401(k) · DOL Form 5500 · 2022

Synergy Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
73
Participants Small participant base
72nd
Percentile by assets National rank
$203,255
Avg per participant Above avg balance/head
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Official DOL plan name: Synergy Enterprises 401(k) Employee Stock Ownership Plan · Sponsored by Synergy Enterprises, Inc. · Texas · Wholesale Trade

$15M in assets, 73 participants

Synergy Enterprises, Inc.'s Synergy Enterprises 401(k) Employee Stock Ownership Plan reported $15M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,655 in Wholesale Trade (6,843 peers)

Synergy Enterprises, Inc. multi-year trail

Synergy Enterprises, Inc.'s plans moved +31.0% in assets from 2022 to 2024; this filing shows Synergy Enterprises 401(k) Employee Stock Ownership Plan at $15M / 73 participants.

#4,655
in Wholesale Trade (6,843 peers)
+13.0%
assets growth YoY

Synergy Enterprises 401(k) Employee Stock Ownership Plan's outsized position by total assets

Synergy Enterprises 401(k) Employee Stock Ownership Plan vs every filed plan by assets

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

$14,837,650 Top 28% higher than 72% 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 401(k) Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Synergy Enterprises 401(k) Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 750974624 · Synergy Enterprises, Inc. PY 2022 · 401(k)

Synergy Enterprises 401(k) Employee Stock Ownership Plan · $15M · 73 · 72nd

  • VS-ST $15M
  • VS-ST 73
  • VS-ST 72nd
  • VS-ST 401(k)
  • VS-ST near Drummond Company, Inc. Steelworkers 401(k) Plan
  • VS-ST ind #4655

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 Texas →

Synergy Enterprises 401(k) Employee Stock Ownership Plan in the asset neighbourhood

Synergy Enterprises 401(k) Employee Stock Ownership PlanSynergy Enterprises 401(k) E…$15MDrummond Company, Inc. Steelworkers 401(k) PlanDrummond Company, Inc. Steel…$15MEnvirotech Services, Inc. 401(k) Retirement PlanEnvirotech Services, Inc. 40…$15MOsco 401(k) Plan$15MInstride Foot and Ankle Specialists, PLLC 401(k)Instride Foot and Ankle Spec…$15M
End-of-year total assets ($M) among Synergy Enterprises 401(k) Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Synergy Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$19M 30.971515031019063% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.8M $19.4M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 73 $15M
2023 1 74 $17M
2024 1 72 $19M

Synergy Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN750974624
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Synergy Enterprises 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Synergy Enterprises 401(k) Employee Stock Ownership Plan, Total assets ($B): 0.01483765 · Participants: 73Synergy Enterprises 401(k) Employee Stock Ownership PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Synergy Enterprises 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Synergy Enterprises 401(k) Employee Stock Ownership Plan side-by-side with 3 peers →

Synergy Enterprises 401(k) Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Drummond Company, Inc. Steelworkers 401(k) Plan in AL ($15M); by covered participants it is Peoples Financial Group, Inc. ESOP W/401(k) Provisions in SC (73 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (73 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 401(k) Employee Stock Ownership Plan assets move in 2022? ▼
Synergy Enterprises 401(k) Employee Stock Ownership Plan grew at a solid clip - up 13.0% during 2022, from $13M to $15M. Reported net income was $2M.
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 31.0%, from $15M to $19M.
Which 401(k) plans are similar in size to Synergy Enterprises 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Drummond Company, Inc. Steelworkers 401(k) Plan in AL ($15M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Enterprises 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peoples Financial Group, Inc. ESOP W/401(k) Provisions in SC (73 participants, $16M 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 750974624.

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.