401(k) · DOL Form 5500 · 2023

Synergistix, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
156
Participants Small participant base
42nd
Percentile by assets National rank
$28,993
Avg per participant Low balance/head
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Official DOL plan name: Synergistix, Inc. 401(k) Plan · Sponsored by Synergistix, Inc. · Florida · Professional & Technical Services

$5M in assets, 156 participants

Synergistix, Inc.'s Synergistix, Inc. 401(k) Plan reported $5M in total assets and 156 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.

  • #8,132 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Synergistix, Inc. 401(k) Plan covers 156 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#8,132
in Professional & Technical Services (20,321 peers)
+37.1%
assets growth YoY

Synergistix, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Synergistix, Inc. 401(k) Plan vs every filed plan by assets

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

$4,522,880 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

Synergistix, Inc. 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. Synergistix, Inc. 401(k) Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergistix, Inc. 401(k) Plan reported net income rose from $165K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Synergistix, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Synergistix, Inc. 401(k) Plan reported participants fell from 162 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650812682 · Synergistix, Inc. PY 2023 · 401(k)

Synergistix, Inc. 401(k) Plan · $5M · 156 · 42nd

  • ASSETS $5M
  • ASSETS 156
  • ASSETS 42nd
  • ASSETS 401(k)
  • ASSETS near Moshay, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #8132

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 Florida →

Synergistix, Inc. 401(k) Plan in the asset neighbourhood

Synergistix, Inc. 401(k) Plan$5MMoshay, Inc. 401(k) Profit Sharing PlanMoshay, Inc. 401(k) Profit S…$5MTskp Studio, LLC 401(k) Plan$5MAppomni, Inc. 401(k) Plan$5MThe Epiphany School 401(k) PlanThe Epiphany School 401(k) P…$5M
End-of-year total assets ($M) among Synergistix, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN650812682
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergistix, Inc.)

Sponsor-wide plan assets over time

All Synergistix, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 73.92712643908196% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.3M $5.74M ▲ +73.9%
Year Plans Participants Total Assets
2022 1 162 $3M
2023 1 156 $5M
2024 1 143 $6M

Nearby 401(k) Plans in Florida

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

Synergistix, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Synergistix, Inc. 401(k) Plan, Total assets ($B): 0.00452288 · Participants: 156Synergistix, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Synergistix, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Synergistix, Inc. 401(k) Plan side-by-side with 3 peers →

Synergistix, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Moshay, Inc. 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Synergistix, Inc. 401(k) Plan assets move in 2023? ▼
Synergistix, Inc. 401(k) Plan surged - up 37.1% during 2023, from $3M to $5M. Reported net income was $1M.
How have Synergistix, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergistix, Inc.'s sponsor-wide assets grew 73.9%, from $3M to $6M.
Which 401(k) plans are similar in size to Synergistix, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moshay, Inc. 401(k) Profit Sharing Plan in CA ($5M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Synergistix, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 650812682.

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.