401(k) · DOL Form 5500 · 2024
Houlihan Lokey 401(k) Plan
Data updated 2026-08-25
- $396M
- Total assets Above avg plan size
- 1,669
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $237,530
- Avg per participant Above avg balance/head
Official DOL plan name: Houlihan Lokey Retirement Savings Plan · Sponsored by Houlihan Lokey · California · Finance & Insurance
$396M in assets, 1,669 participants
Houlihan Lokey's Houlihan Lokey Retirement Savings Plan reported $396M in total assets and 1,669 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,052 in Finance & Insurance (8,549 peers)
Coverage in California
Houlihan Lokey Retirement Savings Plan covers 1,669 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $396M.
- #8,052
- in Finance & Insurance (8,549 peers)
- +22.0%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Houlihan Lokey Retirement Savings Plan's outsized position by total assets
Houlihan Lokey Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$396,437,092 Top 3% higher than 97% 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
Houlihan Lokey Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houlihan Lokey Retirement Savings Plan lands in the large band (1,669 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Houlihan Lokey Retirement Savings Plan end-of-year assets rose from $325M in the plan year 2023 filing to $396M in the plan year 2024 filing.
- Houlihan Lokey Retirement Savings Plan reported participants fell from 1,759 in the plan year 2023 filing to 1,669 in the plan year 2024 filing.
- Houlihan Lokey Retirement Savings Plan reported net income fell from $74M in the plan year 2023 filing to $72M in the plan year 2024 filing.
DOL schedule card
Filing strip 952770395 · Houlihan Lokey PY 2024 · 401(k)
Houlihan Lokey Retirement Savings Plan · $396M · 1,669 · 97th
- ASSETS $396M
- PCT 1,669
- EIN 97th
- RANK 401(k)
- PHOTO near Icma Retirement Corporation Retirement Savings Plan
- IND ind #8052
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 Finance & Insurance retirement plans → · Plans in California →
Houlihan Lokey Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $325M |
|---|---|
| Net Assets (End of Year) | $396M |
| Net Income | $72M |
| Employer EIN | 952770395 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Houlihan Lokey)
Sponsor-wide plan assets over time
All Houlihan Lokey plans reported in each filing year
- Latest sponsor-wide plan assets
- $396M 57.904611937866626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,324 | $251M |
| 2023 | 1 | 1,759 | $325M |
| 2024 | 1 | 1,669 | $396M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Houlihan Lokey Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Icma Retirement Corporation Retirement Savings Plan in DC ($397M); by covered participants it is Navitus Health Solutions, LLC Retirement Plan in WI (1,669 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($396M here).
- Icma Retirement Corporation Retirement Savings Plan (DC) $397M · 631
- Apollo Management Holdings, LP 401(k) Plan (CT) $396M · 1,874
- Pitt Ohio Express, LLC Profit Sharing Plan 401(k) (PA) $396M · 4,104
- Fisher & Phillips LLP Savings and Profit Sharing Plan (GA) $397M · 1,127
Similar participant headcount
Nearest other-state filings by covered participants (1,669 participants); asset peers above are excluded.
- Navitus Health Solutions, LLC Retirement Plan (WI) 1,669 · 0 off
- Thompson Tractor Co., Inc. Profit Sharing Plan and Trust Agreement (AL) 1,669 · 0 off
- Shopify (USA), Inc. 401(k) Plan (NY) 1,670 · 1 off
- Wheel Pros, LLC 401(k) Retirement Plan (CO) 1,670 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.