401(k) · DOL Form 5500 · 2024

Incloud LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 298
Participants Below avg headcount: 70th
Percentile by assets National rank: $67,712
Avg per participant Below avg balance/head

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

$20M in assets, 298 participants

Incloud LLC's Ontra 401(k) Plan reported $20M in total assets and 298 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

#14,067 in Professional & Technical Services (20,173 peers)

Coverage in California

Ontra 401(k) Plan covers 298 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $20M.

#14,067
in Professional & Technical Services (20,173 peers): +65.1%
assets growth YoY

Ontra 401(k) Plan's outsized position by total assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,178,139 Top 30% higher than 70% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

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

Plan-year 2024 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 (298 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ontra 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Ontra 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Ontra 401(k) Plan reported participants rose from 244 in the plan year 2023 filing to 298 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 465342154 · Incloud LLC PY 2024 · 401(k)

Ontra 401(k) Plan · $20M · 298 · 70th

VS-ST $20M
VS-ST 298
VS-ST 70th
VS-ST 401(k)
VS-ST near Orville's Appliance, Inc. 401(k) Plan
VS-ST ind #14067

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 →

End-of-year total assets ($M) among Ontra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$20M
Net Income	$8M
Employer EIN	465342154
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Incloud LLC)

Latest sponsor-wide plan assets: $20M 219.58215135368513% vs 2022; 2024 filing year

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

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

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 Orville's Appliance, Inc. 401(k) Plan in NY ($20M); by covered participants it is Sentral Services 401(k) Plan in MD (298 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Orville's Appliance, Inc. 401(k) Plan (NY) $20M · 155
Innovize / Excel 401(k) Savings Plan (MN) $20M · 325
Whitehead Oil Company 401(k) Profit Sharing Plan (NE) $20M · 376
Premier Therapy LLC Employees' 401(k) Plan (PA) $20M · 841

Similar participant headcount

Nearest other-state filings by covered participants (298 participants); asset peers above are excluded.

Sentral Services 401(k) Plan (MD) 298 · 0 off
Virginia Cancer Institute, Inc. Retirement Plan (VA) 298 · 0 off
Earl May Seed & Nursery Lc Profit Sharing and Retirement Savings Program (IA) 298 · 0 off
Apex Analytix 401(k) Profit Sharing Plan (NC) 298 · 0 off

DOL Form 5500 plan year 2024. 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 2024? ▼

Ontra 401(k) Plan surged - up 65.1% during 2024, from $12M to $20M. Reported net income was $8M.

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 Orville's Appliance, Inc. 401(k) Plan in NY ($20M, 155 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 Sentral Services 401(k) Plan in MD (298 participants, $511K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 465342154.