ESOP · DOL Form 5500 · 2022

Synergy It Solutions of Nys, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
106
Participants Small participant base
64th
Percentile by assets National rank
$88,529
Avg per participant Below avg balance/head
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Official DOL plan name: Synergy Global Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Synergy It Solutions of Nys, Inc. · New York · Professional & Technical Services

$9M in assets, 106 participants

Synergy It Solutions of Nys, Inc.'s Synergy Global Solutions, Inc. Employee Stock Ownership Plan reported $9M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,413 in Professional & Technical Services (21,562 peers)

Coverage in New York

Synergy Global Solutions, Inc. Employee Stock Ownership Plan covers 106 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $9M.

#13,413
in Professional & Technical Services (21,562 peers)
+4.6%
assets growth YoY

Synergy Global Solutions, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Synergy Global Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,384,105 Top 36% higher than 64% 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 Global Solutions, Inc. Employee Stock Ownership 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 Global Solutions, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

Published 5500 schedule card

Filing strip 160985336 · Synergy It Solutions of Nys, Inc. PY 2022 · ESOP

Synergy Global Solutions, Inc. Employee Stock Ownership Plan · $9M · 106 · 64th

  • EBSA $9M
  • EBSA 106
  • EBSA 64th
  • EBSA ESOP
  • EBSA near Brookline Bancorp, Inc Employee Stock Ownership Plan
  • EBSA ind #13413

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 What is an ESOP? → · Plans in New York →

Synergy Global Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Brookline Bancorp, Inc Employee Stock Ownership PlanBrookline Bancorp, Inc Emplo…$9ME-Cycle Inc. Employee Stock Ownership PlanE-Cycle Inc. Employee Stock …$9MSynergy Global Solutions, Inc. Employee Stock Ownership PlanSynergy Global Solutions, In…$9MB&d Concrete Employee Stock Ownership PlanB&d Concrete Employee Stock …$9MOhio Valley Banc Corp Employee Stock Ownership PlanOhio Valley Banc Corp Employ…$9M
End-of-year total assets ($M) among Synergy Global Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$412K
Employer EIN160985336
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy It Solutions of Nys, Inc.)

Sponsor-wide plan assets over time

All Synergy It Solutions of Nys, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 13.09541314476523% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $18M $20.4M ▲ +13.1%
Year Plans Participants Total Assets
2022 2 208 $18M
2023 2 248 $20M
2024 2 228 $20M

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Synergy Global Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Synergy Global Solutions, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.384105 · Participants: 106Synergy Global Solutions, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Synergy Global Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Synergy Global Solutions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Synergy Global Solutions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Brookline Bancorp, Inc Employee Stock Ownership Plan in MA ($9M); by covered participants it is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Global Solutions, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Synergy Global Solutions, Inc. Employee Stock Ownership Plan edged up modestly - up 4.6% during 2022, from $9M to $9M. Reported net income was $412K.
How have Synergy It Solutions of Nys, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy It Solutions of Nys, Inc.'s sponsor-wide assets grew 13.1%, from $18M to $20M.
Which ESOP plans are similar in size to Synergy Global Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brookline Bancorp, Inc Employee Stock Ownership Plan in MA ($9M, 693 participants).
Which ESOP plans cover a similar participant headcount to Synergy Global Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants, $449K 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 160985336.

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.