401(k) · DOL Form 5500 · 2023

Inclusive Education and Commun 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
217
Participants Below avg headcount
39th
Percentile by assets National rank
$16,752
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust · Sponsored by Inclusive Education and Commun · California · Other Services

$4M in assets, 217 participants

Inclusive Education and Commun's Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,860 in Other Services (7,857 peers)

Coverage in California

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust covers 217 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $4M.

#4,860
in Other Services (7,857 peers)
+8.5%
assets growth YoY

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 2023 · DOL Form 5500

$3,635,280 39th percentile higher than 39% 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

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust 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. Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust reported net income rose from -$443K in the plan year 2022 filing to $283K in the plan year 2023 filing.
  • Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust reported participants fell from 259 in the plan year 2022 filing to 217 in the plan year 2023 filing.
  • Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270039995 · Inclusive Education and Commun PY 2023 · 401(k)

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust · $4M · 217 · 39th

  • PART $4M
  • PART 217
  • PART 39th
  • PART 401(k)
  • PART near Tfl Retirement and Savings Plan
  • PART ind #4860

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…$4MTfl Retirement and Savings PlanTfl Retirement and Savings P…$4MNextcom LLC 401(k) Profit Sharing Plan & TrustNextcom LLC 401(k) Profit Sh…$4MBoj of Wnc, LLC Retirement PlanBoj of Wnc, LLC Retirement P…$4MZwi Group LLC Retirement Plan$4M
End-of-year total assets ($M) among Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$283K
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): 0.00363528 · Participants: 217Inclusive Education and Commun 401(k) Profit Sharing Plan & TrustWells 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
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 Tfl Retirement and Savings Plan in TX ($4M); by covered participants it is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 8.5% during 2023, from $3M to $4M. Reported net income was $283K.
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 Tfl Retirement and Savings Plan in TX ($4M, 7 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 Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants, $12M 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 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.