401(k) · DOL Form 5500 · 2022

Synergy Orthopedic Specialists, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
127
Participants Small participant base
45th
Percentile by assets National rank
$30,426
Avg per participant Low balance/head
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Official DOL plan name: Synergy Specialists Medical Group, Inc. 401(k) Plan · Sponsored by Synergy Orthopedic Specialists, Inc. · California · Healthcare & Social Assistance

$4M in assets, 127 participants

Synergy Orthopedic Specialists, Inc.'s Synergy Specialists Medical Group, Inc. 401(k) Plan reported $4M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #10,072 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Synergy Specialists Medical Group, Inc. 401(k) Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $4M.

#10,072
in Healthcare & Social Assistance (20,060 peers)
-16.7%
assets change YoY

The plan reported a net loss of $777K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Synergy Specialists Medical Group, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Synergy Specialists Medical Group, Inc. 401(k) Plan vs every filed plan by assets

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

$3,864,131 45th percentile higher than 45% 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 Specialists Medical Group, Inc. 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. Synergy Specialists Medical Group, Inc. 401(k) Plan sits mid-pack in the medium band (127 participants).

Plan-year Form 5500 strip

Filing strip 455215138 · Synergy Orthopedic Specialists, Inc. PY 2022 · 401(k)

Synergy Specialists Medical Group, Inc. 401(k) Plan · $4M · 127 · 45th

  • PHOTO $4M
  • IND 127
  • EOY 45th
  • 5500 401(k)
  • ASSETS near The National Telephone Supply Company 401(k) Plan
  • PCT ind #10072

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Synergy Specialists Medical Group, Inc. 401(k) Plan in the asset neighbourhood

Synergy Specialists Medical Group, Inc. 401(k) PlanSynergy Specialists Medical …$4MThe National Telephone Supply Company 401(k) PlanThe National Telephone Suppl…$4MMasa Global 401(k) Plan$4MGlobal Value Commerce, Inc. 401(k) PlanGlobal Value Commerce, Inc. …$4MA.I.S. Profit Sharing Planinc.A.I.S. Profit Sharing Planin…$4M
End-of-year total assets ($M) among Synergy Specialists Medical Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$777K
Employer EIN455215138
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Orthopedic Specialists, Inc.)

Sponsor-wide plan assets over time

All Synergy Orthopedic Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 61.29590327036014% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.86M $6.23M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 127 $4M
2023 1 136 $6M
2024 1 164 $6M

Nearby 401(k) Plans in California

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

Synergy Specialists Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Synergy Specialists Medical Group, Inc. 401(k) Plan, Total assets ($B): 0.003864131 · Participants: 127Synergy Specialists Medical Group, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Synergy Specialists Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Synergy Specialists Medical Group, Inc. 401(k) Plan side-by-side with 3 peers →

Synergy Specialists Medical Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The National Telephone Supply Company 401(k) Plan in OH ($4M); by covered participants it is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Specialists Medical Group, Inc. 401(k) Plan assets move in 2022? ▼
Synergy Specialists Medical Group, Inc. 401(k) Plan declined sharply - down 16.7% during 2022, from $5M to $4M. Reported net income was -$777K.
How have Synergy Orthopedic Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Orthopedic Specialists, Inc.'s sponsor-wide assets grew 61.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Synergy Specialists Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The National Telephone Supply Company 401(k) Plan in OH ($4M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Specialists Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 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 455215138.

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.