401(k) · DOL Form 5500 · 2022
Balboa Travel, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $188,229
- Avg per participant Above avg balance/head
Official DOL plan name: Balboa Travel, Inc. Profit Sharing and 401(k) Plan · Sponsored by Balboa Travel, Inc. · California · Administrative & Support Services
$14M in assets, 75 participants
Balboa Travel, Inc.'s Balboa Travel, Inc. Profit Sharing and 401(k) Plan reported $14M in total assets and 75 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #4,254 in Administrative & Support Services (4,927 peers)
Balboa Travel, Inc. multi-year trail
Balboa Travel, Inc.'s plans moved +14.7% in assets from 2022 to 2024; this filing shows Balboa Travel, Inc. Profit Sharing and 401(k) Plan at $14M / 75 participants.
- #4,254
- in Administrative & Support Services (4,927 peers)
- -16.2%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Balboa Travel, Inc. Profit Sharing and 401(k) Plan's outsized position by total assets
Balboa Travel, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,117,153 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Balboa Travel, Inc. Profit Sharing and 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balboa Travel, Inc. Profit Sharing and 401(k) Plan is a small filing (75 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 952592646 · Balboa Travel, Inc. PY 2022 · 401(k)
Balboa Travel, Inc. Profit Sharing and 401(k) Plan · $14M · 75 · 71st
- PCT $14M
- EIN 75
- RANK 71st
- PHOTO 401(k)
- IND near Growth Orthopaedics 401(k) Profit Sharing Plan
- EOY ind #4254
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 Administrative & Support Services retirement plans → · Plans in California →
Balboa Travel, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood
Balboa Travel, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Balboa Travel, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 14.726602453058346% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 75 | $14M |
| 2023 | 1 | 99 | $16M |
| 2024 | 1 | 105 | $16M |
Balboa Travel, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 952592646 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Balboa Travel, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Growth Orthopaedics 401(k) Profit Sharing Plan in FL ($14M); by covered participants it is The Miller Timber Services Inc Retirement Plan in OR (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.