ESOP · DOL Form 5500 · 2024

Travel Store, Inc. ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
101
Participants Small participant base
82nd
Percentile by assets National rank
$430,161
Avg per participant High balance/head
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Official DOL plan name: Travel Store Employee Stock Ownership Plan · Sponsored by Travel Store, Inc. · California · Transportation & Warehousing

$43M in assets, 101 participants

Travel Store, Inc.'s Travel Store Employee Stock Ownership Plan reported $43M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,678 in Transportation & Warehousing (3,299 peers)

Coverage in California

Travel Store Employee Stock Ownership Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $43M.

#2,678
in Transportation & Warehousing (3,299 peers)
+2.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Travel Store Employee Stock Ownership Plan's outsized position by total assets

Travel Store Employee Stock Ownership Plan vs every filed plan by assets

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

$43,446,268 Top 18% higher than 82% 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

Travel Store Employee Stock Ownership 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. Travel Store Employee Stock Ownership Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Travel Store Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $778K in the plan year 2024 filing.
  • Travel Store Employee Stock Ownership Plan end-of-year assets rose from $42M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Travel Store Employee Stock Ownership Plan reported participants fell from 103 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952958880 · Travel Store, Inc. PY 2024 · ESOP

Travel Store Employee Stock Ownership Plan · $43M · 101 · 82nd

  • ASSETS $43M
  • ASSETS 101
  • ASSETS 82nd
  • ASSETS ESOP
  • ASSETS near Financial Business Systems, Inc. 2013 Amended and Restated Employee Stock Ownership Plan
  • ASSETS ind #2678

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 What is an ESOP? → · Plans in California →

Travel Store Employee Stock Ownership Plan in the asset neighbourhood

Scitec, Inc. Employee Stock Ownership PlanScitec, Inc. Employee Stock …$44MRsp Architects, Ltd Employee Stock Ownership PlanRsp Architects, Ltd Employee…$44MCornerstone Systems, Inc. Employee Stock Ownership PlanCornerstone Systems, Inc. Em…$44MFinancial Business Systems, Inc. 2013 Amended and Restated Employee Stock Ownership PlanFinancial Business Systems, …$43MTravel Store Employee Stock Ownership PlanTravel Store Employee Stock …$43M
End-of-year total assets ($M) among Travel Store Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$43M
Net Income$778K
Employer EIN952958880
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Travel Store, Inc.)

Sponsor-wide plan assets over time

All Travel Store, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 28.03684577565907% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $46.7M $59.7M ▲ +28.0%
Year Plans Participants Total Assets
2022 2 192 $47M
2023 2 197 $56M
2024 2 200 $60M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Travel Store Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Travel Store Employee Stock Ownership Plan, Total assets ($B): 0.043446268 · Participants: 101Travel Store Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Travel Store Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Travel Store Employee Stock Ownership Plan side-by-side with 3 peers →

Travel Store Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Financial Business Systems, Inc. 2013 Amended and Restated Employee Stock Ownership Plan in ND ($43M); by covered participants it is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Travel Store Employee Stock Ownership Plan assets move in 2024? ▼
Travel Store Employee Stock Ownership Plan edged up modestly - up 2.5% during 2024, from $42M to $43M. Reported net income was $778K.
How have Travel Store, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Travel Store, Inc.'s sponsor-wide assets grew 28.0%, from $47M to $60M.
Where does Travel Store Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Travel Store Employee Stock Ownership Plan ranks in the 82nd 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 ESOP plans are similar in size to Travel Store Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Financial Business Systems, Inc. 2013 Amended and Restated Employee Stock Ownership Plan in ND ($43M, 121 participants).
Which ESOP plans cover a similar participant headcount to Travel Store Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (101 participants, $20M 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 952958880.

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.