401(k) · DOL Form 5500 · 2023

Bursch Travel Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
61
Participants Small participant base
43rd
Percentile by assets National rank
$75,971
Avg per participant Below avg balance/head
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Official DOL plan name: Bursch Travel Agency, Inc. 401(k) Plan · Sponsored by Bursch Travel Agency, Inc. · Minnesota · Transportation & Warehousing

$5M in assets, 61 participants

Bursch Travel Agency, Inc.'s Bursch Travel Agency, Inc. 401(k) Plan reported $5M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #1,433 in Transportation & Warehousing (3,362 peers)

Bursch Travel Agency, Inc. multi-year trail

Bursch Travel Agency, Inc.'s plans moved +45.5% in assets from 2022 to 2024; this filing shows Bursch Travel Agency, Inc. 401(k) Plan at $5M / 61 participants.

#1,433
in Transportation & Warehousing (3,362 peers)
+30.2%
assets growth YoY

Bursch Travel Agency, Inc. 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Bursch Travel Agency, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,634,231 43rd percentile higher than 43% of 127,068 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 2023

Bursch Travel Agency, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bursch Travel Agency, Inc. 401(k) Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bursch Travel Agency, Inc. 401(k) Plan reported net income rose from $187K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bursch Travel Agency, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bursch Travel Agency, Inc. 401(k) Plan reported participants rose from 60 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411313225 · Bursch Travel Agency, Inc. PY 2023 · 401(k)

Bursch Travel Agency, Inc. 401(k) Plan · $5M · 61 · 43rd

  • IND $5M
  • IND 61
  • IND 43rd
  • IND 401(k)
  • IND near Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust
  • IND ind #1433

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 Transportation & Warehousing retirement plans → · Plans in Minnesota →

Bursch Travel Agency, Inc. 401(k) Plan in the asset neighbourhood

Bursch Travel Agency, Inc. 401(k) PlanBursch Travel Agency, Inc. 4…$5MBriscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & TrustBriscoe Burke & Grigsby, LLP…$5MFchc 401(k)$5MCounty Services, Inc. 401(k) PlanCounty Services, Inc. 401(k)…$5MT.J. Mccartney, Inc. 401(k) Profit Sharing PlanT.J. Mccartney, Inc. 401(k) …$5M
End-of-year total assets ($M) among Bursch Travel Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bursch Travel Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bursch Travel Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 45.54853321077784% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.56M $5.18M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 60 $4M
2023 1 61 $5M
2024 1 68 $5M

Bursch Travel Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN411313225
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bursch Travel Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Bursch Travel Agency, Inc. 401(k) Plan, Total assets ($B): 0.004634231 · Participants: 61Bursch Travel Agency, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Bursch Travel Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Bursch Travel Agency, Inc. 401(k) Plan side-by-side with 3 peers →

Bursch Travel Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust in OK ($5M); by covered participants it is Huron Community Bank 401(k) Plan in MI (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bursch Travel Agency, Inc. 401(k) Plan assets move in 2023? ▼
Bursch Travel Agency, Inc. 401(k) Plan surged - up 30.2% during 2023, from $4M to $5M. Reported net income was $1M.
How have Bursch Travel Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bursch Travel Agency, Inc.'s sponsor-wide assets grew 45.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Bursch Travel Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust in OK ($5M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Bursch Travel Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Huron Community Bank 401(k) Plan in MI (61 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411313225.

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.