ESOP · DOL Form 5500 · 2023
Travel Store, Inc. ESOP
Data updated 2026-08-11
- $42M
- Total assets
- 103
- Participants
- 84th
- Percentile by assets
- $411,711
- Avg per participant
Official DOL plan name: Travel Store Employee Stock Ownership Plan · Sponsored by Travel Store, Inc. · California · Transportation & Warehousing
$42M in assets, 103 participants
Travel Store, Inc.'s Travel Store Employee Stock Ownership Plan reported $42M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 127,072 plans)
- #2,767 in Transportation & Warehousing (3,362 peers)
Coverage in California
Travel Store Employee Stock Ownership Plan covers 103 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $42M.
- $42M
- total plan assets (2023 EOY)
- 103
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $411,711
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Travel Store Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Travel Store Employee Stock Ownership Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Travel Store Employee Stock Ownership Plan reported participants rose from 94 in the plan year 2022 filing to 103 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Travel Store Employee Stock Ownership Plan reports 103 participants - about 16% of that state average ($42M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $7M |
| Employer EIN | 952958880 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Travel Store, Inc.)
| 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
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Travel Store Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Travel Store Employee Stock Ownership Plan assets move in 2023? ▼
How have Travel Store, Inc. plan assets changed over time? ▼
Where does Travel Store Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Travel Store Employee Stock Ownership Plan? ▼
Next read for Travel Store Employee Stock Ownership Pl…
Filing takeaways
Ways to act on Travel Store Employee Stock Ownership Plan's numbers.
- By total assets, Travel Store Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Travel Store, Inc.'s sponsor-wide assets have grown 28.0% since 2022 across 3 plan years on file. More Transportation & Warehousing plans