401(k) · DOL Form 5500 · 2023

Synergy Companies 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
335
Participants Below avg headcount
57th
Percentile by assets National rank
$27,284
Avg per participant Low balance/head
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Official DOL plan name: Synergy Companies 401(k) Plan · Sponsored by Synergy Companies · California · Construction

$9M in assets, 335 participants

Synergy Companies's Synergy Companies 401(k) Plan reported $9M in total assets and 335 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #4,971 in Construction (9,030 peers)

Synergy Companies multi-year trail

Synergy Companies's plans moved +48.5% in assets from 2022 to 2024; this filing shows Synergy Companies 401(k) Plan at $9M / 335 participants.

#4,971
in Construction (9,030 peers)
+22.9%
assets growth YoY

Synergy Companies 401(k) Plan's mid-pack asset rank among Construction and all filers

Synergy Companies 401(k) Plan vs every filed plan by assets

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

$9,140,202 Top 43% higher than 57% 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 Companies 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 Companies 401(k) Plan sits mid-pack in the medium band (335 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergy Companies 401(k) Plan reported net income rose from -$858K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Synergy Companies 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943057724 · Synergy Companies PY 2023 · 401(k)

Synergy Companies 401(k) Plan · $9M · 335 · 57th

  • PART $9M
  • TYPE 335
  • NET 57th
  • BOOK 401(k)
  • VS-ST near Iventure Solutions, Inc. 401(k) P/S Plan
  • BOY ind #4971

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 California →

Synergy Companies 401(k) Plan in the asset neighbourhood

Synergy Companies 401(k) Plan$9MIventure Solutions, Inc. 401(k) P/S PlanIventure Solutions, Inc. 401…$9MVivant Behavioral Holdings 401(k) PlanVivant Behavioral Holdings 4…$9MMckinley Paper Company Washington Mill 401(k) PlanMckinley Paper Company Washi…$9MClub Assist US LLC/Joint Ventures Retirement PlanClub Assist US LLC/Joint Ven…$9M
End-of-year total assets ($M) among Synergy Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Synergy Companies multi-year asset trail

Sponsor-wide plan assets over time

All Synergy Companies plans reported in each filing year

Latest sponsor-wide plan assets
$11M 48.52683477462618% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.44M $11.1M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 335 $7M
2023 1 335 $9M
2024 1 365 $11M

Synergy Companies filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN943057724
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Synergy Companies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Synergy Companies 401(k) Plan, Total assets ($B): 0.009140202 · Participants: 335Synergy Companies 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Synergy Companies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Synergy Companies 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Iventure Solutions, Inc. 401(k) P/S Plan in FL ($9M); by covered participants it is Moore Sonic Management, Inc 401(k) Plan in OK (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Companies 401(k) Plan assets move in 2023? ▼
Synergy Companies 401(k) Plan grew sharply - up 22.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have Synergy Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Companies's sponsor-wide assets grew 48.5%, from $7M to $11M.
Which 401(k) plans are similar in size to Synergy Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iventure Solutions, Inc. 401(k) P/S Plan in FL ($9M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Moore Sonic Management, Inc 401(k) Plan in OK (335 participants, $79K 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 943057724.

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.