401(k) · DOL Form 5500 · 2023

Synergy Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
74
Participants Small participant base
69th
Percentile by assets National rank
$226,620
Avg per participant Above avg balance/head
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Official DOL plan name: Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan · Sponsored by Synergy Enterprises, Inc. · Texas · Wholesale Trade

$17M in assets, 74 participants

Synergy Enterprises, Inc.'s Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan reported $17M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,104 in Wholesale Trade (6,309 peers)

Synergy Enterprises, Inc. multi-year trail

Synergy Enterprises, Inc.'s plans moved +31.0% in assets from 2022 to 2024; this filing shows Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan at $17M / 74 participants.

#4,104
in Wholesale Trade (6,309 peers)
+13.0%
assets growth YoY

Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan's outsized position by total assets

Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan vs every filed plan by assets

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

$16,769,895 Top 31% higher than 69% 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 Enterprises, Inc. 401(k) Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan reported participants rose from 73 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 750974624 · Synergy Enterprises, Inc. PY 2023 · 401(k)

Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan · $17M · 74 · 69th

  • PART $17M
  • TYPE 74
  • NET 69th
  • BOOK 401(k)
  • VS-ST near New Standard Corporation Retirement Plan
  • BOY ind #4104

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 Texas →

Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan in the asset neighbourhood

Synergy Enterprises, Inc. 401(k) Employee Stock Ownership PlanSynergy Enterprises, Inc. 40…$17MNew Standard Corporation Retirement PlanNew Standard Corporation Ret…$17MSunrise Ford 401(k) Plan$17MOutsource, LLC 401(k) Profit Sharing PlanOutsource, LLC 401(k) Profit…$17MLake Shore Savings Bank 401(k) Savings PlanLake Shore Savings Bank 401(…$17M
End-of-year total assets ($M) among Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Synergy Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Synergy Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 30.971515031019063% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.8M $19.4M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 73 $15M
2023 1 74 $17M
2024 1 72 $19M

Synergy Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN750974624
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan, Total assets ($B): 0.016769895 · Participants: 74Synergy Enterprises, Inc. 401(k) Employee Stock Ownership PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan side-by-side with 3 peers →

Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is New Standard Corporation Retirement Plan in PA ($17M); by covered participants it is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Enterprises, Inc. 401(k) Employee Stock Ownership Plan assets move in 2023? ▼
Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan grew at a solid clip - up 13.0% during 2023, from $15M to $17M. Reported net income was $2M.
How have Synergy Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Enterprises, Inc.'s sponsor-wide assets grew 31.0%, from $15M to $19M.
Which 401(k) plans are similar in size to Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Standard Corporation Retirement Plan in PA ($17M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants, $37K 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 750974624.

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.