401(k) · DOL Form 5500 · 2023
Symphona LLP 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 129
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $161,763
- Avg per participant Above avg balance/head
Official DOL plan name: Symphona LLP Retirement Plan · Sponsored by Symphona LLP · Georgia · Professional & Technical Services
$21M in assets, 129 participants
Symphona LLP's Symphona LLP Retirement Plan reported $21M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,905 in Professional & Technical Services (20,321 peers)
Coverage in Georgia
Symphona LLP Retirement Plan covers 129 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $21M.
- #14,905
- in Professional & Technical Services (20,321 peers)
- +21.2%
- assets growth YoY
Symphona LLP Retirement Plan's outsized position by total assets
Symphona LLP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,867,386 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Symphona LLP Retirement 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. Symphona LLP Retirement Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Symphona LLP Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Symphona LLP Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Symphona LLP Retirement Plan reported participants rose from 120 in the plan year 2022 filing to 129 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 582663273 · Symphona LLP PY 2023 · 401(k)
Symphona LLP Retirement Plan · $21M · 129 · 73rd
- RANK $21M
- PHOTO 129
- IND 73rd
- EOY 401(k)
- 5500 near Fetzers' Inc. 401(k) Profit Sharing Plan
- ASSETS ind #14905
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 Georgia →
Symphona LLP Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 582663273 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Symphona LLP)
Sponsor-wide plan assets over time
All Symphona LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 181.99999035588135% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120 | $17M |
| 2023 | 1 | 129 | $21M |
| 2024 | 1 | 1,034 | $49M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Symphona LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Fetzers' Inc. 401(k) Profit Sharing Plan in UT ($21M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Fetzers' Inc. 401(k) Profit Sharing Plan (UT) $21M · 204
- Dewey Services, Inc. Retirement Savings Plan (CA) $21M · 455
- Impact of Minnesota, Inc. 401(k) Plan (MN) $21M · 208
- Member Solutions 401(k) (FL) $21M · 1,471
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Agmus Ventures Retirement Plan (FL) 129 · 0 off
- Moulton Logistics Management (CA) 129 · 0 off
- Southland Envelope Company, Inc. 401(k) Profit Sharing Plan (CA) 129 · 0 off
- Pml, Inc. 401(k) Retirement Plan (TN) 129 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.