Money Purchase · DOL Form 5500 · 2023

Synergy Holding Corp. Money Purchase Plan

Data updated 2026-08-25

$700K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$233,326
Avg per participant Above avg balance/head
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Official DOL plan name: Synergy Holding Corp. Retirement Plan · Sponsored by Synergy Holding Corp. · Puerto Rico · Professional & Technical Services

$700K in assets, 3 participants

Synergy Holding Corp.'s Synergy Holding Corp. Retirement Plan reported $700K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,179 in Professional & Technical Services (20,321 peers)

Synergy Holding Corp. multi-year trail

Synergy Holding Corp.'s plans moved +14.5% in assets from 2022 to 2024; this filing shows Synergy Holding Corp. Retirement Plan at $700K / 3 participants.

#3,179
in Professional & Technical Services (20,321 peers)
+8.9%
assets growth YoY

Synergy Holding Corp. Retirement Plan among the smaller filed plans by assets

Synergy Holding Corp. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$699,978 21st percentile higher than 21% of 127,068 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 2023

Synergy Holding Corp. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Synergy Holding Corp. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergy Holding Corp. Retirement Plan reported net income rose from $47K in the plan year 2022 filing to $57K in the plan year 2023 filing.
  • Synergy Holding Corp. Retirement Plan end-of-year assets rose from $642K in the plan year 2022 filing to $700K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660682521 · Synergy Holding Corp. PY 2023 · Money Purchase

Synergy Holding Corp. Retirement Plan · $700K · 3 · 21st

  • EBSA $700K
  • EBSA 3
  • EBSA 21st
  • EBSA Money Purchase
  • EBSA near City of Crescent City Money Purchase Pension Plan and Trust
  • EBSA ind #3179

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 Puerto Rico →

Synergy Holding Corp. Retirement Plan in the asset neighbourhood

Triformis Inc. Money Purchase Pension PlanTriformis Inc. Money Purchas…$707KSoutheastern Michigan Chapter, NECA Inc Pension PlanSoutheastern Michigan Chapte…$712KSynergy Holding Corp. Retirement PlanSynergy Holding Corp. Retire…$700KCity of Crescent City Money Purchase Pension Plan and TrustCity of Crescent City Money …$703KPioneer Telephone Cooperative, Inc. Non-QualifiedPioneer Telephone Cooperativ…$695K
End-of-year total assets ($M) among Synergy Holding Corp. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Synergy Holding Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Synergy Holding Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$736K 14.51733401401414% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M 202220232024 $0.64M $0.74M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 3 $642K
2023 1 3 $700K
2024 1 3 $736K

Synergy Holding Corp. filing trail (2023)

Total Assets (Beginning of Year)$642K
Net Assets (End of Year)$700K
Net Income$57K
Employer EIN660682521
Plan Effective Date2010-09-24
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Synergy Holding Corp. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Synergy Holding Corp. Retirement Plan, Total assets ($M): 0.699978 · Participants: 3Synergy Holding Corp. Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 6.288531 · Participants: 111Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.660467 · Participants: 25Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 4.452966 · Participants: 68Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.889718 · Participants: 308Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.80284 · Participants: 4Dr. Jose R. Cumba Retirement Plan
Synergy Holding Corp. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Synergy Holding Corp. Retirement Plan side-by-side with 3 peers →

Synergy Holding Corp. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is City of Crescent City Money Purchase Pension Plan and Trust in FL ($703K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Synergy Holding Corp. Retirement Plan assets move in 2023? ▼
Synergy Holding Corp. Retirement Plan grew at a solid clip - up 8.9% during 2023, from $642K to $700K. Reported net income was $57K.
How have Synergy Holding Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Holding Corp.'s sponsor-wide assets grew 14.5%, from $642K to $736K.
Where does Synergy Holding Corp. Retirement Plan rank by assets among Form 5500 filers? ▼
Synergy Holding Corp. Retirement Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Synergy Holding Corp. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is City of Crescent City Money Purchase Pension Plan and Trust in FL ($703K, 22 participants).
Which Money Purchase plans cover a similar participant headcount to Synergy Holding Corp. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660682521.

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.