ESOP · DOL Form 5500 · 2022

Synergi Holdings, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
242
Participants Below avg headcount
73rd
Percentile by assets National rank
$63,302
Avg per participant Low balance/head
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Official DOL plan name: Synergi Employee Stock Ownership Plan · Sponsored by Synergi Holdings, Inc. · South Carolina · Professional & Technical Services

$15M in assets, 242 participants

Synergi Holdings, Inc.'s Synergi Employee Stock Ownership Plan reported $15M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,636 in Professional & Technical Services (21,562 peers)

Synergi Holdings, Inc. multi-year trail

Synergi Holdings, Inc.'s plans moved +44.6% in assets from 2022 to 2024; this filing shows Synergi Employee Stock Ownership Plan at $15M / 242 participants.

#15,636
in Professional & Technical Services (21,562 peers)
$15M
reported net income

Synergi Employee Stock Ownership Plan's outsized position by total assets

Synergi Employee Stock Ownership Plan vs every filed plan by assets

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

$15,319,000 Top 27% higher than 73% 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

Synergi 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. Synergi Employee Stock Ownership Plan sits mid-pack in the medium band (242 participants).

DOL schedule card

Filing strip 823721446 · Synergi Holdings, Inc. PY 2022 · ESOP

Synergi Employee Stock Ownership Plan · $15M · 242 · 73rd

  • BOY $15M
  • BOY 242
  • BOY 73rd
  • BOY ESOP
  • BOY near Finished Art, Inc. Employee Stock Ownership Plan
  • BOY ind #15636

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 South Carolina →

Synergi Employee Stock Ownership Plan in the asset neighbourhood

Delta Information Systems, Inc. Employee Stock Ownership PlanDelta Information Systems, I…$15MSynergi Employee Stock Ownership PlanSynergi Employee Stock Owner…$15MFinished Art, Inc. Employee Stock Ownership PlanFinished Art, Inc. Employee …$15MWeston & Sampson, Inc. Employee Stock Ownership PlanWeston & Sampson, Inc. Emplo…$15MMarch-Westin Company, Inc. Employee Stock Ownership PlanMarch-Westin Company, Inc. E…$15M
End-of-year total assets ($M) among Synergi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Synergi Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Synergi Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 44.63597375979669% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $29.7M ▲ +44.6%
Year Plans Participants Total Assets
2022 2 397 $21M
2023 2 553 $30M
2024 2 655 $30M

Synergi Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$15M
Net Income$15M
Employer EIN823721446
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Synergi Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400500 1020304050 Total assets ($M) Participants Synergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.494326 · Participants: 398Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Synergi Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Synergi Employee Stock Ownership Plan side-by-side with 3 peers →

Synergi Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Finished Art, Inc. Employee Stock Ownership Plan in GA ($15M); by covered participants it is Alliance Material Handling Employee Stock Ownership Plan in MD (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 have Synergi Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergi Holdings, Inc.'s sponsor-wide assets grew 44.6%, from $21M to $30M.
Which ESOP plans are similar in size to Synergi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Finished Art, Inc. Employee Stock Ownership Plan in GA ($15M, 24 participants).
Which ESOP plans cover a similar participant headcount to Synergi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alliance Material Handling Employee Stock Ownership Plan in MD (242 participants, $63M 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 823721446.

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.