401(k) · DOL Form 5500 · 2024

Scb Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
40
Participants Small participant base
59th
Percentile by assets National rank
$291,514
Avg per participant High 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

$12M in assets, 40 participants

Scb Ventures, LLC's Wgg Wealth Partners 401(k) Profit Sharing Plan reported $12M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,676 in Finance & Insurance (8,549 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 $12M / 40 participants.

#3,676
in Finance & Insurance (8,549 peers)
+37.5%
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 2024 · DOL Form 5500

$11,660,547 Top 41% higher than 59% 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

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

Plan-year 2024 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.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wgg Wealth Partners 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Wgg Wealth Partners 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Wgg Wealth Partners 401(k) Profit Sharing Plan reported participants fell from 41 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 900640659 · Scb Ventures, LLC PY 2024 · 401(k)

Wgg Wealth Partners 401(k) Profit Sharing Plan · $12M · 40 · 59th

  • BOOK $12M
  • BOOK 40
  • BOOK 59th
  • BOOK 401(k)
  • BOOK near Pillinger Miller Tarallo LLP 401(k) Profit Sharing Plan and Trust
  • BOOK ind #3676

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…$12MPillinger Miller Tarallo LLP 401(k) Profit Sharing Plan and TrustPillinger Miller Tarallo LLP…$12MSouthwest Transplant Alliance 403(b) PlanSouthwest Transplant Allianc…$12MCozzini Bros., Inc. Employees' Profit Sharing and Savings PlanCozzini Bros., Inc. Employee…$12MVignet Inc 401(k) Profit Sharing Plan & TrustVignet Inc 401(k) Profit Sha…$12M
End-of-year total assets ($M) among Wgg Wealth Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$12M
Net Income$3M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Wgg Wealth Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.011660547 · Participants: 40Wgg Wealth Partners 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 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 Pillinger Miller Tarallo LLP 401(k) Profit Sharing Plan and Trust in NY ($12M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (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 2024. 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 2024? ▼
Wgg Wealth Partners 401(k) Profit Sharing Plan surged - up 37.5% during 2024, from $8M to $12M. Reported net income was $3M.
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 Pillinger Miller Tarallo LLP 401(k) Profit Sharing Plan and Trust in NY ($12M, 181 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 Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants, $982K 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 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.