401(k) · DOL Form 5500 · 2024
Travelex Insurance Services Inc. 401(k) Plan
Data updated 2026-08-11
- $8M
- Total assets
- 138
- Participants
- 51st
- Percentile by assets
- $57,532
- Avg per participant
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.
- 51st percentile by assets (of 123,622 plans)
- #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.
- $8M
- total plan assets (2024 EOY)
- 138
- covered participants
- 51st
- percentile by assets (of 123,622 plans)
- $57,532
- avg assets per participant
Where Travelex Insurance Services Inc. 401(k) Plan sits by total assets
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
Participants vs Nebraska filers
In Nebraska, the average filing covers about 552 participants across 778 plans. Travelex Insurance Services Inc. 401(k) Plan reports 138 participants - about 25% of that state average ($8M EOY assets).
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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Travelex Insurance Services Inc. 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Travelex Insurance Services Inc. 401(k) Plan assets move in 2024? ▼
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Filing takeaways
Ways to act on Travelex Insurance Services Inc. 401(k) Plan's numbers.
- By total assets, Travelex Insurance Services Inc. 401(k) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Nebraska. Compare plans