401(k) · DOL Form 5500 · 2022

Synergy Community Cooperative (D/B/a Synergy Cooperative) 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
280
Participants Below avg headcount
76th
Percentile by assets National rank
$66,689
Avg per participant Below avg balance/head
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Official DOL plan name: Co-Op 401(k) Plan · Sponsored by Synergy Community Cooperative (D/B/a Synergy Cooperative) · Wisconsin · Agriculture, Forestry & Fishing

$19M in assets, 280 participants

Synergy Community Cooperative (D/B/a Synergy Cooperative)'s Co-Op 401(k) Plan reported $19M in total assets and 280 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #1,277 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in Wisconsin

Co-Op 401(k) Plan covers 280 participants in Wisconsin, about 50% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.

#1,277
in Agriculture, Forestry & Fishing (1,523 peers)
+9.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Co-Op 401(k) Plan's outsized position by total assets

Co-Op 401(k) Plan vs every filed plan by assets

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

$18,672,866 Top 24% higher than 76% 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

Co-Op 401(k) 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. Co-Op 401(k) Plan sits mid-pack in the medium band (280 participants).

DOL schedule card

Filing strip 391764869 · Synergy Community Cooperative (D/B/a Synergy Cooperative) PY 2022 · 401(k)

Co-Op 401(k) Plan · $19M · 280 · 76th

  • IND $19M
  • EOY 280
  • 5500 76th
  • ASSETS 401(k)
  • PCT near Warmington Group Cash Option Profit Sharing Plan
  • EIN ind #1277

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Wisconsin →

Co-Op 401(k) Plan in the asset neighbourhood

Insero & Co., Cpas, LLP. 401(k) PlanInsero & Co., Cpas, LLP. 401…$19MMetro Atlanta Ambulance Service, Inc. 401(k) Profit Sharing Plan and TrustMetro Atlanta Ambulance Serv…$19MCo-Op 401(k) Plan$19MWarmington Group Cash Option Profit Sharing PlanWarmington Group Cash Option…$19MHelm Bank USA 401(k) Plan$19M
End-of-year total assets ($M) among Co-Op 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN391764869
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Community Cooperative (D/B/a Synergy Cooperative))

Sponsor-wide plan assets over time

All Synergy Community Cooperative (D/B/a Synergy Cooperative) plans reported in each filing year

Latest sponsor-wide plan assets
$24M 30.543881158896554% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $18.7M $24.4M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 280 $19M
2023 1 357 $23M
2024 1 354 $24M

Nearby 401(k) Plans in Wisconsin

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

Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Co-Op 401(k) Plan, Total assets ($B): 0.018672866 · Participants: 280Co-Op 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Co-Op 401(k) Plan side-by-side with 3 peers →

Co-Op 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Warmington Group Cash Option Profit Sharing Plan in CA ($19M); by covered participants it is Pathfinder 401(k) Plan in TX (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Co-Op 401(k) Plan assets move in 2022? ▼
Co-Op 401(k) Plan grew at a solid clip - up 9.6% during 2022, from $17M to $19M. Reported net income was $2M.
How have Synergy Community Cooperative (D/B/a Synergy Cooperative) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Community Cooperative (D/B/a Synergy Cooperative)'s sponsor-wide assets grew 30.5%, from $19M to $24M.
Where does Co-Op 401(k) Plan rank by assets among Form 5500 filers? ▼
Co-Op 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Warmington Group Cash Option Profit Sharing Plan in CA ($19M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathfinder 401(k) Plan in TX (280 participants, $964K 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 391764869.

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.