401(k) · DOL Form 5500 · 2023

Synergy Health Partners, LLC. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
120
Participants Small participant base
42nd
Percentile by assets National rank
$36,192
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Synergy Health Partners 401(k) Plan · Sponsored by Synergy Health Partners, LLC. · California · Professional & Technical Services

$4M in assets, 120 participants

Synergy Health Partners, LLC.'s Synergy Health Partners 401(k) Plan reported $4M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,971 in Professional & Technical Services (20,321 peers)

Coverage in California

Synergy Health Partners 401(k) Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $4M.

#7,971
in Professional & Technical Services (20,321 peers)
+22.4%
assets growth YoY

Synergy Health Partners 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Synergy Health Partners 401(k) Plan vs every filed plan by assets

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

$4,343,021 42nd percentile higher than 42% 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 Health Partners 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Synergy Health Partners 401(k) Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergy Health Partners 401(k) Plan reported net income rose from -$275K in the plan year 2022 filing to $795K in the plan year 2023 filing.
  • Synergy Health Partners 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Synergy Health Partners 401(k) Plan reported participants rose from 110 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850939667 · Synergy Health Partners, LLC. PY 2023 · 401(k)

Synergy Health Partners 401(k) Plan · $4M · 120 · 42nd

  • PCT $4M
  • EIN 120
  • RANK 42nd
  • PHOTO 401(k)
  • IND near Childrens Services of Roxbury 401(k) Plan
  • EOY ind #7971

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 California →

Synergy Health Partners 401(k) Plan in the asset neighbourhood

Synergy Health Partners 401(k) PlanSynergy Health Partners 401(…$4MChildrens Services of Roxbury 401(k) PlanChildrens Services of Roxbur…$4MCarrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and TrustCarrington, Coleman, Sloman …$4MDiversified Family Services Retirement Plan Retirement PlanDiversified Family Services …$4MBeacon Hill at Eastgate Retirement Savings PlanBeacon Hill at Eastgate Reti…$4M
End-of-year total assets ($M) among Synergy Health Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$795K
Employer EIN850939667
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Health Partners, LLC.)

Sponsor-wide plan assets over time

All Synergy Health Partners, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.390609870333652% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M 20222023 $3.55M $4.34M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 110 $4M
2023 1 120 $4M

Nearby 401(k) Plans in California

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

Synergy Health Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Synergy Health Partners 401(k) Plan, Total assets ($B): 0.004343021 · Participants: 120Synergy Health Partners 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Synergy Health Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Synergy Health Partners 401(k) Plan side-by-side with 3 peers →

Synergy Health Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Childrens Services of Roxbury 401(k) Plan in MA ($4M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Health Partners 401(k) Plan assets move in 2023? ▼
Synergy Health Partners 401(k) Plan grew sharply - up 22.4% during 2023, from $4M to $4M. Reported net income was $795K.
How have Synergy Health Partners, LLC. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Synergy Health Partners, LLC.'s sponsor-wide assets grew 22.4%, from $4M to $4M.
Which 401(k) plans are similar in size to Synergy Health Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Childrens Services of Roxbury 401(k) Plan in MA ($4M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Health Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 850939667.

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.