401(k) · DOL Form 5500 · 2023

Synergy55 LLC 401(k) Plan

Data updated 2026-08-25

$190M
Total assets Near avg plan size
689
Participants Below avg headcount
95th
Percentile by assets National rank
$275,068
Avg per participant High balance/head
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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.

  • #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.

#6,045
in Wholesale Trade (6,309 peers)
+26.8%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Synergy55 LLC Profit Sharing and Savings Plan's outsized position 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 $2,050,000,000 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

Synergy55 LLC Profit Sharing and Savings 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. Synergy55 LLC Profit Sharing and Savings Plan sits mid-pack in the medium band (689 participants).

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 →

Published 5500 schedule card

Filing strip 364259890 · Synergy55 LLC PY 2023 · 401(k)

Synergy55 LLC Profit Sharing and Savings Plan · $190M · 689 · 95th

  • SCH $190M
  • EBSA 689
  • PART 95th
  • TYPE 401(k)
  • NET near Ancestry Retirement Savings and Investment Plan
  • BOOK ind #6045

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 Illinois →

Synergy55 LLC Profit Sharing and Savings Plan in the asset neighbourhood

Doctors Hospital at Renaissance 401(k) PlanDoctors Hospital at Renaissa…$190MIcl Retirement Income Plan$190MAncestry Retirement Savings and Investment PlanAncestry Retirement Savings …$190MHayward Industries, Inc. Retirement PlanHayward Industries, Inc. Ret…$190MSynergy55 LLC Profit Sharing and Savings PlanSynergy55 LLC Profit Sharing…$190M
End-of-year total assets ($M) among Synergy55 LLC Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Synergy55 LLC plans reported in each filing year

Latest sponsor-wide plan assets
$213M 42.39587809154459% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $149M $213M ▲ +42.4%
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 ($B) Participants Synergy55 LLC Profit Sharing and Savings Plan, Total assets ($B): 0.189521946 · Participants: 689Synergy55 LLC Profit Sharing and Savings PlanAccenture 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
Synergy55 LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Synergy55 LLC Profit Sharing and Savings Plan side-by-side with 3 peers →

Synergy55 LLC Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ancestry Retirement Savings and Investment Plan in UT ($190M); by covered participants it is Commodore Homes, LLC 401(k) Retirement Plan and Trust in IN (689 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($190M here).

Similar participant headcount

Nearest other-state filings by covered participants (689 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 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).
Which 401(k) plans cover a similar participant headcount to Synergy55 LLC Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commodore Homes, LLC 401(k) Retirement Plan and Trust in IN (689 participants, $21M 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 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.