401(k) · DOL Form 5500 · 2024

Scales Venture Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$662K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$330,751
Avg per participant High balance/head
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Official DOL plan name: Scales Venture Holdings Inc. Retirement Plan · Sponsored by Scales Venture Holdings Inc. · Texas · Other Services

$662K in assets, 2 participants

Scales Venture Holdings Inc.'s Scales Venture Holdings Inc. Retirement Plan reported $662K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,220 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Scales Venture Holdings Inc. Retirement Plan ranks #3,220 of 7,719 2024 filers by assets (3034% of the sector average)-$662K for 2 participants.

#3,220
in Other Services (7,719 peers)
+23.0%
assets growth YoY

Scales Venture Holdings Inc. Retirement Plan among the smaller filed plans by assets

Scales Venture Holdings Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$661,502 20th percentile higher than 20% 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

Scales Venture Holdings Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scales Venture Holdings Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Scales Venture Holdings Inc. Retirement Plan reported participants rose from 1 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Scales Venture Holdings Inc. Retirement Plan end-of-year assets rose from $538K in the plan year 2023 filing to $662K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 863193069 · Scales Venture Holdings Inc. PY 2024 · 401(k)

Scales Venture Holdings Inc. Retirement Plan · $662K · 2 · 20th

  • SCH $662K
  • SCH 2
  • SCH 20th
  • SCH 401(k)
  • SCH near Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust
  • SCH ind #3220

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 Other Services retirement plans → · Plans in Texas →

Scales Venture Holdings Inc. Retirement Plan in the asset neighbourhood

Scales Venture Holdings Inc. Retirement PlanScales Venture Holdings Inc.…$662KWilkinson and Clements PA 401(k) Profit Sharing Plan & TrustWilkinson and Clements PA 40…$662KMark Ryan Company, LLC 401(k) PlanMark Ryan Company, LLC 401(k…$662KHats-N-Homes, Inc. 401(k) PlanHats-N-Homes, Inc. 401(k) Pl…$662KPeoplecare Health System Inc. Pension Transfer Trust PlanPeoplecare Health System Inc…$662K
End-of-year total assets ($M) among Scales Venture Holdings Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$538K
Net Assets (End of Year)$662K
Net Income$124K
Employer EIN863193069
Plan Effective Date2021-04-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Scales Venture Holdings Inc.)

Sponsor-wide plan assets over time

All Scales Venture Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$662K 60.195963994158866% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.41M $0.66M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 1 $413K
2023 1 1 $538K
2024 1 2 $662K

Nearby 401(k) Plans in Texas

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

Scales Venture Holdings Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Scales Venture Holdings Inc. Retirement Plan, Total assets ($B): 0.000661502 · Participants: 2Scales Venture Holdings Inc. Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Scales Venture Holdings Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Scales Venture Holdings Inc. Retirement Plan side-by-side with 3 peers →

Scales Venture Holdings Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust in FL ($662K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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 Scales Venture Holdings Inc. Retirement Plan assets move in 2024? ▼
Scales Venture Holdings Inc. Retirement Plan grew sharply - up 23.0% during 2024, from $538K to $662K. Reported net income was $124K.
How have Scales Venture Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scales Venture Holdings Inc.'s sponsor-wide assets grew 60.2%, from $413K to $662K.
Where does Scales Venture Holdings Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Scales Venture Holdings Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Scales Venture Holdings Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilkinson and Clements PA 401(k) Profit Sharing Plan & Trust in FL ($662K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Scales Venture Holdings Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, 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 863193069.

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.