Profit Sharing · DOL Form 5500 · 2024

Strategic Custom Wealth Solution, 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
$1.9M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Strategic Custom Wealth Solutions, Inc. · Sponsored by Strategic Custom Wealth Solution, Inc. · California · Professional & Technical Services

$2M in assets, 1 participants

Strategic Custom Wealth Solution, Inc.'s Strategic Custom Wealth Solutions, Inc. reported $2M in total assets and 1 participant in its 2024 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.

  • #4,991 in Professional & Technical Services (20,173 peers)

Strategic Custom Wealth Solution, Inc. multi-year trail

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

#4,991
in Professional & Technical Services (20,173 peers)
+13.8%
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 2024 · DOL Form 5500

$1,927,977 29th percentile higher than 29% 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

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

Plan-year 2024 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 2023 → plan year 2024

  • Strategic Custom Wealth Solutions, Inc. reported net income rose from $190K in the plan year 2023 filing to $234K in the plan year 2024 filing.
  • Strategic Custom Wealth Solutions, Inc. end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810617546 · Strategic Custom Wealth Solution, Inc. PY 2024 · Profit Sharing

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

  • IND $2M
  • EOY 1
  • 5500 29th
  • ASSETS Profit Sharing
  • PCT near Amir a Malik Md PA Profit Sharing Plan
  • EIN ind #4991

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

Strategic Custom Wealth Solutions, Inc.Strategic Custom Wealth Solu…$2MAmir a Malik Md PA Profit Sharing PlanAmir a Malik Md PA Profit Sh…$2MCrandall Filling Machinery, Inc.Crandall Filling Machinery, …$2MTelemedik Retirement Plan Retirement PlanTelemedik Retirement Plan Re…$2MAnthony C. Vitale, P.a. Profit Sharing PlanAnthony C. Vitale, P.a. Prof…$2M
End-of-year total assets ($M) among Strategic Custom Wealth Solutions, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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

Sponsor-wide plan assets over time

All Strategic Custom Wealth Solution, 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 Solution, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$234K
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 -20246810 Total assets ($B) Participants Strategic Custom Wealth Solutions, Inc., Total assets ($B): 0.001927977 · Participants: 1Strategic Custom Wealth Solutions, Inc.Scpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney 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 Amir a Malik Md PA Profit Sharing Plan in FL ($2M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (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 2024. 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 2024? ▼
Strategic Custom Wealth Solutions, Inc. grew at a solid clip - up 13.8% during 2024, from $2M to $2M. Reported net income was $234K.
How have Strategic Custom Wealth Solution, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Custom Wealth Solution, 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 Amir a Malik Md PA Profit Sharing Plan in FL ($2M, 6 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 Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 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.