401(k) · DOL Form 5500 · 2023

Synergy Senior Care LLC 401(k) Plan

Data updated 2026-08-25

$878K
Total assets Small plan by assets
324
Participants Below avg headcount
23rd
Percentile by assets National rank
$2,709
Avg per participant Low balance/head
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Official DOL plan name: Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Synergy Senior Care LLC · Illinois · Healthcare & Social Assistance

$878K in assets, 324 participants

Synergy Senior Care LLC's Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust reported $878K in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,210 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust covers 324 participants in Illinois, about 42% of the average Illinois filer (state average ~779 per filing). Assets: $878K.

#3,210
in Healthcare & Social Assistance (17,684 peers)
+102.0%
assets growth YoY

Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$877,704 23rd percentile higher than 23% 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 Senior Care LLC 401(k) Profit Sharing Plan & Trust 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 Senior Care LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $81K in the plan year 2022 filing to $443K in the plan year 2023 filing.
  • Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $434K in the plan year 2022 filing to $878K in the plan year 2023 filing.
  • Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 227 in the plan year 2022 filing to 324 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 841810059 · Synergy Senior Care LLC PY 2023 · 401(k)

Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust · $878K · 324 · 23rd

  • RANK $878K
  • PHOTO 324
  • IND 23rd
  • EOY 401(k)
  • 5500 near I.R.E. Enterprises, Inc. 401(k) Plan
  • ASSETS ind #3210

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 Illinois →

Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Synergy Senior Care LLC 401(k) Profit Sharing Plan & TrustSynergy Senior Care LLC 401(…$878KI.R.E. Enterprises, Inc. 401(k) PlanI.R.E. Enterprises, Inc. 401…$878KCord of Three, Inc. 401(k) Profit Sharing PlanCord of Three, Inc. 401(k) P…$878KMountain Journey Corp. 401(k) PlanMountain Journey Corp. 401(k…$878KCharles Wilson, Inc. Retirement PlanCharles Wilson, Inc. Retirem…$878K
End-of-year total assets ($M) among Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$434K
Net Assets (End of Year)$878K
Net Income$443K
Employer EIN841810059
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Senior Care LLC)

Sponsor-wide plan assets over time

All Synergy Senior Care LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 194.80849790544582% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.43M $1.28M ▲ +197.7%
Year Plans Participants Total Assets
2022 1 227 $434K
2023 1 324 $878K
2024 1 348 $1M

Nearby 401(k) Plans in Illinois

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

Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000877704 · Participants: 324Synergy Senior Care LLC 401(k) Profit Sharing Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is I.R.E. Enterprises, Inc. 401(k) Plan in CA ($878K); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($878K here).

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Senior Care LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust surged - up 102.0% during 2023, from $434K to $878K. Reported net income was $443K.
How have Synergy Senior Care LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Senior Care LLC's sponsor-wide assets grew 194.8%, from $434K to $1M.
Where does Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is I.R.E. Enterprises, Inc. 401(k) Plan in CA ($878K, 17 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Senior Care LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants, $24M 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 841810059.

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.