401(k) · DOL Form 5500 · 2023

Preferred Travel Group 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
174
Participants Small participant base
79th
Percentile by assets National rank
$172,535
Avg per participant Above avg balance/head
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Official DOL plan name: Preferred Travel Group 401(k) Profit Sharing Plan · Sponsored by Preferred Travel Group · California · Professional & Technical Services

$30M in assets, 174 participants

Preferred Travel Group's Preferred Travel Group 401(k) Profit Sharing Plan reported $30M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,209 in Professional & Technical Services (20,321 peers)

Coverage in California

Preferred Travel Group 401(k) Profit Sharing Plan covers 174 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $30M.

#16,209
in Professional & Technical Services (20,321 peers)
+23.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Preferred Travel Group 401(k) Profit Sharing Plan's outsized position by total assets

Preferred Travel Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,021,141 Top 21% higher than 79% 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

Preferred Travel Group 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preferred Travel Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Preferred Travel Group 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Preferred Travel Group 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Preferred Travel Group 401(k) Profit Sharing Plan reported participants rose from 158 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364411818 · Preferred Travel Group PY 2023 · 401(k)

Preferred Travel Group 401(k) Profit Sharing Plan · $30M · 174 · 79th

  • PCT $30M
  • EIN 174
  • RANK 79th
  • PHOTO 401(k)
  • IND near Lucas Oil Products, Inc. 401(k) Plan
  • EOY ind #16209

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 Professional & Technical Services retirement plans → · Plans in California →

Preferred Travel Group 401(k) Profit Sharing Plan in the asset neighbourhood

Lpx, Inc. & Subsidiaries 401(k) Retirement Savings PlanLpx, Inc. & Subsidiaries 401…$30MPreferred Travel Group 401(k) Profit Sharing PlanPreferred Travel Group 401(k…$30MLucas Oil Products, Inc. 401(k) PlanLucas Oil Products, Inc. 401…$30MMedpro Systems LLC 401(k) PlanMedpro Systems LLC 401(k) Pl…$30MGglo, LLC 401(k) Profit Sharing PlanGglo, LLC 401(k) Profit Shar…$30M
End-of-year total assets ($M) among Preferred Travel Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN364411818
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Preferred Travel Group)

Sponsor-wide plan assets over time

All Preferred Travel Group plans reported in each filing year

Latest sponsor-wide plan assets
$36M 48.333807555466215% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.3M $36.1M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 158 $24M
2023 1 174 $30M
2024 1 204 $36M

Nearby 401(k) Plans in California

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

Preferred Travel Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Preferred Travel Group 401(k) Profit Sharing Plan, Total assets ($B): 0.030021141 · Participants: 174Preferred Travel Group 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Preferred Travel Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Preferred Travel Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Preferred Travel Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lucas Oil Products, Inc. 401(k) Plan in IN ($30M); by covered participants it is Husky Corporation 401(k) Plan in MO (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Preferred Travel Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Preferred Travel Group 401(k) Profit Sharing Plan grew sharply - up 23.4% during 2023, from $24M to $30M. Reported net income was $6M.
How have Preferred Travel Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preferred Travel Group's sponsor-wide assets grew 48.3%, from $24M to $36M.
Where does Preferred Travel Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Preferred Travel Group 401(k) Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Preferred Travel Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lucas Oil Products, Inc. 401(k) Plan in IN ($30M, 569 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Travel Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Husky Corporation 401(k) Plan in MO (174 participants, $14M 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 364411818.

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.