401(k) · DOL Form 5500 · 2024

Incharge Education Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
112
Participants Small participant base
60th
Percentile by assets National rank
$108,068
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Incharge 401(k) Retirement Plan · Sponsored by Incharge Education Foundation, Inc. · Florida · Professional & Technical Services

$12M in assets, 112 participants

Incharge Education Foundation, Inc.'s Incharge 401(k) Retirement Plan reported $12M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,791 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Incharge 401(k) Retirement Plan covers 112 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#11,791
in Professional & Technical Services (20,173 peers)
+12.8%
assets growth YoY

Incharge 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Incharge 401(k) Retirement Plan vs every filed plan by assets

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

$12,103,667 Top 40% higher than 60% 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

Incharge 401(k) Retirement 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. Incharge 401(k) Retirement Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Incharge 401(k) Retirement Plan reported net income rose from $400K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Incharge 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Incharge 401(k) Retirement Plan reported participants fell from 117 in the plan year 2023 filing to 112 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 200152720 · Incharge Education Foundation, Inc. PY 2024 · 401(k)

Incharge 401(k) Retirement Plan · $12M · 112 · 60th

  • PART $12M
  • PART 112
  • PART 60th
  • PART 401(k)
  • PART near Katahdin Industries, Inc 401(k) Profit Sharing Plan & Trust
  • PART ind #11791

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 Florida →

Incharge 401(k) Retirement Plan in the asset neighbourhood

Incharge 401(k) Retirement PlanIncharge 401(k) Retirement P…$12MKatahdin Industries, Inc 401(k) Profit Sharing Plan & TrustKatahdin Industries, Inc 401…$12MTelco Systems, Inc. Savings PlanTelco Systems, Inc. Savings …$12MStratosphere Quality, LLC 401(k) PlanStratosphere Quality, LLC 40…$12MMethodist Retirement Communities & Its Affiliated Organizations Associates 401(k) PlanMethodist Retirement Communi…$12M
End-of-year total assets ($M) among Incharge 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN200152720
Plan Effective Date2007-07-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Incharge Education Foundation, Inc.)

Sponsor-wide plan assets over time

All Incharge Education Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 12.799130013707% vs 2023
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 20232024 $10.7M $12.1M ▲ +12.8%
Year Plans Participants Total Assets
2023 1 117 $11M
2024 1 112 $12M

Nearby 401(k) Plans in Florida

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

Incharge 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Incharge 401(k) Retirement Plan, Total assets ($B): 0.012103667 · Participants: 112Incharge 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Incharge 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Incharge 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Katahdin Industries, Inc 401(k) Profit Sharing Plan & Trust in MA ($12M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Incharge 401(k) Retirement Plan assets move in 2024? ▼
Incharge 401(k) Retirement Plan grew at a solid clip - up 12.8% during 2024, from $11M to $12M. Reported net income was $1M.
How have Incharge Education Foundation, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Incharge Education Foundation, Inc.'s sponsor-wide assets grew 12.8%, from $11M to $12M.
Which 401(k) plans are similar in size to Incharge 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Katahdin Industries, Inc 401(k) Profit Sharing Plan & Trust in MA ($12M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Incharge 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 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 200152720.

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.