401(k) · DOL Form 5500 · 2022

Suite Synergy, Inc. 401(k) Plan

Data updated 2026-08-25

$764K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$382,187
Avg per participant High balance/head
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Official DOL plan name: Suite Synergy, Inc. 401(k) Profit Sharing Plan · Sponsored by Suite Synergy, Inc. · California · Professional & Technical Services

$764K in assets, 2 participants

Suite Synergy, Inc.'s Suite Synergy, Inc. 401(k) Profit Sharing Plan reported $764K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,975 in Professional & Technical Services (21,562 peers)

Suite Synergy, Inc. multi-year trail

Suite Synergy, Inc.'s plans moved +85.1% in assets from 2022 to 2024; this filing shows Suite Synergy, Inc. 401(k) Profit Sharing Plan at $764K / 2 participants.

#3,975
in Professional & Technical Services (21,562 peers)
-3.7%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Suite Synergy, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Suite Synergy, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$764,373 22nd percentile higher than 22% of 139,123 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 2022

Suite Synergy, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Suite Synergy, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 871962637 · Suite Synergy, Inc. PY 2022 · 401(k)

Suite Synergy, Inc. 401(k) Profit Sharing Plan · $764K · 2 · 22nd

  • PHOTO $764K
  • PHOTO 2
  • PHOTO 22nd
  • PHOTO 401(k)
  • PHOTO near Fred Joseph's, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #3975

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 →

Suite Synergy, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Suite Synergy, Inc. 401(k) Profit Sharing PlanSuite Synergy, Inc. 401(k) P…$764KFred Joseph's, Inc. 401(k) Profit Sharing PlanFred Joseph's, Inc. 401(k) P…$764KMba Studs 401(k) Plan$764KT.O.Haas 401(k) Employees 401(k) Savings PlanT.O.Haas 401(k) Employees 40…$764KCollis Roofing, Inc. 401(k) PlanCollis Roofing, Inc. 401(k) …$765K
End-of-year total assets ($M) among Suite Synergy, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Suite Synergy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Suite Synergy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 85.09314169914427% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.76M $1.41M ▲ +85.5%
Year Plans Participants Total Assets
2022 1 2 $764K
2023 1 2 $2M
2024 1 2 $1M

Suite Synergy, Inc. filing trail (2022)

Total Assets (Beginning of Year)$794K
Net Assets (End of Year)$764K
Net Income-$30K
Employer EIN871962637
Plan Effective Date2021-08-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Suite Synergy, Inc. 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 ($B) Participants Suite Synergy, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000764373 · Participants: 2Suite Synergy, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Suite Synergy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Suite Synergy, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Suite Synergy, Inc. 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 Fred Joseph's, Inc. 401(k) Profit Sharing Plan in CT ($764K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($764K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Suite Synergy, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Suite Synergy, Inc. 401(k) Profit Sharing Plan edged down modestly - down 3.7% during 2022, from $794K to $764K. Reported net income was -$30K.
How have Suite Synergy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suite Synergy, Inc.'s sponsor-wide assets grew 85.1%, from $764K to $1M.
Where does Suite Synergy, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Suite Synergy, Inc. 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Suite Synergy, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fred Joseph's, Inc. 401(k) Profit Sharing Plan in CT ($764K, 15 participants).
Which 401(k) plans cover a similar participant headcount to Suite Synergy, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 871962637.

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.