401(k) · DOL Form 5500 · 2024

Bursch Travel Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
68
Participants Small participant base
43rd
Percentile by assets National rank
$76,194
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bursch Travel Agency, Inc. 401(k) Plan · Sponsored by Bursch Travel Agency, Inc. · Minnesota · Transportation & Warehousing

$5M in assets, 68 participants

Bursch Travel Agency, Inc.'s Bursch Travel Agency, Inc. 401(k) Plan reported $5M in total assets and 68 participants in its 2024 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.

  • #1,438 in Transportation & Warehousing (3,299 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 / 68 participants.

#1,438
in Transportation & Warehousing (3,299 peers)
+11.8%
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 2024 · DOL Form 5500

$5,181,161 43rd percentile higher than 43% of 123,620 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 2024

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

Plan-year 2024 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 (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bursch Travel Agency, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $547K in the plan year 2024 filing.
  • Bursch Travel Agency, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Bursch Travel Agency, Inc. 401(k) Plan reported participants rose from 61 in the plan year 2023 filing to 68 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411313225 · Bursch Travel Agency, Inc. PY 2024 · 401(k)

Bursch Travel Agency, Inc. 401(k) Plan · $5M · 68 · 43rd

  • EIN $5M
  • EIN 68
  • EIN 43rd
  • EIN 401(k)
  • EIN near Reps Investments, Inc. Retirement Savings Plan
  • EIN ind #1438

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…$5MReps Investments, Inc. Retirement Savings PlanReps Investments, Inc. Retir…$5MSpectrum Monthly 401(k) Profit Sharing Plan & TrustSpectrum Monthly 401(k) Prof…$5MSaargummi Tn, Inc 401(k) Profit Sharing PlanSaargummi Tn, Inc 401(k) Pro…$5MInspired Play LLC 401(k) Retirement PlanInspired Play LLC 401(k) Ret…$5M
End-of-year total assets ($M) among Bursch Travel Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$547K
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 -20020406080 Total assets ($B) Participants Bursch Travel Agency, Inc. 401(k) Plan, Total assets ($B): 0.005181161 · Participants: 68Bursch Travel Agency, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.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 Reps Investments, Inc. Retirement Savings Plan in CA ($5M); by covered participants it is Cleverbridge, Inc. 401(k) Plan in IL (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Bursch Travel Agency, Inc. 401(k) Plan grew at a solid clip - up 11.8% during 2024, from $5M to $5M. Reported net income was $547K.
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 Reps Investments, Inc. Retirement Savings Plan in CA ($5M, 3 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 Cleverbridge, Inc. 401(k) Plan in IL (68 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.