401(k) · DOL Form 5500 · 2024

Included Health, Inc. 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
2,219
Participants Above avg headcount
91st
Percentile by assets National rank
$50,534
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Included Health 401(k) Plan · Sponsored by Included Health, Inc. · California · Healthcare & Social Assistance

$112M in assets, 2,219 participants

Included Health, Inc.'s Included Health 401(k) Plan reported $112M in total assets and 2,219 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,598 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Included Health 401(k) Plan covers 2,219 participants in California, 3.5x the typical California plan (state average ~630 per filing). Assets: $112M.

#15,598
in Healthcare & Social Assistance (16,916 peers)
+19.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

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

Included Health 401(k) Plan vs every filed plan by assets

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

$112,135,227 Top 9% higher than 91% 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

Included Health 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Included Health 401(k) Plan lands in the large band (2,219 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Included Health 401(k) Plan reported net income fell from $26M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Included Health 401(k) Plan end-of-year assets rose from $94M in the plan year 2023 filing to $112M in the plan year 2024 filing.
  • Included Health 401(k) Plan reported participants rose from 2,103 in the plan year 2023 filing to 2,219 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 453580052 · Included Health, Inc. PY 2024 · 401(k)

Included Health 401(k) Plan · $112M · 2,219 · 91st

  • BOOK $112M
  • BOOK 2,219
  • BOOK 91st
  • BOOK 401(k)
  • BOOK near Novaspect, Inc. 401(k) Plan
  • BOOK ind #15598

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Included Health 401(k) Plan in the asset neighbourhood

Midway Products Group, Inc. 401(k) PlanMidway Products Group, Inc. …$112MBilfinger Inc. Retirement PlanBilfinger Inc. Retirement Pl…$112MIncluded Health 401(k) Plan$112MNovaspect, Inc. 401(k) Plan$112MUpm Raflatac Retirement Savings PlanUpm Raflatac Retirement Savi…$112M
End-of-year total assets ($M) among Included Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$112M
Net Income$19M
Employer EIN453580052
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Included Health, Inc.)

Sponsor-wide plan assets over time

All Included Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 65.1570545632234% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $67.9M $112M ▲ +65.2%
Year Plans Participants Total Assets
2022 1 716 $68M
2023 1 2,103 $94M
2024 1 2,219 $112M

Nearby 401(k) Plans in California

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

Included Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Included Health 401(k) Plan, Total assets ($B): 0.112135227 · Participants: 2219Included Health 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
Included Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Included Health 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Novaspect, Inc. 401(k) Plan in IL ($112M); by covered participants it is Savings Plan for Transcontinental US, LLC and Certain of Its Affiliates in IL (2,220 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($112M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,219 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 Included Health 401(k) Plan assets move in 2024? ▼
Included Health 401(k) Plan grew sharply - up 19.8% during 2024, from $94M to $112M. Reported net income was $19M.
How have Included Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Included Health, Inc.'s sponsor-wide assets grew 65.2%, from $68M to $112M.
Where does Included Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Included Health 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Included Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Novaspect, Inc. 401(k) Plan in IL ($112M, 439 participants).
Which 401(k) plans cover a similar participant headcount to Included Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Savings Plan for Transcontinental US, LLC and Certain of Its Affiliates in IL (2,220 participants, $186M 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 453580052.

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.