401(k) · DOL Form 5500 · 2023

Incloud LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
244
Participants Below avg headcount
63rd
Percentile by assets National rank
$50,093
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ontra 401(k) Plan · Sponsored by Incloud LLC · California · Professional & Technical Services

$12M in assets, 244 participants

Incloud LLC's Ontra 401(k) Plan reported $12M in total assets and 244 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,606 in Professional & Technical Services (20,321 peers)

Coverage in California

Ontra 401(k) Plan covers 244 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $12M.

#12,606
in Professional & Technical Services (20,321 peers)
+93.6%
assets growth YoY

Ontra 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ontra 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,222,764 Top 37% higher than 63% 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

Ontra 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ontra 401(k) Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ontra 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Ontra 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Ontra 401(k) Plan reported participants rose from 179 in the plan year 2022 filing to 244 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 465342154 · Incloud LLC PY 2023 · 401(k)

Ontra 401(k) Plan · $12M · 244 · 63rd

  • PART $12M
  • TYPE 244
  • NET 63rd
  • BOOK 401(k)
  • VS-ST near Sain Associates, Inc. 401(k) Profit Sharing Plan
  • BOY ind #12606

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 Professional & Technical Services retirement plans → · Plans in California →

Ontra 401(k) Plan in the asset neighbourhood

Bill Jacobs Companies Section 401(k) PlanBill Jacobs Companies Sectio…$12MOntra 401(k) Plan$12MSain Associates, Inc. 401(k) Profit Sharing PlanSain Associates, Inc. 401(k)…$12MPpfa Retirement Plan$12MFortress Solutions 401(k) PlanFortress Solutions 401(k) Pl…$12M
End-of-year total assets ($M) among Ontra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$12M
Net Income$6M
Employer EIN465342154
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Incloud LLC)

Sponsor-wide plan assets over time

All Incloud LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 219.58215135368513% vs 2022
2024 filing year
$0M$5M$10M$15M$20M$25M 202220232024 $6.31M $20.2M ▲ +219.8%
Year Plans Participants Total Assets
2022 1 179 $6M
2023 1 244 $12M
2024 1 298 $20M

Nearby 401(k) Plans in California

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

Ontra 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ontra 401(k) Plan, Total assets ($B): 0.012222764 · Participants: 244Ontra 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ontra 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ontra 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Sain Associates, Inc. 401(k) Profit Sharing Plan in AL ($12M); by covered participants it is One Network Enterprises, Inc. 401(k) Ps Plan & Trust in TX (244 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Ontra 401(k) Plan assets move in 2023? ▼
Ontra 401(k) Plan surged - up 93.6% during 2023, from $6M to $12M. Reported net income was $6M.
How have Incloud LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Incloud LLC's sponsor-wide assets grew 219.6%, from $6M to $20M.
Which 401(k) plans are similar in size to Ontra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sain Associates, Inc. 401(k) Profit Sharing Plan in AL ($12M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Ontra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is One Network Enterprises, Inc. 401(k) Ps Plan & Trust in TX (244 participants, $14M 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 465342154.

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.