ESOP · DOL Form 5500 · 2022

Synergy Enterprises, Inc. ESOP

Data updated 2026-08-11

$5M
Total assets
106
Participants
49th
Percentile by assets
$44,258
Avg per participant
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Official DOL plan name: Synergy Enterprises, Inc. Employee Stock Ownership Plan · Sponsored by Synergy Enterprises, Inc. · Maryland · Information & Media

$5M in assets, 106 participants

Synergy Enterprises, Inc.'s Synergy Enterprises, Inc. Employee Stock Ownership Plan reported $5M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • 49th percentile by assets (of 139,126 plans)
  • #971 in Information & Media (2,911 peers)

Coverage in Maryland

Synergy Enterprises, Inc. Employee Stock Ownership Plan covers 106 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $5M.

$5M
total plan assets (2022 EOY)
106
covered participants
49th
percentile by assets (of 139,126 plans)
$44,258
avg assets per participant

Where Synergy Enterprises, Inc. Employee Stock Ownership Plan sits by total assets

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

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

$4,691,326 49th percentile higher than 49% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Maryland
Industry
Information & Media

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Synergy Enterprises, Inc. Employee Stock Ownership Plan reports 106 participants - about 11% of that state average ($5M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$67K
Employer EIN043755253
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Enterprises, Inc.)

$10M$12M$14M$16M$18M 202220232024 $12.2M $15.7M ▲ +28.7%
Total plan assets by year, all Synergy Enterprises, Inc. plans on file
Year Plans Participants Total Assets
2022 2 206 $12M
2023 2 218 $15M
2024 2 232 $16M

Nearby ESOP Plans in Maryland

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

Synergy Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Synergy Enterprises,…, Total assets ($M): 4.691326 · Participants: 106Synergy Enterprises,…Evapco, Inc. Employe…, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employe…Westat, Inc. Employe…, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employe…Brown Capital Manage…, Total assets ($M): 368.113953 · Participants: 34Brown Capital Manage…Kci Technologies, In…, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, In…Lockheed Martin Corp…, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corp…
Synergy Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Synergy Enterprises, Inc. Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Synergy Enterprises, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Synergy Enterprises, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Synergy Enterprises, Inc. Employee Stock Ownership Plan edged up modestly - up 1.1% during 2022, from $5M to $5M. Reported net income was $67K.
How have Synergy Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Enterprises, Inc.'s sponsor-wide assets grew 28.7%, from $12M to $16M.
Which ESOP plans are similar in size to Synergy Enterprises, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ark Pharmacies, Inc. Employee Stock Ownership Plan in TX ($5M, 66 participants).

Next read for Synergy Enterprises, Inc. Employee Stock…

Filing takeaways

Ways to act on Synergy Enterprises, Inc. Employee Stock Ownership Plan's numbers.

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 043755253.

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.