401(k) · DOL Form 5500 · 2022

Inclusion Specialized Programs L 401(k) Plan

Data updated 2026-08-25

$808K
Total assets Small plan by assets
140
Participants Small participant base
23rd
Percentile by assets National rank
$5,772
Avg per participant Low balance/head
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Official DOL plan name: Inclusion Specialized Programs 401(k) Plan · Sponsored by Inclusion Specialized Programs L · California · Healthcare & Social Assistance

$808K in assets, 140 participants

Inclusion Specialized Programs L's Inclusion Specialized Programs 401(k) Plan reported $808K in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,897 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Inclusion Specialized Programs 401(k) Plan covers 140 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $808K.

#3,897
in Healthcare & Social Assistance (20,060 peers)
+6.8%
assets growth YoY

Inclusion Specialized Programs 401(k) Plan among the smaller filed plans by assets

Inclusion Specialized Programs 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$808,063 23rd percentile higher than 23% of 139,123 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 2022

Inclusion Specialized Programs 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Inclusion Specialized Programs 401(k) Plan sits mid-pack in the medium band (140 participants).

Published 5500 schedule card

Filing strip 462888108 · Inclusion Specialized Programs L PY 2022 · 401(k)

Inclusion Specialized Programs 401(k) Plan · $808K · 140 · 23rd

  • EIN $808K
  • RANK 140
  • PHOTO 23rd
  • IND 401(k)
  • EOY near Chg Senior Living, LLC 401(k) Plan
  • 5500 ind #3897

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Inclusion Specialized Programs 401(k) Plan in the asset neighbourhood

Inclusion Specialized Programs 401(k) PlanInclusion Specialized Progra…$808KChg Senior Living, LLC 401(k) PlanChg Senior Living, LLC 401(k…$808KEastern Medical Specialists, P.C. Profit Sharing PlanEastern Medical Specialists,…$808KAltendorf Trucking 401(k) PlanAltendorf Trucking 401(k) Pl…$808KCtf 401(k) Plan$808K
End-of-year total assets ($M) among Inclusion Specialized Programs 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$756K
Net Assets (End of Year)$808K
Net Income$52K
Employer EIN462888108
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inclusion Specialized Programs L)

Sponsor-wide plan assets over time

All Inclusion Specialized Programs L plans reported in each filing year

Latest sponsor-wide plan assets
$2M 104.50002041919998% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.81M $1.65M ▲ +103.7%
Year Plans Participants Total Assets
2022 1 140 $808K
2023 1 153 $1M
2024 1 149 $2M

Nearby 401(k) Plans in California

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

Inclusion Specialized Programs 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Inclusion Specialized Programs 401(k) Plan, Total assets ($B): 0.000808063 · Participants: 140Inclusion Specialized Programs 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Inclusion Specialized Programs 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Inclusion Specialized Programs 401(k) Plan side-by-side with 3 peers →

Inclusion Specialized Programs 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chg Senior Living, LLC 401(k) Plan in TX ($808K); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($808K here).

Similar participant headcount

Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Inclusion Specialized Programs 401(k) Plan assets move in 2022? ▼
Inclusion Specialized Programs 401(k) Plan grew at a solid clip - up 6.8% during 2022, from $756K to $808K. Reported net income was $52K.
How have Inclusion Specialized Programs L plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inclusion Specialized Programs L's sponsor-wide assets grew 104.5%, from $808K to $2M.
Where does Inclusion Specialized Programs 401(k) Plan rank by assets among Form 5500 filers? ▼
Inclusion Specialized Programs 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Inclusion Specialized Programs 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chg Senior Living, LLC 401(k) Plan in TX ($808K, 320 participants).
Which 401(k) plans cover a similar participant headcount to Inclusion Specialized Programs 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants, $584K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462888108.

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.