Plan5500

Houlihan Lokey — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Houlihan Lokey (EIN 95-2770395) is a plan sponsor located in Los Angeles, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-2770395
Location
Los Angeles, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Houlihan Lokey

  • 2 loaded plans hold $324.8M in reported assets.
  • The largest, Houlihan Lokey Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 4,148 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$324.8MSummed across loaded plans$324,842,145
Total reported assets$324.8M$324,842,145
Total reported participants4.1K4,148
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$324.8M total assets
Net assets$324.8MLiabilities—
Contributions & income
Employer contributions$3.9M
Participant contributions$27.4M
Total income / additions$91M
Expenses & distributions
Benefits paid / distributions$17M
Total expenses$17.3M
Net increase / (decrease)$73.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Houlihan Lokey Retirement Savings Plan
Participants per plan2,074Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Houlihan Lokey Retirement Savings Plan$324.8M
    Plan #006 · 2,532 participants · 2023
  2. 2
    Houlihan Lokey Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 1,616 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Houlihan Lokey. Open one for its full reported snapshot.

  1. 2023
    Houlihan Lokey Welfare Benefit Plan1,616 participants · 2No schedules
    View filing →
  2. 2023
    Houlihan Lokey Retirement Savings Plan2,532 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Houlihan Lokey report on Form 5500?
Houlihan Lokey (EIN 95-2770395) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Houlihan Lokey?
The Employer Identification Number (EIN) reported for Houlihan Lokey is 95-2770395.
What is the latest Form 5500 filing year for Houlihan Lokey?
The latest loaded Form 5500 filing year for Houlihan Lokey is 2023.

Related Form 5500 pages