401(k) · DOL Form 5500 · 2022

Inclusa, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
1,212
Participants Near avg headcount
88th
Percentile by assets National rank
$39,802
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Inclusa, Inc. Employee Retirement Savings Plan · Sponsored by Inclusa, Inc. · Wisconsin · Healthcare & Social Assistance

$48M in assets, 1,212 participants

Inclusa, Inc.'s Inclusa, Inc. Employee Retirement Savings Plan reported $48M in total assets and 1,212 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,979 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Inclusa, Inc. Employee Retirement Savings Plan covers 1,212 participants in Wisconsin, 2.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $48M.

#17,979
in Healthcare & Social Assistance (20,060 peers)
-4.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Inclusa, Inc. Employee Retirement Savings Plan's outsized position by total assets

Inclusa, Inc. Employee Retirement Savings Plan vs every filed plan by assets

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

$48,240,249 Top 12% higher than 88% 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

Inclusa, Inc. Employee Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Inclusa, Inc. Employee Retirement Savings Plan lands in the large band (1,212 participants).

Form 5500 schedule snapshot

Filing strip 813565570 · Inclusa, Inc. PY 2022 · 401(k)

Inclusa, Inc. Employee Retirement Savings Plan · $48M · 1,212 · 88th

  • BOY $48M
  • BOY 1,212
  • BOY 88th
  • BOY 401(k)
  • BOY near Tech-Etch, Inc. 401(k) Plan
  • BOY ind #17979

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 Wisconsin →

Inclusa, Inc. Employee Retirement Savings Plan in the asset neighbourhood

Lipari Foods 401(k) Profit Sharing PlanLipari Foods 401(k) Profit S…$48MInclusa, Inc. Employee Retirement Savings PlanInclusa, Inc. Employee Retir…$48MTech-Etch, Inc. 401(k) Plan$48MAssociated Supply Co., Inc 401(k) Profit Sharing PlAssociated Supply Co., Inc 4…$48MCleveland Steel Container Corp. 401(k) Profit Sharing PlanCleveland Steel Container Co…$48M
End-of-year total assets ($M) among Inclusa, Inc. Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$48M
Net Income-$2M
Employer EIN813565570
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inclusa, Inc.)

Sponsor-wide plan assets over time

All Inclusa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $48.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1,212 $48M
2023 1 1,306 $60M
2024 1 N/A N/A

Nearby 401(k) Plans in Wisconsin

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

Inclusa, Inc. Employee Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Inclusa, Inc. Employee Retirement Savings Plan, Total assets ($B): 0.048240249 · Participants: 1212Inclusa, Inc. Employee Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Inclusa, Inc. Employee Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Inclusa, Inc. Employee Retirement Savings Plan side-by-side with 3 peers →

Inclusa, Inc. Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tech-Etch, Inc. 401(k) Plan in MA ($48M); by covered participants it is The Doe Run Resources Corporation 401(k) Retirement Plan in MO (1,212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,212 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 Inclusa, Inc. Employee Retirement Savings Plan assets move in 2022? ▼
Inclusa, Inc. Employee Retirement Savings Plan edged down modestly - down 4.1% during 2022, from $50M to $48M. Reported net income was -$2M.
Where does Inclusa, Inc. Employee Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Inclusa, Inc. Employee Retirement Savings Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Inclusa, Inc. Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tech-Etch, Inc. 401(k) Plan in MA ($48M, 640 participants).
Which 401(k) plans cover a similar participant headcount to Inclusa, Inc. Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Doe Run Resources Corporation 401(k) Retirement Plan in MO (1,212 participants, $125M 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 813565570.

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.