401(k) · DOL Form 5500 · 2022

Synergi Holdings 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
155
Participants Small participant base
51st
Percentile by assets National rank
$33,665
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sp of Sc Retirement Incentive Plan · Sponsored by Synergi Holdings · South Carolina · Professional & Technical Services

$5M in assets, 155 participants

Synergi Holdings's Sp of Sc Retirement Incentive Plan reported $5M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,629 in Professional & Technical Services (21,562 peers)

Coverage in South Carolina

Sp of Sc Retirement Incentive Plan covers 155 participants in South Carolina, about 42% of the average South Carolina filer (state average ~369 per filing). Assets: $5M.

#10,629
in Professional & Technical Services (21,562 peers)
$2M
reported net income

Sp of Sc Retirement Incentive Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sp of Sc Retirement Incentive Plan vs every filed plan by assets

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

$5,218,036 Top 49% higher than 51% 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

Sp of Sc Retirement Incentive 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. Sp of Sc Retirement Incentive Plan sits mid-pack in the medium band (155 participants).

Plan-year Form 5500 strip

Filing strip 823721446 · Synergi Holdings PY 2022 · 401(k)

Sp of Sc Retirement Incentive Plan · $5M · 155 · 51st

  • 5500 $5M
  • 5500 155
  • 5500 51st
  • 5500 401(k)
  • 5500 near First Harvest Federal Credit Union 401(k) Plan and Trust
  • 5500 ind #10629

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 Professional & Technical Services retirement plans → · Plans in South Carolina →

Sp of Sc Retirement Incentive Plan in the asset neighbourhood

Sp of Sc Retirement Incentive PlanSp of Sc Retirement Incentiv…$5MFirst Harvest Federal Credit Union 401(k) Plan and TrustFirst Harvest Federal Credit…$5MRochester Equity Partners 401(k) Profit Sharing PlanRochester Equity Partners 40…$5MLvc Companies, Inc. 401(k) Retirement PlanLvc Companies, Inc. 401(k) R…$5MLux Research, Inc. 401(k) Profit Sharing PlanLux Research, Inc. 401(k) Pr…$5M
End-of-year total assets ($M) among Sp of Sc Retirement Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN823721446
Plan Effective Date2022-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergi Holdings)

Sponsor-wide plan assets over time

All Synergi Holdings 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

Nearby 401(k) Plans in South Carolina

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

Sp of Sc Retirement Incentive Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Sp of Sc Retirement Incentive Plan, Total assets ($B): 0.005218036 · Participants: 155Sp of Sc Retirement Incentive PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Sp of Sc Retirement Incentive Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Sp of Sc Retirement Incentive Plan side-by-side with 3 peers →

Sp of Sc Retirement Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is First Harvest Federal Credit Union 401(k) Plan and Trust in NJ ($5M); by covered participants it is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergi Holdings's sponsor-wide assets grew 44.6%, from $21M to $30M.
Which 401(k) plans are similar in size to Sp of Sc Retirement Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Harvest Federal Credit Union 401(k) Plan and Trust in NJ ($5M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Sp of Sc Retirement Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 participants, N/A 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.