Profit Sharing · DOL Form 5500 · 2022

Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan · Sponsored by Strategic Custom Wealth Solutions, Inc. · California · Professional & Technical Services

$2M in assets, 1 participants

Strategic Custom Wealth Solutions, Inc.'s Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,636 in Professional & Technical Services (21,562 peers)

Strategic Custom Wealth Solutions, Inc. multi-year trail

Strategic Custom Wealth Solutions, Inc.'s plans moved +28.2% in assets from 2022 to 2024; this filing shows Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan at $2M / 1 participant.

#5,636
in Professional & Technical Services (21,562 peers)
-3.4%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan among the smaller filed plans by assets

Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,504,432 30th percentile higher than 30% of 139,123 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 2022

Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 810617546 · Strategic Custom Wealth Solutions, Inc. PY 2022 · Profit Sharing

Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan · $2M · 1 · 30th

  • PCT $2M
  • EIN 1
  • RANK 30th
  • PHOTO Profit Sharing
  • IND near Epstein Properties Co Inc Profit-Sharing Plan
  • EOY ind #5636

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 →

Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan in the asset neighbourhood

Epstein Properties Co Inc Profit-Sharing PlanEpstein Properties Co Inc Pr…$2MGrossman Podiatry Center Retirement PlanGrossman Podiatry Center Ret…$2MAt Last Gourmet Foods Profit Sharing PlanAt Last Gourmet Foods Profit…$2MStrategic Custom Wealth Solutions, Inc. Profit Sharing PlanStrategic Custom Wealth Solu…$2MCampton Hills Real Estate Group Ltd Employee Savings PlanCampton Hills Real Estate Gr…$2M
End-of-year total assets ($M) among Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Strategic Custom Wealth Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Strategic Custom Wealth Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.15315015899688% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.5M $1.93M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Strategic Custom Wealth Solutions, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$53K
Employer EIN810617546
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan, Total assets ($B): 0.001504432 · Participants: 1Strategic Custom Wealth Solutions, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan side-by-side with 3 peers →

Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Epstein Properties Co Inc Profit-Sharing Plan in AZ ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan assets move in 2022? ▼
Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan edged down modestly - down 3.4% during 2022, from $2M to $2M. Reported net income was -$53K.
How have Strategic Custom Wealth Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Custom Wealth Solutions, Inc.'s sponsor-wide assets grew 28.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Epstein Properties Co Inc Profit-Sharing Plan in AZ ($2M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Strategic Custom Wealth Solutions, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810617546.

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.