401(k) · DOL Form 5500 · 2023

Inclusion Specialized Programs L 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
153
Participants Small participant base
26th
Percentile by assets National rank
$8,578
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Inclusion Specialized Programs 401(k) Plan · Sponsored by Inclusion Specialized Programs L · California · Healthcare & Social Assistance

$1M in assets, 153 participants

Inclusion Specialized Programs L's Inclusion Specialized Programs 401(k) Plan reported $1M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,990 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Inclusion Specialized Programs 401(k) Plan covers 153 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $1M.

#3,990
in Healthcare & Social Assistance (17,684 peers)
+62.4%
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 2023 · DOL Form 5500

$1,312,452 26th percentile higher than 26% 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

Inclusion Specialized Programs 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. Inclusion Specialized Programs 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Inclusion Specialized Programs 401(k) Plan reported net income rose from $52K in the plan year 2022 filing to $504K in the plan year 2023 filing.
  • Inclusion Specialized Programs 401(k) Plan end-of-year assets rose from $808K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Inclusion Specialized Programs 401(k) Plan reported participants rose from 140 in the plan year 2022 filing to 153 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 462888108 · Inclusion Specialized Programs L PY 2023 · 401(k)

Inclusion Specialized Programs 401(k) Plan · $1M · 153 · 26th

  • IND $1M
  • EOY 153
  • 5500 26th
  • ASSETS 401(k)
  • PCT near Scm Consulting, Ltd 401(k) Profit Sharing Plan and Trust
  • EIN ind #3990

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…$1MScm Consulting, Ltd 401(k) Profit Sharing Plan and TrustScm Consulting, Ltd 401(k) P…$1ML.Zacks Realty, Inc.$1MHealthcare Management Consultants, Inc. Profit Sharing 401(k) PlanHealthcare Management Consul…$1MPulmonary Medicine Associates, PC 401(k) Profit Sharing PlanPulmonary Medicine Associate…$1M
End-of-year total assets ($M) among Inclusion Specialized Programs 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$808K
Net Assets (End of Year)$1M
Net Income$504K
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): 0.001312452 · Participants: 153Inclusion Specialized Programs 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
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 Scm Consulting, Ltd 401(k) Profit Sharing Plan and Trust in NY ($1M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Inclusion Specialized Programs 401(k) Plan assets move in 2023? ▼
Inclusion Specialized Programs 401(k) Plan surged - up 62.4% during 2023, from $808K to $1M. Reported net income was $504K.
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.
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 Scm Consulting, Ltd 401(k) Profit Sharing Plan and Trust in NY ($1M, 1 participant).
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 Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants, N/A 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 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.