ESOP · DOL Form 5500 · 2023

Travel Store, Inc. ESOP

Data updated 2026-08-25

$42M
Total assets Below avg plan size
103
Participants Small participant base
84th
Percentile by assets National rank
$411,711
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

$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.

  • #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.

#2,767
in Transportation & Warehousing (3,362 peers)
+20.3%
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 2023 · DOL Form 5500

$42,406,260 Top 16% higher than 84% 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

Travel Store Employee Stock Ownership 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. Travel Store Employee Stock Ownership Plan sits mid-pack in the medium band (103 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952958880 · Travel Store, Inc. PY 2023 · ESOP

Travel Store Employee Stock Ownership Plan · $42M · 103 · 84th

  • PART $42M
  • TYPE 103
  • NET 84th
  • BOOK ESOP
  • VS-ST near J. D. Steel Co., Inc. Employee Stock Ownership Plan
  • BOY ind #2767

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

C&k Market, Inc. Employee Stock Ownership PlanC&k Market, Inc. Employee St…$43MPflow Industries, Inc. Employee Stock Ownership PlanPflow Industries, Inc. Emplo…$43MTravel Store Employee Stock Ownership PlanTravel Store Employee Stock …$42MJ. D. Steel Co., Inc. Employee Stock Ownership PlanJ. D. Steel Co., Inc. Employ…$42MEvergreen Trading Employee Stock Ownership PlanEvergreen Trading Employee S…$42M
End-of-year total assets ($M) among Travel Store Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$7M
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): 0.04240626 · Participants: 103Travel Store Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology 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 J. D. Steel Co., Inc. Employee Stock Ownership Plan in AZ ($42M); by covered participants it is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Travel Store Employee Stock Ownership Plan assets move in 2023? ▼
Travel Store Employee Stock Ownership Plan grew sharply - up 20.3% during 2023, from $35M to $42M. Reported net income was $7M.
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 84th 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 ESOP plans are similar in size to Travel Store Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is J. D. Steel Co., Inc. Employee Stock Ownership Plan in AZ ($42M, 156 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 Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 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 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.