401(k) · DOL Form 5500 · 2023

Suite Synergy, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$970,312
Avg per participant High balance/head
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Official DOL plan name: Suite Synergy, Inc. 401(k) Profit Sharing Plan · Sponsored by Suite Synergy, Inc. · California · Professional & Technical Services

$2M in assets, 2 participants

Suite Synergy, Inc.'s Suite Synergy, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,276 in Professional & Technical Services (20,321 peers)

Suite Synergy, Inc. multi-year trail

Suite Synergy, Inc.'s plans moved +85.1% in assets from 2022 to 2024; this filing shows Suite Synergy, Inc. 401(k) Profit Sharing Plan at $2M / 2 participants.

#5,276
in Professional & Technical Services (20,321 peers)
+153.9%
assets growth YoY

Suite Synergy, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Suite Synergy, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,940,623 30th percentile higher than 30% 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

Suite Synergy, Inc. 401(k) Profit Sharing 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. Suite Synergy, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Suite Synergy, Inc. 401(k) Profit Sharing Plan reported net income rose from -$30K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Suite Synergy, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $764K in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 871962637 · Suite Synergy, Inc. PY 2023 · 401(k)

Suite Synergy, Inc. 401(k) Profit Sharing Plan · $2M · 2 · 30th

  • PART $2M
  • PART 2
  • PART 30th
  • PART 401(k)
  • PART near Aviation Services 401(k) Profit Sharing Plan
  • PART ind #5276

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 →

Suite Synergy, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Suite Synergy, Inc. 401(k) Profit Sharing PlanSuite Synergy, Inc. 401(k) P…$2MAviation Services 401(k) Profit Sharing PlanAviation Services 401(k) Pro…$2MGrill Concepts Services, Inc. 401(k) PlanGrill Concepts Services, Inc…$2MHigh Zzeazzz, Inc. 401(k) PlanHigh Zzeazzz, Inc. 401(k) Pl…$2MCheema Freightlines LLC 401(k) Profit Sharing Plan & TruCheema Freightlines LLC 401(…$2M
End-of-year total assets ($M) among Suite Synergy, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Suite Synergy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Suite Synergy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 85.09314169914427% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.76M $1.41M ▲ +85.5%
Year Plans Participants Total Assets
2022 1 2 $764K
2023 1 2 $2M
2024 1 2 $1M

Suite Synergy, Inc. filing trail (2023)

Total Assets (Beginning of Year)$764K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN871962637
Plan Effective Date2021-08-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Suite Synergy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Suite Synergy, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001940623 · Participants: 2Suite Synergy, Inc. 401(k) Profit Sharing 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
Suite Synergy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Suite Synergy, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Suite Synergy, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aviation Services 401(k) Profit Sharing Plan in AL ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Suite Synergy, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Suite Synergy, Inc. 401(k) Profit Sharing Plan surged - up 153.9% during 2023, from $764K to $2M. Reported net income was $1M.
How have Suite Synergy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suite Synergy, Inc.'s sponsor-wide assets grew 85.1%, from $764K to $1M.
Which 401(k) plans are similar in size to Suite Synergy, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aviation Services 401(k) Profit Sharing Plan in AL ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Suite Synergy, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 871962637.

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.