401(k) · DOL Form 5500 · 2023

Scb Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
41
Participants Small participant base
55th
Percentile by assets National rank
$206,809
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

$8M in assets, 41 participants

Scb Ventures, LLC's Wgg Wealth Partners 401(k) Profit Sharing Plan reported $8M in total assets and 41 participants in its 2023 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.

  • #3,540 in Finance & Insurance (8,869 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 $8M / 41 participants.

#3,540
in Finance & Insurance (8,869 peers)
+36.9%
assets growth YoY

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 2023 · DOL Form 5500

$8,479,170 Top 45% higher than 55% of 127,068 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 2023

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

Plan-year 2023 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 (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wgg Wealth Partners 401(k) Profit Sharing Plan reported net income rose from -$779K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wgg Wealth Partners 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Wgg Wealth Partners 401(k) Profit Sharing Plan reported participants rose from 40 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 900640659 · Scb Ventures, LLC PY 2023 · 401(k)

Wgg Wealth Partners 401(k) Profit Sharing Plan · $8M · 41 · 55th

  • ASSETS $8M
  • PCT 41
  • EIN 55th
  • RANK 401(k)
  • PHOTO near Higgins Body & Paint, Inc. 401(k) Profit Sharing Plan and Trust
  • IND ind #3540

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

Wgg Wealth Partners 401(k) Profit Sharing PlanWgg Wealth Partners 401(k) P…$8MHiggins Body & Paint, Inc. 401(k) Profit Sharing Plan and TrustHiggins Body & Paint, Inc. 4…$8MOptomi, LLC 401(k) Plan$8ML & R Industries, Inc. 401(k) Profit Sharing PlanL & R Industries, Inc. 401(k…$8MWhite Energy, LLC Employees Savings TrustWhite Energy, LLC Employees …$8M
End-of-year total assets ($M) among Wgg Wealth Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
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): 0.00847917 · Participants: 41Wgg Wealth Partners 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Higgins Body & Paint, Inc. 401(k) Profit Sharing Plan and Trust in UT ($8M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Wgg Wealth Partners 401(k) Profit Sharing Plan surged - up 36.9% during 2023, from $6M to $8M. Reported net income was $2M.
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 Higgins Body & Paint, Inc. 401(k) Profit Sharing Plan and Trust in UT ($8M, 78 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 Houston Vehicle Leasing 401(k) Plan in TX (41 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.