401(k) · DOL Form 5500 · 2023

Synergy Services Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
217
Participants Below avg headcount
35th
Percentile by assets National rank
$13,013
Avg per participant Low balance/head
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Official DOL plan name: Synergy Services Inc. 401(k) Plan · Sponsored by Synergy Services Inc. · Missouri · Healthcare & Social Assistance

$3M in assets, 217 participants

Synergy Services Inc.'s Synergy Services Inc. 401(k) Plan reported $3M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,271 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Synergy Services Inc. 401(k) Plan covers 217 participants in Missouri, about 29% of the average Missouri filer (state average ~737 per filing). Assets: $3M.

#6,271
in Healthcare & Social Assistance (17,684 peers)
+27.5%
assets growth YoY

Synergy Services Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Synergy Services Inc. 401(k) Plan vs every filed plan by assets

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

$2,823,885 35th percentile higher than 35% 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 Services 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. Synergy Services Inc. 401(k) Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergy Services Inc. 401(k) Plan reported net income rose from -$650K in the plan year 2022 filing to $610K in the plan year 2023 filing.
  • Synergy Services Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Synergy Services Inc. 401(k) Plan reported participants rose from 202 in the plan year 2022 filing to 217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 430970674 · Synergy Services Inc. PY 2023 · 401(k)

Synergy Services Inc. 401(k) Plan · $3M · 217 · 35th

  • ASSETS $3M
  • ASSETS 217
  • ASSETS 35th
  • ASSETS 401(k)
  • ASSETS near Frank Hajek & Associates Retirement Plan Trust
  • ASSETS ind #6271

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 Missouri →

Synergy Services Inc. 401(k) Plan in the asset neighbourhood

Synergy Services Inc. 401(k) PlanSynergy Services Inc. 401(k)…$3MFrank Hajek & Associates Retirement Plan TrustFrank Hajek & Associates Ret…$3MEmployee Benefit Plan of Boys & Girls Clubs of Garden Grove, Inc.Employee Benefit Plan of Boy…$3MSecurity on-Demand 401(k) PlanSecurity on-Demand 401(k) Pl…$3MFranchise Management 401(k) PlanFranchise Management 401(k) …$3M
End-of-year total assets ($M) among Synergy Services Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$610K
Employer EIN430970674
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Services Inc.)

Sponsor-wide plan assets over time

All Synergy Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 45.68824931817043% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.21M $3.23M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 202 $2M
2023 1 217 $3M
2024 1 227 $3M

Nearby 401(k) Plans in Missouri

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

Synergy Services Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Synergy Services Inc. 401(k) Plan, Total assets ($B): 0.002823885 · Participants: 217Synergy Services Inc. 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Synergy Services Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Synergy Services Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Frank Hajek & Associates Retirement Plan Trust in MD ($3M); by covered participants it is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Services Inc. 401(k) Plan assets move in 2023? ▼
Synergy Services Inc. 401(k) Plan grew sharply - up 27.5% during 2023, from $2M to $3M. Reported net income was $610K.
How have Synergy Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Services Inc.'s sponsor-wide assets grew 45.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Synergy Services Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frank Hajek & Associates Retirement Plan Trust in MD ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Services Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants, $12M 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 430970674.

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.