Profit Sharing · DOL Form 5500 · 2023

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
29th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Strategic Custom Wealth Solutions, Inc. · 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. reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,915 in Professional & Technical Services (20,321 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. at $2M / 1 participant.

#4,915
in Professional & Technical Services (20,321 peers)
+12.7%
assets growth YoY

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

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,694,917 29th percentile higher than 29% 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

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategic Custom Wealth Solutions, Inc. is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strategic Custom Wealth Solutions, Inc. reported net income rose from -$53K in the plan year 2022 filing to $190K in the plan year 2023 filing.
  • Strategic Custom Wealth Solutions, Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810617546 · Strategic Custom Wealth Solutions, Inc. PY 2023 · Profit Sharing

Strategic Custom Wealth Solutions, Inc. · $2M · 1 · 29th

  • 5500 $2M
  • ASSETS 1
  • PCT 29th
  • EIN Profit Sharing
  • RANK near Centro De Patologia Avanzada De P. R. , C. S. P. Profit Sharing Retirement Plan
  • PHOTO ind #4915

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. in the asset neighbourhood

C. Dicovskiy Medical Group Profit Sharing PlanC. Dicovskiy Medical Group P…$2MPti Retirement Plan$2MStrategic Custom Wealth Solutions, Inc.Strategic Custom Wealth Solu…$2MCentro De Patologia Avanzada De P. R. , C. S. P. Profit Sharing Retirement PlanCentro De Patologia Avanzada…$2MAkt Enterprises, Inc. Profit Sharing PlanAkt Enterprises, Inc. Profit…$2M
End-of-year total assets ($M) among Strategic Custom Wealth Solutions, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$190K
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. vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Strategic Custom Wealth Solutions, Inc., Total assets ($B): 0.001694917 · Participants: 1Strategic Custom Wealth Solutions, Inc.Intel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Strategic Custom Wealth Solutions, Inc. vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Strategic Custom Wealth Solutions, Inc. side-by-side with 3 peers →

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

Outside California, the nearest Profit Sharing by assets is Centro De Patologia Avanzada De P. R. , C. S. P. Profit Sharing Retirement Plan in PR ($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 2023. 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. assets move in 2023? ▼
Strategic Custom Wealth Solutions, Inc. grew at a solid clip - up 12.7% during 2023, from $2M to $2M. Reported net income was $190K.
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.? ▼
Among Profit Sharing plans in other states, the closest by assets is Centro De Patologia Avanzada De P. R. , C. S. P. Profit Sharing Retirement Plan in PR ($2M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Strategic Custom Wealth Solutions, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 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.