ESOP · DOL Form 5500 · 2023

Synergy It Solutions of Nys, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
131
Participants Small participant base
59th
Percentile by assets National rank
$76,288
Avg per participant Below avg balance/head
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Official DOL plan name: Synergy Global Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Synergy It Solutions of Nys, Inc. · New York · Professional & Technical Services

$10M in assets, 131 participants

Synergy It Solutions of Nys, Inc.'s Synergy Global Solutions, Inc. Employee Stock Ownership Plan reported $10M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,620 in Professional & Technical Services (20,321 peers)

Coverage in New York

Synergy Global Solutions, Inc. Employee Stock Ownership Plan covers 131 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $10M.

#11,620
in Professional & Technical Services (20,321 peers)
+6.5%
assets growth YoY

Synergy Global Solutions, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Synergy Global Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,993,771 Top 41% higher than 59% 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 Global Solutions, Inc. Employee Stock Ownership 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 Global Solutions, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergy Global Solutions, Inc. Employee Stock Ownership Plan reported net income rose from $412K in the plan year 2022 filing to $610K in the plan year 2023 filing.
  • Synergy Global Solutions, Inc. Employee Stock Ownership Plan reported participants rose from 106 in the plan year 2022 filing to 131 in the plan year 2023 filing.
  • Synergy Global Solutions, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 160985336 · Synergy It Solutions of Nys, Inc. PY 2023 · ESOP

Synergy Global Solutions, Inc. Employee Stock Ownership Plan · $10M · 131 · 59th

  • 5500 $10M
  • 5500 131
  • 5500 59th
  • 5500 ESOP
  • 5500 near Gougeon Holding Co. Employee Stock Ownership Plan
  • 5500 ind #11620

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 What is an ESOP? → · Plans in New York →

Synergy Global Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dave Carter & Associates, Inc. Employee Stock Ownership PlanDave Carter & Associates, In…$10MStandard Golf Company Employee Stock Ownership PlanStandard Golf Company Employ…$10MSynergy Global Solutions, Inc. Employee Stock Ownership PlanSynergy Global Solutions, In…$10MGougeon Holding Co. Employee Stock Ownership PlanGougeon Holding Co. Employee…$10MAdvanced Aluminium of Polk County, Inc. Employee Stock Ownership PlanAdvanced Aluminium of Polk C…$10M
End-of-year total assets ($M) among Synergy Global Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$610K
Employer EIN160985336
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy It Solutions of Nys, Inc.)

Sponsor-wide plan assets over time

All Synergy It Solutions of Nys, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 13.09541314476523% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $18M $20.4M ▲ +13.1%
Year Plans Participants Total Assets
2022 2 208 $18M
2023 2 248 $20M
2024 2 228 $20M

Nearby ESOP Plans in New York

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

Synergy Global Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Synergy Global Solutions, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.993771 · Participants: 131Synergy Global Solutions, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Synergy Global Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Synergy Global Solutions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Synergy Global Solutions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Gougeon Holding Co. Employee Stock Ownership Plan in MI ($10M); by covered participants it is Contempora Fabrics, Inc. Employee Stock Ownership Plan in NC (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Global Solutions, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Synergy Global Solutions, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.5% during 2023, from $9M to $10M. Reported net income was $610K.
How have Synergy It Solutions of Nys, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy It Solutions of Nys, Inc.'s sponsor-wide assets grew 13.1%, from $18M to $20M.
Which ESOP plans are similar in size to Synergy Global Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gougeon Holding Co. Employee Stock Ownership Plan in MI ($10M, 47 participants).
Which ESOP plans cover a similar participant headcount to Synergy Global Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Contempora Fabrics, Inc. Employee Stock Ownership Plan in NC (131 participants, $16M 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 160985336.

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.