401(k) · DOL Form 5500 · 2024
Houlihan Lokey 401(k) Plan
Data updated 2026-08-11
- $396M
- Total assets
- 1,669
- Participants
- 97th
- Percentile by assets
- $237,530
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $396M
- total plan assets (2024 EOY)
- 1,669
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $237,530
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Houlihan Lokey Retirement Savings Plan reports 1,669 participants - 2.6x that state average ($396M EOY assets).
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)
| 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.
Houlihan Lokey Retirement Savings 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Houlihan Lokey Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Houlihan Lokey Retirement Savings Plan assets move in 2024? ▼
How have Houlihan Lokey plan assets changed over time? ▼
Where does Houlihan Lokey Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Houlihan Lokey Retirement Savings Plan? ▼
Next read for Houlihan Lokey Retirement Savings Plan
Filing takeaways
Ways to act on Houlihan Lokey Retirement Savings Plan's numbers.
- By total assets, Houlihan Lokey Retirement Savings Plan ranks in the top 5% 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
- Houlihan Lokey's sponsor-wide assets have grown 57.9% since 2022 across 3 plan years on file. More Finance & Insurance plans