401(k) · DOL Form 5500 · 2022
Synergy55 LLC 401(k) Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 646
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $231,352
- Avg per participant Above avg balance/head
Official DOL plan name: Synergy55 LLC Profit Sharing and Savings Plan · Sponsored by Synergy55 LLC · Illinois · Wholesale Trade
$149M in assets, 646 participants
Synergy55 LLC's Synergy55 LLC Profit Sharing and Savings Plan reported $149M in total assets and 646 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #6,567 in Wholesale Trade (6,843 peers)
Where Synergy55 LLC Profit Sharing and Savings Plan sits by assets
Synergy55 LLC Profit Sharing and Savings Plan sits in the top 5% of all filed plans by assets, $149M for 646 participants (~$231,352/participant), down 14.0% in 2022.
- #6,567
- in Wholesale Trade (6,843 peers)
- -14.0%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Synergy55 LLC Profit Sharing and Savings Plan's outsized position by total assets
Synergy55 LLC Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$149,453,489 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Synergy55 LLC Profit Sharing and Savings 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. Synergy55 LLC Profit Sharing and Savings Plan sits mid-pack in the medium band (646 participants).
Published 5500 schedule card
Filing strip 364259890 · Synergy55 LLC PY 2022 · 401(k)
Synergy55 LLC Profit Sharing and Savings Plan · $149M · 646 · 95th
- TYPE $149M
- NET 646
- BOOK 95th
- VS-ST 401(k)
- BOY near Coverys 401(k) Retirement Plan
- SCH ind #6567
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 Wholesale Trade retirement plans → · Plans in Illinois →
Synergy55 LLC Profit Sharing and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $174M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | -$24M |
| Employer EIN | 364259890 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Synergy55 LLC)
Sponsor-wide plan assets over time
All Synergy55 LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $213M 42.39587809154459% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 646 | $149M |
| 2023 | 1 | 689 | $190M |
| 2024 | 1 | 746 | $213M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Synergy55 LLC Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Coverys 401(k) Retirement Plan in MA ($149M); by covered participants it is USA Compression 401(k) Plan in TX (646 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- Coverys 401(k) Retirement Plan (MA) $149M · 556
- Donegal Mutual Insurance Company 401(k) Plan (PA) $149M · 837
- W. W. Norton & Company, Inc. Profit Sharing & 401(k) Plan (NY) $149M · 622
- Glenn O. Hawbaker, Inc. Benefit Plan (PA) $149M · 951
Similar participant headcount
Nearest other-state filings by covered participants (646 participants); asset peers above are excluded.
- USA Compression 401(k) Plan (TX) 646 · 0 off
- Re/Max, LLC 401(k) Retirement Savings Plan (CO) 646 · 0 off
- Systems Application & Technologies, Inc. 401(k) Profit Sharing Plan (MD) 646 · 0 off
- Crossroads Medical Management, Inc. 401(k) Plan (GA) 646 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.