401(k) · DOL Form 5500 · 2024

Preferred Travel Group 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
204
Participants Below avg headcount
80th
Percentile by assets National rank
$176,918
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

$36M in assets, 204 participants

Preferred Travel Group's Preferred Travel Group 401(k) Profit Sharing Plan reported $36M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,217 in Professional & Technical Services (20,173 peers)

Coverage in California

Preferred Travel Group 401(k) Profit Sharing Plan covers 204 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $36M.

#16,217
in Professional & Technical Services (20,173 peers)
+20.2%
assets growth YoY
0.4×
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 2024 · DOL Form 5500

$36,091,207 Top 20% higher than 80% 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

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

Plan-year 2024 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 (204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Preferred Travel Group 401(k) Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Preferred Travel Group 401(k) Profit Sharing Plan reported participants rose from 174 in the plan year 2023 filing to 204 in the plan year 2024 filing.
  • Preferred Travel Group 401(k) Profit Sharing Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 364411818 · Preferred Travel Group PY 2024 · 401(k)

Preferred Travel Group 401(k) Profit Sharing Plan · $36M · 204 · 80th

  • TYPE $36M
  • TYPE 204
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Opus Solutions, LLC 401(k) Retirement Plan
  • TYPE ind #16217

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

Preferred Travel Group 401(k) Profit Sharing PlanPreferred Travel Group 401(k…$36MOpus Solutions, LLC 401(k) Retirement PlanOpus Solutions, LLC 401(k) R…$36MAlabama Credit Union Capital Accumulation PlanAlabama Credit Union Capital…$36MRendr Care Physicians 401(k) PlanRendr Care Physicians 401(k)…$36MPei/Genesis, Inc. Tax Deferral and Savings PlanPei/Genesis, Inc. Tax Deferr…$36M
End-of-year total assets ($M) among Preferred Travel Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Preferred Travel Group 401(k) Profit Sharing Plan, Total assets ($B): 0.036091207 · Participants: 204Preferred Travel Group 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 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 Opus Solutions, LLC 401(k) Retirement Plan in OR ($36M); by covered participants it is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Preferred Travel Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Preferred Travel Group 401(k) Profit Sharing Plan grew sharply - up 20.2% during 2024, from $30M to $36M. 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 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Opus Solutions, LLC 401(k) Retirement Plan in OR ($36M, 467 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 S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants, $41M 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 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.