401(k) · DOL Form 5500 · 2022

Inclusive Education and Commun 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
259
Participants Below avg headcount
43rd
Percentile by assets National rank
$12,942
Avg per participant Low balance/head
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Official DOL plan name: Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust · Sponsored by Inclusive Education and Commun · California · Other Services

$3M in assets, 259 participants

Inclusive Education and Commun's Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 259 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #5,359 in Other Services (8,398 peers)

Coverage in California

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust covers 259 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $3M.

#5,359
in Other Services (8,398 peers)
-11.7%
assets change YoY

The plan reported a net loss of $443K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,351,873 43rd percentile higher than 43% 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

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust 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. Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (259 participants).

EBSA filing schedule strip

Filing strip 270039995 · Inclusive Education and Commun PY 2022 · 401(k)

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust · $3M · 259 · 43rd

  • EIN $3M
  • RANK 259
  • PHOTO 43rd
  • IND 401(k)
  • EOY near Employee Benefit Plan of Community Mental Health Centers of Warren County, Inc.
  • 5500 ind #5359

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 Other Services retirement plans → · Plans in California →

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Inclusive Education and Commun 401(k) Profit Sharing Plan & TrustInclusive Education and Comm…$3MEmployee Benefit Plan of Community Mental Health Centers of Warren County, Inc.Employee Benefit Plan of Com…$3MLenex Steel Company 401(k) PlanLenex Steel Company 401(k) P…$3MDavinci Academy Retirement PlanDavinci Academy Retirement P…$3MCrusoe Energy Systems Inc 401(k) PlanCrusoe Energy Systems Inc 40…$3M
End-of-year total assets ($M) among Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$443K
Employer EIN270039995
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inclusive Education and Commun)

Sponsor-wide plan assets over time

All Inclusive Education and Commun plans reported in each filing year

Latest sponsor-wide plan assets
$8M 151.11577914795697% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.35M $8.42M ▲ +151.3%
Year Plans Participants Total Assets
2022 1 259 $3M
2023 1 217 $4M
2024 2 678 $8M

Nearby 401(k) Plans in California

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

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003351873 · Participants: 259Inclusive Education and Commun 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Employee Benefit Plan of Community Mental Health Centers of Warren County, Inc. in OH ($3M); by covered participants it is Amicus Medical Group, Inc. 401(k) Retirement & Profit Sharing Plan in FL (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 11.7% during 2022, from $4M to $3M. Reported net income was -$443K.
How have Inclusive Education and Commun plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inclusive Education and Commun's sponsor-wide assets grew 151.1%, from $3M to $8M.
Which 401(k) plans are similar in size to Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Community Mental Health Centers of Warren County, Inc. in OH ($3M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Amicus Medical Group, Inc. 401(k) Retirement & Profit Sharing Plan in FL (259 participants, N/A 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 270039995.

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.