401(k) · DOL Form 5500 · 2024

Balboa Travel, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
105
Participants Small participant base
66th
Percentile by assets National rank
$154,249
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, 105 participants

Balboa Travel, Inc.'s Balboa Travel, Inc. Profit Sharing and 401(k) Plan reported $16M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,570 in Administrative & Support Services (4,368 peers)

Coverage in California

Balboa Travel, Inc. Profit Sharing and 401(k) Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $16M.

#3,570
in Administrative & Support Services (4,368 peers)
+0.5%
assets growth YoY

Balboa Travel, Inc. Profit Sharing and 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Balboa Travel, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,196,130 Top 34% higher than 66% 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

Balboa Travel, Inc. Profit Sharing and 401(k) 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. Balboa Travel, Inc. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Balboa Travel, Inc. Profit Sharing and 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $79K in the plan year 2024 filing.
  • Balboa Travel, Inc. Profit Sharing and 401(k) Plan reported participants rose from 99 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952592646 · Balboa Travel, Inc. PY 2024 · 401(k)

Balboa Travel, Inc. Profit Sharing and 401(k) Plan · $16M · 105 · 66th

  • TYPE $16M
  • NET 105
  • BOOK 66th
  • VS-ST 401(k)
  • BOY near Smi 401(k) Plan
  • SCH ind #3570

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…$16MSmi 401(k) Plan$16MWheatland Bank Employee Stock Ownership Plan with 401(k) ProvisionsWheatland Bank Employee Stoc…$16MCfsc Shared Services, LLC 401(k) PlanCfsc Shared Services, LLC 40…$16MGreen Mountain Communications Employee Stock Ownership 401(k) PlanGreen Mountain Communication…$16M
End-of-year total assets ($M) among Balboa Travel, Inc. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$79K
Employer EIN952592646
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balboa Travel, Inc.)

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

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. -50000050000100000150000 -200204060 Total assets ($B) Participants Balboa Travel, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.01619613 · Participants: 105Balboa Travel, Inc. Profit Sharing and 401(k) 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
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 Smi 401(k) Plan in TX ($16M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Balboa Travel, Inc. Profit Sharing and 401(k) Plan assets move in 2024? ▼
Balboa Travel, Inc. Profit Sharing and 401(k) Plan held essentially flat - up 0.5% during 2024, from $16M to $16M. Reported net income was $79K.
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 Smi 401(k) Plan in TX ($16M, 1,156 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 Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants, N/A 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 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.