401(k) · DOL Form 5500 · 2023

Synergy Contracting, L.L.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
131
Participants Small participant base
31st
Percentile by assets National rank
$15,540
Avg per participant Low balance/head
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Official DOL plan name: Synergy Contracting, LLC 401(k) Plan · Sponsored by Synergy Contracting, L.L.C. · Iowa · Construction

$2M in assets, 131 participants

Synergy Contracting, L.L.C.'s Synergy Contracting, LLC 401(k) Plan reported $2M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,565 in Construction (9,030 peers)

Coverage in Iowa

Synergy Contracting, LLC 401(k) Plan covers 131 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $2M.

#2,565
in Construction (9,030 peers)
+52.9%
assets growth YoY

Synergy Contracting, LLC 401(k) Plan among the smaller filed plans by assets

Synergy Contracting, LLC 401(k) Plan vs every filed plan by assets

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

$2,035,687 31st percentile higher than 31% 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 Contracting, LLC 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 Contracting, LLC 401(k) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergy Contracting, LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Synergy Contracting, LLC 401(k) Plan reported net income rose from $499K in the plan year 2022 filing to $704K in the plan year 2023 filing.
  • Synergy Contracting, LLC 401(k) Plan reported participants fell from 145 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 800075006 · Synergy Contracting, L.L.C. PY 2023 · 401(k)

Synergy Contracting, LLC 401(k) Plan · $2M · 131 · 31st

  • EBSA $2M
  • EBSA 131
  • EBSA 31st
  • EBSA 401(k)
  • EBSA near Orbital Research, Inc. 401(k) Plan
  • EBSA ind #2565

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 Construction retirement plans → · Plans in Iowa →

Synergy Contracting, LLC 401(k) Plan in the asset neighbourhood

Synergy Contracting, LLC 401(k) PlanSynergy Contracting, LLC 401…$2MOrbital Research, Inc. 401(k) PlanOrbital Research, Inc. 401(k…$2MDouble H Burger Company LLC 401(k) PlanDouble H Burger Company LLC …$2MNortheast Pain Management Employee Stock Ownership 401(k) PlanNortheast Pain Management Em…$2MSwan and Legend 401(k) Plan$2M
End-of-year total assets ($M) among Synergy Contracting, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$704K
Employer EIN800075006
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Contracting, L.L.C.)

Sponsor-wide plan assets over time

All Synergy Contracting, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 55.4891923920929% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.33M $2.07M ▲ +55.6%
Year Plans Participants Total Assets
2022 1 145 $1M
2023 1 131 $2M
2024 1 83 $2M

Nearby 401(k) Plans in Iowa

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

Synergy Contracting, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Synergy Contracting, LLC 401(k) Plan, Total assets ($B): 0.002035687 · Participants: 131Synergy Contracting, LLC 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Synergy Contracting, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Synergy Contracting, LLC 401(k) Plan side-by-side with 3 peers →

Synergy Contracting, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Orbital Research, Inc. 401(k) Plan in OH ($2M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (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 Contracting, LLC 401(k) Plan assets move in 2023? ▼
Synergy Contracting, LLC 401(k) Plan surged - up 52.9% during 2023, from $1M to $2M. Reported net income was $704K.
How have Synergy Contracting, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Contracting, L.L.C.'s sponsor-wide assets grew 55.5%, from $1M to $2M.
Which 401(k) plans are similar in size to Synergy Contracting, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orbital Research, Inc. 401(k) Plan in OH ($2M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Contracting, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants, N/A 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 800075006.

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.