401(k) · DOL Form 5500 · 2022

Scb Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
40
Participants Small participant base
55th
Percentile by assets National rank
$154,873
Avg per participant Above avg balance/head
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Official DOL plan name: Wgg Wealth Partners 401(k) Profit Sharing Plan · Sponsored by Scb Ventures, LLC · California · Finance & Insurance

$6M in assets, 40 participants

Scb Ventures, LLC's Wgg Wealth Partners 401(k) Profit Sharing Plan reported $6M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,584 in Finance & Insurance (9,261 peers)

Scb Ventures, LLC multi-year trail

Scb Ventures, LLC's plans moved +88.2% in assets from 2022 to 2024; this filing shows Wgg Wealth Partners 401(k) Profit Sharing Plan at $6M / 40 participants.

#3,584
in Finance & Insurance (9,261 peers)
-11.2%
assets change YoY

The plan reported a net loss of $779K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wgg Wealth Partners 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Wgg Wealth Partners 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,194,915 Top 45% higher than 55% 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

Wgg Wealth Partners 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wgg Wealth Partners 401(k) Profit Sharing Plan is a small filing (40 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 900640659 · Scb Ventures, LLC PY 2022 · 401(k)

Wgg Wealth Partners 401(k) Profit Sharing Plan · $6M · 40 · 55th

  • 5500 $6M
  • 5500 40
  • 5500 55th
  • 5500 401(k)
  • 5500 near Alliance Automation 401(k) Retirement Plan
  • 5500 ind #3584

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 Finance & Insurance retirement plans → · Plans in California →

Wgg Wealth Partners 401(k) Profit Sharing Plan in the asset neighbourhood

Solace Healthcare, Inc. 401(k) PlanSolace Healthcare, Inc. 401(…$6MWgg Wealth Partners 401(k) Profit Sharing PlanWgg Wealth Partners 401(k) P…$6MAlliance Automation 401(k) Retirement PlanAlliance Automation 401(k) R…$6MAble Equipment Rental, Inc. 401(k) PlanAble Equipment Rental, Inc. …$6MFontanesi and Kann Employees Profit Sharing 401(k) PlanFontanesi and Kann Employees…$6M
End-of-year total assets ($M) among Wgg Wealth Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scb Ventures, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Scb Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 88.22771579593909% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.19M $11.7M ▲ +88.4%
Year Plans Participants Total Assets
2022 1 40 $6M
2023 1 41 $8M
2024 1 40 $12M

Scb Ventures, LLC filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$779K
Employer EIN900640659
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wgg Wealth Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wgg Wealth Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.006194915 · Participants: 40Wgg Wealth Partners 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Wgg Wealth Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wgg Wealth Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Wgg Wealth Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Alliance Automation 401(k) Retirement Plan in OH ($6M); by covered participants it is Quality Switch Inc 401(k) Profit Sharing Plan & Trust in OH (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); 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 Wgg Wealth Partners 401(k) Profit Sharing Plan assets move in 2022? ▼
Wgg Wealth Partners 401(k) Profit Sharing Plan pulled back noticeably - down 11.2% during 2022, from $7M to $6M. Reported net income was -$779K.
How have Scb Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scb Ventures, LLC's sponsor-wide assets grew 88.2%, from $6M to $12M.
Which 401(k) plans are similar in size to Wgg Wealth Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliance Automation 401(k) Retirement Plan in OH ($6M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Wgg Wealth Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Switch Inc 401(k) Profit Sharing Plan & Trust in OH (40 participants, $6M 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 900640659.

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.