401(k) · DOL Form 5500 · 2023

Synergy Healthcare Associates 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
184
Participants Below avg headcount
79th
Percentile by assets National rank
$165,469
Avg per participant Above avg balance/head
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Official DOL plan name: Synergy Healthcare Associates 401(k) Plan · Sponsored by Synergy Healthcare Associates · Texas · Healthcare & Social Assistance

$30M in assets, 184 participants

Synergy Healthcare Associates's Synergy Healthcare Associates 401(k) Plan reported $30M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,590 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Synergy Healthcare Associates 401(k) Plan covers 184 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $30M.

#14,590
in Healthcare & Social Assistance (17,684 peers)
+1.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Synergy Healthcare Associates 401(k) Plan's outsized position by total assets

Synergy Healthcare Associates 401(k) Plan vs every filed plan by assets

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

$30,446,323 Top 21% higher than 79% 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 Healthcare Associates 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 Healthcare Associates 401(k) Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergy Healthcare Associates 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $354K in the plan year 2023 filing.
  • Synergy Healthcare Associates 401(k) Plan reported participants rose from 163 in the plan year 2022 filing to 184 in the plan year 2023 filing.
  • Synergy Healthcare Associates 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 264333033 · Synergy Healthcare Associates PY 2023 · 401(k)

Synergy Healthcare Associates 401(k) Plan · $30M · 184 · 79th

  • PART $30M
  • PART 184
  • PART 79th
  • PART 401(k)
  • PART near Marc Glassman, Inc. 401(k) Plan
  • PART ind #14590

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 Texas →

Synergy Healthcare Associates 401(k) Plan in the asset neighbourhood

Synergy Healthcare Associates 401(k) PlanSynergy Healthcare Associate…$30MMarc Glassman, Inc. 401(k) PlanMarc Glassman, Inc. 401(k) P…$30MGoldsboro Pediatrics, P.a. 401(k) Profit Sharing PlanGoldsboro Pediatrics, P.a. 4…$30MAka Enterprise Solutions, Inc. 401(k) & Profit Sharing PlanAka Enterprise Solutions, In…$30MTbc Retail 401(k) Plan$30M
End-of-year total assets ($M) among Synergy Healthcare Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$30M
Net Income$354K
Employer EIN264333033
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Healthcare Associates)

Sponsor-wide plan assets over time

All Synergy Healthcare Associates plans reported in each filing year

Latest sponsor-wide plan assets
$30M 0.8139914302034732% vs 2022
2024 filing year
$30M$30.2M$30.4M$30.6M 202220232024 $30.1M $30.3M ▲ +0.8%
Year Plans Participants Total Assets
2022 1 163 $30M
2023 1 184 $30M
2024 1 196 $30M

Nearby 401(k) Plans in Texas

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

Synergy Healthcare Associates 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Synergy Healthcare Associates 401(k) Plan, Total assets ($B): 0.030446323 · Participants: 184Synergy Healthcare Associates 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Synergy Healthcare Associates 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Synergy Healthcare Associates 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Marc Glassman, Inc. 401(k) Plan in OH ($30M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Healthcare Associates 401(k) Plan assets move in 2023? ▼
Synergy Healthcare Associates 401(k) Plan edged up modestly - up 1.2% during 2023, from $30M to $30M. Reported net income was $354K.
How have Synergy Healthcare Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Healthcare Associates's sponsor-wide assets grew 0.8%, from $30M to $30M.
Where does Synergy Healthcare Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
Synergy Healthcare Associates 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Synergy Healthcare Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marc Glassman, Inc. 401(k) Plan in OH ($30M, 882 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Healthcare Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Afiniti 401(k) Plan in DC (184 participants, $5M 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 264333033.

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.