401(k) · DOL Form 5500 · 2024

Inclusive Education and Commun 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
272
Participants Below avg headcount
38th
Percentile by assets National rank
$14,084
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

$4M in assets, 272 participants

Inclusive Education and Commun's Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 272 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,692 in Other Services (7,719 peers)

Coverage in California

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust covers 272 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $4M.

#4,692
in Other Services (7,719 peers)
+5.4%
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 2024 · DOL Form 5500

$3,830,911 38th percentile higher than 38% 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

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust 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. Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust reported net income fell from $283K in the plan year 2023 filing to $196K in the plan year 2024 filing.
  • Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust reported participants rose from 217 in the plan year 2023 filing to 272 in the plan year 2024 filing.
  • Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 270039995 · Inclusive Education and Commun PY 2024 · 401(k)

Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust · $4M · 272 · 38th

  • PART $4M
  • TYPE 272
  • NET 38th
  • BOOK 401(k)
  • VS-ST near Energyre Services, LLC 401(k) Plan
  • BOY ind #4692

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…$4MEnergyre Services, LLC 401(k) PlanEnergyre Services, LLC 401(k…$4MSouthwest Service Administrators Inc. Bargaining Division 401(k) PlanSouthwest Service Administra…$4MWright Investments, Inc. Retirement PlanWright Investments, Inc. Ret…$4MEos Defense Systems USA, Inc., 401(k) PlanEos Defense Systems USA, Inc…$4M
End-of-year total assets ($M) among Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$196K
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003830911 · Participants: 272Inclusive Education and Commun 401(k) Profit Sharing Plan & TrustGoogle 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
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 Energyre Services, LLC 401(k) Plan in TX ($4M); by covered participants it is Derry Medical Center 401(k) Plan in NH (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Inclusive Education and Commun 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 5.4% during 2024, from $4M to $4M. Reported net income was $196K.
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 Energyre Services, LLC 401(k) Plan in TX ($4M, 60 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 Derry Medical Center 401(k) Plan in NH (272 participants, $47M 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 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.