401(k) · DOL Form 5500 · 2024

Travelex Insurance Services Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 138
Participants Small participant base: 51st
Percentile by assets National rank: $57,532
Avg per participant Low balance/head

Official DOL plan name: Travelex Insurance Services Inc. 401(k) Plan · Sponsored by Travelex Insurance Services Inc. · Nebraska · Finance & Insurance

$8M in assets, 138 participants

Travelex Insurance Services Inc.'s Travelex Insurance Services Inc. 401(k) Plan reported $8M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

#3,018 in Finance & Insurance (8,549 peers)

Coverage in Nebraska

Travelex Insurance Services Inc. 401(k) Plan covers 138 participants in Nebraska, about 25% of the average Nebraska filer (state average ~552 per filing). Assets: $8M.

#3,018
in Finance & Insurance (8,549 peers): +14.3%
assets growth YoY

Travelex Insurance Services Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Travelex Insurance Services Inc. 401(k) Plan vs every filed plan by assets

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

$7,939,463 Top 49% higher than 51% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Travelex Insurance Services Inc. 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. Travelex Insurance Services Inc. 401(k) Plan sits mid-pack in the medium band (138 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 470804018 · Travelex Insurance Services Inc. PY 2024 · 401(k)

Travelex Insurance Services Inc. 401(k) Plan · $8M · 138 · 51st

TYPE $8M
NET 138
BOOK 51st
VS-ST 401(k)
BOY near The Berg Group, LLC 401(k) Profit Sharing Plan
SCH ind #3018

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 Finance & Insurance retirement plans → · Plans in Nebraska →

End-of-year total assets ($M) among Travelex Insurance Services Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$991K
Employer EIN	470804018
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Nebraska

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Travelex Insurance Services Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Hdr, Inc. Best Plan and ESOP $7.7B · 11,460
Peter Kiewit Sons, Inc. Retirement Savings Plan $2.8B · 17,030
Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.4B · 28,813
Union Pacific Corporation Thrift Plan $2.3B · 5,350
First National of Nebraska, Inc. First Savings Plan $1.0B · 4,950

Compare Travelex Insurance Services Inc. 401(k) Plan side-by-side with 3 peers →

Travelex Insurance Services Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is The Berg Group, LLC 401(k) Profit Sharing Plan in MN ($8M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

The Berg Group, LLC 401(k) Profit Sharing Plan (MN) $8M · 63
The Berg Group, LLC 401(k) Profit Sharing Plan (MN) $8M · 63
Rbi 401(k) Plan (OK) $8M · 32
Sportech, Inc 401(k) Plan (CT) $8M · 213

Similar participant headcount

Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.

Budney Overhaul & Repair, Ltd Employee Retirement Plan (CT) 138 · 0 off
Quality Dealerships 401(k) Profit Sharing Plan (NM) 138 · 0 off
Exceptional Foresters Inc. 401(k) Plan (WA) 138 · 0 off
Ae Logistics 401(k) & Psp (LA) 138 · 0 off

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 Travelex Insurance Services Inc. 401(k) Plan assets move in 2024? ▼

Travelex Insurance Services Inc. 401(k) Plan grew at a solid clip - up 14.3% during 2024, from $7M to $8M. Reported net income was $991K.

Which 401(k) plans are similar in size to Travelex Insurance Services Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Berg Group, LLC 401(k) Profit Sharing Plan in MN ($8M, 63 participants).

Which 401(k) plans cover a similar participant headcount to Travelex Insurance Services Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants, $7M 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 470804018.