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Halrec, Inc. Dba Stevens Creek Toyota)

Latest sponsor-wide plan assets: $36M 37.96957539619777% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	435	$26M
2023	1	748	$31M
2024	1	766	$36M

Nearby 401(k) Plans in California

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

Amc 401(k) Plan 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 Amc 401(k) Plan side-by-side with 3 peers →

Amc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Iomsa, P.C. Retirement Plan in IN ($36M); by covered participants it is Ssw Retirement Savings Plan in KY (766 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Iomsa, P.C. Retirement Plan (IN) $36M · 100
Stibo Systems, Inc. 401(k) Plan (GA) $36M · 181
Sam Houston Electric Cooperative, Inc. Pension Plan (TX) $36M · 177
The Heritage Foundation 403(b) Plan (DC) $36M · 297

Similar participant headcount

Nearest other-state filings by covered participants (766 participants); asset peers above are excluded.

Ssw Retirement Savings Plan (KY) 766 · 0 off
National Distributing Company, Inc. 401(k) Plan (GA) 766 · 0 off
Powersecure, Inc. 401(k) Retirment Plan (NC) 766 · 0 off
The Pooled Employer Plan of America (OR) 766 · 0 off

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 Amc 401(k) Plan assets move in 2024? ▼

Amc 401(k) Plan grew sharply - up 18.1% during 2024, from $31M to $36M. Reported net income was $6M.

How have Halrec, Inc. Dba Stevens Creek Toyota plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Halrec, Inc. Dba Stevens Creek Toyota's sponsor-wide assets grew 38.0%, from $26M to $36M.

Where does Amc 401(k) Plan rank by assets among Form 5500 filers? ▼

Amc 401(k) Plan ranks in the 80th 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 Amc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Iomsa, P.C. Retirement Plan in IN ($36M, 100 participants).

Which 401(k) plans cover a similar participant headcount to Amc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ssw Retirement Savings Plan in KY (766 participants, $63M 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 941441982.