ESOP · DOL Form 5500 · 2022
Synergi Holdings, Inc. ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 242
- Participants
- 73rd
- Percentile by assets
- $63,302
- Avg per participant
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.
- 73rd percentile by assets (of 139,126 plans)
- #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.
- $15M
- total plan assets (2022 EOY)
- 242
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $63,302
- avg assets per participant
Where Synergi Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Synergi Holdings, Inc. across 3 plan years on file
Across the 3 plan years Synergi Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $21M to $30M, a gain of 44.6%, while reported participants moved from 397 to 655 (+65.0%). Peak year by sponsor assets: 2023 ($30M); trough: 2022 ($21M).
Synergi Holdings, Inc. multi-year asset trail
| 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 EIN | 823721446 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING 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
- Bonitz, Inc. Employee Stock Ownership Plan $48M · 397
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $21M · 40
- Employees Stock Ownership Plan of Emory Wilson Process, Inc. $14M · 53
- Oobe Holdings, Inc. Employee Stock Ownership Plan $13M · 34
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $12M · 398
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Synergi Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How have Synergi Holdings, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Synergi Employee Stock Ownership Plan? ▼
Next read for Synergi Employee Stock Ownership Plan
Multi-year trail
Ways to act on Synergi Employee Stock Ownership Plan's numbers.
- By total assets, Synergi Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in South Carolina. Compare plans
- Synergi Holdings, Inc.'s sponsor-wide assets have grown 44.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans