ESOP · DOL Form 5500 · 2022

Synergy Enterprises, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
106
Participants Small participant base
49th
Percentile by assets National rank
$44,258
Avg per participant Low balance/head
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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.

  • #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.

#971
in Information & Media (2,911 peers)
+1.1%
assets growth YoY

Synergy Enterprises, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Information & Media and all filers

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 $2,050,000,000 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 Enterprises, 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 Enterprises, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

Plan-year Form 5500 strip

Filing strip 043755253 · Synergy Enterprises, Inc. PY 2022 · ESOP

Synergy Enterprises, Inc. Employee Stock Ownership Plan · $5M · 106 · 49th

  • PCT $5M
  • EIN 106
  • RANK 49th
  • PHOTO ESOP
  • IND near Ark Pharmacies, Inc. Employee Stock Ownership Plan
  • EOY ind #971

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 Maryland →

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

Synergy Enterprises, Inc. Employee Stock Ownership PlanSynergy Enterprises, Inc. Em…$5MArk Pharmacies, Inc. Employee Stock Ownership PlanArk Pharmacies, Inc. Employe…$5MZurex Corporation Employee Stock Ownership PlanZurex Corporation Employee S…$5MMantech International Corporation Employee Stock Ownership PlanMantech International Corpor…$5MCrepes a Latte Catering Inc. Employee Stock Ownership PlanCrepes a Latte Catering Inc.…$5M
End-of-year total assets ($M) among Synergy Enterprises, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$16M 28.742646938340787% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.2M $15.7M ▲ +28.7%
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 ($M) Participants Synergy Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.691326 · Participants: 106Synergy Enterprises, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
Synergy Enterprises, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Synergy Enterprises, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest ESOP by assets is Ark Pharmacies, Inc. Employee Stock Ownership Plan in TX ($5M); 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 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).
Which ESOP plans cover a similar participant headcount to Synergy Enterprises, 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 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.