401(k) · DOL Form 5500 · 2023

Synergy55 LLC 401(k) Plan

Data updated 2026-08-11

$190M
Total assets
689
Participants
95th
Percentile by assets
$275,068
Avg per participant
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Official DOL plan name: Synergy55 LLC Profit Sharing and Savings Plan · Sponsored by Synergy55 LLC · Illinois · Wholesale Trade

$190M in assets, 689 participants

Synergy55 LLC's Synergy55 LLC Profit Sharing and Savings Plan reported $190M in total assets and 689 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #6,045 in Wholesale Trade (6,309 peers)

Where Synergy55 LLC Profit Sharing and Savings Plan sits by assets

Synergy55 LLC Profit Sharing and Savings Plan sits in the top 5% of all filed plans by assets, $190M for 689 participants (~$275,068/participant), up 26.8% in 2023.

$190M
total plan assets (2023 EOY)
689
covered participants
95th
percentile by assets (of 127,072 plans)
$275,068
avg assets per participant

Where Synergy55 LLC Profit Sharing and Savings Plan sits by total assets

Synergy55 LLC Profit Sharing and Savings Plan vs every filed plan by assets

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

$189,521,946 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergy55 LLC Profit Sharing and Savings Plan reported net income rose from -$24M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Synergy55 LLC Profit Sharing and Savings Plan end-of-year assets rose from $149M in the plan year 2022 filing to $190M in the plan year 2023 filing.
  • Synergy55 LLC Profit Sharing and Savings Plan reported participants rose from 646 in the plan year 2022 filing to 689 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Wholesale Trade

Synergy55 LLC Profit Sharing and Savings Plan vs the 2023 asset distribution

By assets, Synergy55 LLC Profit Sharing and Savings Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$149M
Net Assets (End of Year)$190M
Net Income$40M
Employer EIN364259890
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy55 LLC)

$140M$160M$180M$200M$220M 202220232024 $149M $213M ▲ +42.4%
Total plan assets by year, all Synergy55 LLC plans on file
Year Plans Participants Total Assets
2022 1 646 $149M
2023 1 689 $190M
2024 1 746 $213M

Nearby 401(k) Plans in Illinois

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

Synergy55 LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Synergy55 LLC Profit…, Total assets ($B): 0.189521946 · Participants: 689Synergy55 LLC Profit…Accenture United Sta…, Total assets ($B): 17.594548115 · Participants: 69974Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Sa…Abbott Laboratories …, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement…
Synergy55 LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Synergy55 LLC Profit Sharing and Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Synergy55 LLC Profit Sharing and Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Synergy55 LLC Profit Sharing and Savings Plan assets move in 2023? ▼
Synergy55 LLC Profit Sharing and Savings Plan grew sharply - up 26.8% during 2023, from $149M to $190M. Reported net income was $40M.
How have Synergy55 LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy55 LLC's sponsor-wide assets grew 42.4%, from $149M to $213M.
Where does Synergy55 LLC Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Synergy55 LLC Profit Sharing and Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Synergy55 LLC Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ancestry Retirement Savings and Investment Plan in UT ($190M, 1,258 participants).

Next read for Synergy55 LLC Profit Sharing and Savings…

Scale reading

Ways to act on Synergy55 LLC Profit Sharing and Savings Plan's numbers.

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 364259890.

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.