401(k) · DOL Form 5500 · 2023

Inclusa, Inc. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
1,306
Participants Near avg headcount
87th
Percentile by assets National rank
$46,227
Avg per participant Low balance/head
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Official DOL plan name: Inclusa, Inc. Employee Retirement Savings Plan · Sponsored by Inclusa, Inc. · Wisconsin · Healthcare & Social Assistance

$60M in assets, 1,306 participants

Inclusa, Inc.'s Inclusa, Inc. Employee Retirement Savings Plan reported $60M in total assets and 1,306 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,785 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Inclusa, Inc. Employee Retirement Savings Plan covers 1,306 participants in Wisconsin, 2.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $60M.

#15,785
in Healthcare & Social Assistance (17,684 peers)
+25.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$60,371,840 Top 13% higher than 87% of 127,068 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 2023

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

Plan-year 2023 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 (1,306 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Inclusa, Inc. Employee Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Inclusa, Inc. Employee Retirement Savings Plan end-of-year assets rose from $48M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Inclusa, Inc. Employee Retirement Savings Plan reported participants rose from 1,212 in the plan year 2022 filing to 1,306 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 813565570 · Inclusa, Inc. PY 2023 · 401(k)

Inclusa, Inc. Employee Retirement Savings Plan · $60M · 1,306 · 87th

  • BOOK $60M
  • VS-ST 1,306
  • BOY 87th
  • SCH 401(k)
  • EBSA near Kumon North America, Inc. 401(k) Plan
  • PART ind #15785

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

Re/Spec Inc. Employee 401(k) Retirement PlanRe/Spec Inc. Employee 401(k)…$60MAhmc 401(k) Retirement Savings PlanAhmc 401(k) Retirement Savin…$60MInclusa, Inc. Employee Retirement Savings PlanInclusa, Inc. Employee Retir…$60MKumon North America, Inc. 401(k) PlanKumon North America, Inc. 40…$60MWood Partners Retirement & Savings PlanWood Partners Retirement & S…$60M
End-of-year total assets ($M) among Inclusa, Inc. Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$60M
Net Income$12M
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. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Inclusa, Inc. Employee Retirement Savings Plan, Total assets ($B): 0.06037184 · Participants: 1306Inclusa, Inc. Employee Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement 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 Kumon North America, Inc. 401(k) Plan in NJ ($60M); by covered participants it is Carolina Restaurant Group, Inc. Retirement Savings Plan in NC (1,306 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,306 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Inclusa, Inc. Employee Retirement Savings Plan grew sharply - up 25.1% during 2023, from $48M to $60M. Reported net income was $12M.
Where does Inclusa, Inc. Employee Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Inclusa, Inc. Employee Retirement Savings Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Kumon North America, Inc. 401(k) Plan in NJ ($60M, 289 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 Carolina Restaurant Group, Inc. Retirement Savings Plan in NC (1,306 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.