401(k) · DOL Form 5500 · 2023

Synergy Medical Systems 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
120
Participants Small participant base
35th
Percentile by assets National rank
$23,536
Avg per participant Low balance/head
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Official DOL plan name: Synergy Medical Systems Retirement Plan · Sponsored by Synergy Medical Systems · Oregon · Wholesale Trade

$3M in assets, 120 participants

Synergy Medical Systems's Synergy Medical Systems Retirement Plan reported $3M in total assets and 120 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.

  • #1,505 in Wholesale Trade (6,309 peers)

Coverage in Oregon

Synergy Medical Systems Retirement Plan covers 120 participants in Oregon, about 27% of the average Oregon filer (state average ~443 per filing). Assets: $3M.

#1,505
in Wholesale Trade (6,309 peers)
+29.5%
assets growth YoY

Synergy Medical Systems Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Synergy Medical Systems Retirement Plan vs every filed plan by assets

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

$2,824,372 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 Medical Systems 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. Synergy Medical Systems Retirement Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergy Medical Systems Retirement Plan reported net income rose from -$234K in the plan year 2022 filing to $623K in the plan year 2023 filing.
  • Synergy Medical Systems Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Synergy Medical Systems Retirement Plan reported participants rose from 104 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202021091 · Synergy Medical Systems PY 2023 · 401(k)

Synergy Medical Systems Retirement Plan · $3M · 120 · 35th

  • RANK $3M
  • RANK 120
  • RANK 35th
  • RANK 401(k)
  • RANK near 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc
  • RANK ind #1505

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 Wholesale Trade retirement plans → · Plans in Oregon →

Synergy Medical Systems Retirement Plan in the asset neighbourhood

Synergy Medical Systems Retirement PlanSynergy Medical Systems Reti…$3M403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc403(b) Thrift Plan for Emplo…$3MSecurity on-Demand 401(k) PlanSecurity on-Demand 401(k) Pl…$3MEmployee Benefit Plan of Boys & Girls Clubs of Garden Grove, Inc.Employee Benefit Plan of Boy…$3MFrank Hajek & Associates Retirement Plan TrustFrank Hajek & Associates Ret…$3M
End-of-year total assets ($M) among Synergy Medical Systems Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$623K
Employer EIN202021091
Plan Effective Date2008-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Medical Systems)

Sponsor-wide plan assets over time

All Synergy Medical Systems plans reported in each filing year

Latest sponsor-wide plan assets
$3M 47.6536654215041% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.18M $3.22M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 104 $2M
2023 1 120 $3M
2024 1 112 $3M

Nearby 401(k) Plans in Oregon

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

Synergy Medical Systems Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Synergy Medical Systems Retirement Plan, Total assets ($B): 0.002824372 · Participants: 120Synergy Medical Systems Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Synergy Medical Systems Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Synergy Medical Systems Retirement Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc in NM ($3M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Medical Systems Retirement Plan assets move in 2023? ▼
Synergy Medical Systems Retirement Plan grew sharply - up 29.5% during 2023, from $2M to $3M. Reported net income was $623K.
How have Synergy Medical Systems plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Medical Systems's sponsor-wide assets grew 47.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Synergy Medical Systems Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc in NM ($3M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Medical Systems Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 202021091.

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.