401(k) · DOL Form 5500 · 2023

Balboa Travel, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
99
Participants Small participant base
69th
Percentile by assets National rank
$162,804
Avg per participant Above avg balance/head
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Official DOL plan name: Balboa Travel, Inc. Profit Sharing and 401(k) Plan · Sponsored by Balboa Travel, Inc. · California · Administrative & Support Services

$16M in assets, 99 participants

Balboa Travel, Inc.'s Balboa Travel, Inc. Profit Sharing and 401(k) Plan reported $16M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,648 in Administrative & Support Services (4,372 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 $16M / 99 participants.

#3,648
in Administrative & Support Services (4,372 peers)
+14.2%
assets growth YoY

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 2023 · DOL Form 5500

$16,117,627 Top 31% higher than 69% 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

Balboa Travel, Inc. Profit Sharing and 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. Balboa Travel, Inc. Profit Sharing and 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balboa Travel, Inc. Profit Sharing and 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Balboa Travel, Inc. Profit Sharing and 401(k) Plan reported participants rose from 75 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • Balboa Travel, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952592646 · Balboa Travel, Inc. PY 2023 · 401(k)

Balboa Travel, Inc. Profit Sharing and 401(k) Plan · $16M · 99 · 69th

  • NET $16M
  • NET 99
  • NET 69th
  • NET 401(k)
  • NET near O'neil & Associates, Inc. Profit Sharing and Savings Plan
  • NET ind #3648

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. Profit Sharing and 401(k) PlanBalboa Travel, Inc. Profit S…$16MO'neil & Associates, Inc. Profit Sharing and Savings PlanO'neil & Associates, Inc. Pr…$16MThe Columbus Distributing Company Profit Sharing and Retirement Savings Plan and TrustThe Columbus Distributing Co…$16MTerryberry Company 401(k) PlanTerryberry Company 401(k) Pl…$16MBroadcastmed 401(k) Plan$16M
End-of-year total assets ($M) among Balboa Travel, Inc. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$13M$14M$15M$16M$17M 202220232024 $14.1M $16.2M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 75 $14M
2023 1 99 $16M
2024 1 105 $16M

Balboa Travel, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN952592646
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Balboa Travel, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Balboa Travel, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.016117627 · Participants: 99Balboa Travel, Inc. Profit Sharing and 401(k) 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
Balboa Travel, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Balboa Travel, Inc. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

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 O'neil & Associates, Inc. Profit Sharing and Savings Plan in OH ($16M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Balboa Travel, Inc. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Balboa Travel, Inc. Profit Sharing and 401(k) Plan grew at a solid clip - up 14.2% during 2023, from $14M to $16M. Reported net income was $2M.
How have Balboa Travel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balboa Travel, Inc.'s sponsor-wide assets grew 14.7%, from $14M to $16M.
Which 401(k) plans are similar in size to Balboa Travel, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is O'neil & Associates, Inc. Profit Sharing and Savings Plan in OH ($16M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Balboa Travel, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants, N/A 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 952592646.

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.