ESOP · DOL Form 5500 · 2022

Travel Store, Inc. ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
94
Participants Small participant base
85th
Percentile by assets National rank
$374,975
Avg per participant High balance/head
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Official DOL plan name: Travel Store Employee Stock Ownership Plan · Sponsored by Travel Store, Inc. · California · Transportation & Warehousing

$35M in assets, 94 participants

Travel Store, Inc.'s Travel Store Employee Stock Ownership Plan reported $35M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #3,265 in Transportation & Warehousing (3,876 peers)

Where Travel Store Employee Stock Ownership Plan sits by assets

Travel Store Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $35M for 94 participants (~$374,975/participant), up 17.3% in 2022.

#3,265
in Transportation & Warehousing (3,876 peers)
+17.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Travel Store Employee Stock Ownership Plan's outsized position by total assets

Travel Store Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$35,247,604 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Travel Store Employee Stock Ownership 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. Travel Store Employee Stock Ownership Plan is a small filing (94 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 952958880 · Travel Store, Inc. PY 2022 · ESOP

Travel Store Employee Stock Ownership Plan · $35M · 94 · 85th

  • SCH $35M
  • EBSA 94
  • PART 85th
  • TYPE ESOP
  • NET near Career Strategies, Inc. Employee Stock Ownership Plan
  • BOOK ind #3265

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 What is an ESOP? → · Plans in California →

Travel Store Employee Stock Ownership Plan in the asset neighbourhood

Bank Forward Employee Stock Ownership PlanBank Forward Employee Stock …$35MHub Truck Rental Corp. Employee Stock Ownership PlanHub Truck Rental Corp. Emplo…$35MTravel Store Employee Stock Ownership PlanTravel Store Employee Stock …$35MCareer Strategies, Inc. Employee Stock Ownership PlanCareer Strategies, Inc. Empl…$35MPayne County Bank Employee Stock Ownership PlanPayne County Bank Employee S…$35M
End-of-year total assets ($M) among Travel Store Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN952958880
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Travel Store, Inc.)

Sponsor-wide plan assets over time

All Travel Store, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 28.03684577565907% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $46.7M $59.7M ▲ +28.0%
Year Plans Participants Total Assets
2022 2 192 $47M
2023 2 197 $56M
2024 2 200 $60M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Travel Store Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Travel Store Employee Stock Ownership Plan, Total assets ($B): 0.035247604 · Participants: 94Travel Store Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Travel Store Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Travel Store Employee Stock Ownership Plan side-by-side with 3 peers →

Travel Store Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Career Strategies, Inc. Employee Stock Ownership Plan in TX ($35M); by covered participants it is Data Papers, Inc. Employee Stock Ownership Plan in PA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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.

Frequently Asked Questions

How did Travel Store Employee Stock Ownership Plan assets move in 2022? ▼
Travel Store Employee Stock Ownership Plan grew sharply - up 17.3% during 2022, from $30M to $35M. Reported net income was $5M.
How have Travel Store, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Travel Store, Inc.'s sponsor-wide assets grew 28.0%, from $47M to $60M.
Where does Travel Store Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Travel Store Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Travel Store Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Career Strategies, Inc. Employee Stock Ownership Plan in TX ($35M, 93 participants).
Which ESOP plans cover a similar participant headcount to Travel Store Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Data Papers, Inc. Employee Stock Ownership Plan in PA (94 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952958880.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.