401(k) · DOL Form 5500 · 2022

Synergy Healthcare Associates 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
163
Participants Small participant base
83rd
Percentile by assets National rank
$184,613
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Synergy Healthcare Associates 401(k) Plan · Sponsored by Synergy Healthcare Associates · Texas · Healthcare & Social Assistance

$30M in assets, 163 participants

Synergy Healthcare Associates's Synergy Healthcare Associates 401(k) Plan reported $30M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,158 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Synergy Healthcare Associates 401(k) Plan covers 163 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $30M.

#17,158
in Healthcare & Social Assistance (20,060 peers)
-16.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Synergy Healthcare Associates 401(k) Plan's outsized position by total assets

Synergy Healthcare Associates 401(k) Plan vs every filed plan by assets

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

$30,091,963 Top 17% higher than 83% 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

Synergy Healthcare Associates 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Synergy Healthcare Associates 401(k) Plan sits mid-pack in the medium band (163 participants).

EBSA filing schedule strip

Filing strip 264333033 · Synergy Healthcare Associates PY 2022 · 401(k)

Synergy Healthcare Associates 401(k) Plan · $30M · 163 · 83rd

  • ASSETS $30M
  • ASSETS 163
  • ASSETS 83rd
  • ASSETS 401(k)
  • ASSETS near Cooperative Elevator Company Employees' Profit Sharing & 401(k) Plan
  • ASSETS ind #17158

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Synergy Healthcare Associates 401(k) Plan in the asset neighbourhood

Cooperative Elevator Company Employees' Profit Sharing & 401(k) PlanCooperative Elevator Company…$30MSk Life Science, Inc. 401(k) Profit Sharing Plan & TrustSk Life Science, Inc. 401(k)…$30MSynergy Healthcare Associates 401(k) PlanSynergy Healthcare Associate…$30MYounger Mfg. Co. 401(k) Plan$30MKingsway America Inc. 401(k) Retirement Savings PlanKingsway America Inc. 401(k)…$30M
End-of-year total assets ($M) among Synergy Healthcare Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$30M
Net Income-$6M
Employer EIN264333033
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Healthcare Associates)

Sponsor-wide plan assets over time

All Synergy Healthcare Associates plans reported in each filing year

Latest sponsor-wide plan assets
$30M 0.8139914302034732% vs 2022
2024 filing year
$30M$30.2M$30.4M$30.6M 202220232024 $30.1M $30.3M ▲ +0.8%
Year Plans Participants Total Assets
2022 1 163 $30M
2023 1 184 $30M
2024 1 196 $30M

Nearby 401(k) Plans in Texas

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

Synergy Healthcare Associates 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Synergy Healthcare Associates 401(k) Plan, Total assets ($B): 0.030091963 · Participants: 163Synergy Healthcare Associates 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Synergy Healthcare Associates 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Synergy Healthcare Associates 401(k) Plan side-by-side with 3 peers →

Synergy Healthcare Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cooperative Elevator Company Employees' Profit Sharing & 401(k) Plan in MI ($30M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Synergy Healthcare Associates 401(k) Plan assets move in 2022? ▼
Synergy Healthcare Associates 401(k) Plan declined sharply - down 16.7% during 2022, from $36M to $30M. Reported net income was -$6M.
How have Synergy Healthcare Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Healthcare Associates's sponsor-wide assets grew 0.8%, from $30M to $30M.
Where does Synergy Healthcare Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
Synergy Healthcare Associates 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Synergy Healthcare Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cooperative Elevator Company Employees' Profit Sharing & 401(k) Plan in MI ($30M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Healthcare Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orchid Underwriters Agency 401(k) Plan in FL (163 participants, N/A 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 264333033.

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.