401(k) · DOL Form 5500 · 2024

Inclusion Services LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
229
Participants Below avg headcount
32nd
Percentile by assets National rank
$10,858
Avg per participant Low balance/head
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Official DOL plan name: Inclusion Services 401(k) Plan · Sponsored by Inclusion Services LLC · California · Educational Services

$2M in assets, 229 participants

Inclusion Services LLC's Inclusion Services 401(k) Plan reported $2M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #714 in Educational Services (3,638 peers)

Coverage in California

Inclusion Services 401(k) Plan covers 229 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $2M.

#714
in Educational Services (3,638 peers)
+22.8%
assets growth YoY

Inclusion Services 401(k) Plan among the smaller filed plans by assets

Inclusion Services 401(k) Plan vs every filed plan by assets

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

$2,486,514 32nd percentile higher than 32% of 123,620 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 2024

Inclusion Services 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. Inclusion Services 401(k) Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Inclusion Services 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Inclusion Services 401(k) Plan reported participants fell from 271 in the plan year 2023 filing to 229 in the plan year 2024 filing.
  • Inclusion Services 401(k) Plan reported net income fell from $495K in the plan year 2023 filing to $462K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 270489074 · Inclusion Services LLC PY 2024 · 401(k)

Inclusion Services 401(k) Plan · $2M · 229 · 32nd

  • TYPE $2M
  • TYPE 229
  • TYPE 32nd
  • TYPE 401(k)
  • TYPE near Goodwill Industries of Kanawha Valley 401(k) Plan
  • TYPE ind #714

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 Educational Services retirement plans → · Plans in California →

Inclusion Services 401(k) Plan in the asset neighbourhood

Inclusion Services 401(k) PlanInclusion Services 401(k) Pl…$2MGoodwill Industries of Kanawha Valley 401(k) PlanGoodwill Industries of Kanaw…$2MLawn & Garden, LLC Union 401(k) PlanLawn & Garden, LLC Union 401…$2MBill Volz's Westchester Auto Corp. 401(k) PlanBill Volz's Westchester Auto…$2MWooden Ships of Hoboken Inc 401(k) Profit Sharing PlanWooden Ships of Hoboken Inc …$2M
End-of-year total assets ($M) among Inclusion Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$462K
Employer EIN270489074
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inclusion Services LLC)

Sponsor-wide plan assets over time

All Inclusion Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 62.55901025557545% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.53M $2.49M ▲ +62.7%
Year Plans Participants Total Assets
2022 1 258 $2M
2023 1 271 $2M
2024 1 229 $2M

Nearby 401(k) Plans in California

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

Inclusion Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Inclusion Services 401(k) Plan, Total assets ($B): 0.002486514 · Participants: 229Inclusion Services 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Inclusion Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Inclusion Services 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Goodwill Industries of Kanawha Valley 401(k) Plan in WV ($2M); by covered participants it is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.

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 Inclusion Services 401(k) Plan assets move in 2024? ▼
Inclusion Services 401(k) Plan grew sharply - up 22.8% during 2024, from $2M to $2M. Reported net income was $462K.
How have Inclusion Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inclusion Services LLC's sponsor-wide assets grew 62.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Inclusion Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goodwill Industries of Kanawha Valley 401(k) Plan in WV ($2M, 534 participants).
Which 401(k) plans cover a similar participant headcount to Inclusion Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants, N/A 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 270489074.

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.