401(k) · DOL Form 5500 · 2022
Inclusion Services LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 258
- Participants Below avg headcount
- 30th
- Percentile by assets National rank
- $5,929
- Avg per participant Low balance/head
Official DOL plan name: Inclusion Services 401(k) Plan · Sponsored by Inclusion Services LLC · California · Educational Services
$2M in assets, 258 participants
Inclusion Services LLC's Inclusion Services 401(k) Plan reported $2M in total assets and 258 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #815 in Educational Services (4,024 peers)
Coverage in California
Inclusion Services 401(k) Plan covers 258 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $2M.
- #815
- in Educational Services (4,024 peers)
- +1.0%
- assets growth YoY
Inclusion Services 401(k) Plan among the smaller filed plans by assets
Inclusion Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,529,607 30th percentile higher than 30% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Inclusion Services 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 Services 401(k) Plan sits mid-pack in the medium band (258 participants).
DOL schedule card
Filing strip 270489074 · Inclusion Services LLC PY 2022 · 401(k)
Inclusion Services 401(k) Plan · $2M · 258 · 30th
- ASSETS $2M
- ASSETS 258
- ASSETS 30th
- ASSETS 401(k)
- ASSETS near Hcw Management Consultants, LLC 401(k) Profit Sharing Plan
- ASSETS ind #815
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 Educational Services retirement plans → · Plans in California →
Inclusion Services 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $15K |
| Employer EIN | 270489074 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Inclusion Services LLC)
Sponsor-wide plan assets over time
All Inclusion Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 62.55901025557545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $2M |
| 2023 | 1 | 271 | $2M |
| 2024 | 1 | 229 | $2M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Inclusion Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Hcw Management Consultants, LLC 401(k) Profit Sharing Plan in MO ($2M); by covered participants it is Kenall Manufacturing Co. Inc. 401(k) Plan and Profit Sharing Plan and Trust in WI (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (258 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.