ESOP · DOL Form 5500 · 2023

Synergi Holdings, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
263
Participants Below avg headcount
74th
Percentile by assets National rank
$80,058
Avg per participant Below avg balance/head
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Official DOL plan name: Synergi Employee Stock Ownership Plan · Sponsored by Synergi Holdings, Inc. · South Carolina · Professional & Technical Services

$21M in assets, 263 participants

Synergi Holdings, Inc.'s Synergi Employee Stock Ownership Plan reported $21M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,947 in Professional & Technical Services (20,321 peers)

Synergi Holdings, Inc. multi-year trail

Synergi Holdings, Inc.'s plans moved +44.6% in assets from 2022 to 2024; this filing shows Synergi Employee Stock Ownership Plan at $21M / 263 participants.

#14,947
in Professional & Technical Services (20,321 peers)
+37.4%
assets growth YoY

Synergi Employee Stock Ownership Plan's outsized position by total assets

Synergi Employee Stock Ownership Plan vs every filed plan by assets

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

$21,055,349 Top 26% higher than 74% 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

Synergi Employee Stock Ownership 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. Synergi Employee Stock Ownership Plan sits mid-pack in the medium band (263 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergi Employee Stock Ownership Plan reported net income fell from $15M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Synergi Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Synergi Employee Stock Ownership Plan reported participants rose from 242 in the plan year 2022 filing to 263 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 823721446 · Synergi Holdings, Inc. PY 2023 · ESOP

Synergi Employee Stock Ownership Plan · $21M · 263 · 74th

  • PHOTO $21M
  • IND 263
  • EOY 74th
  • 5500 ESOP
  • ASSETS near The Severn Group Employee Stock Ownership Plan
  • PCT ind #14947

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 What is an ESOP? → · Plans in South Carolina →

Synergi Employee Stock Ownership Plan in the asset neighbourhood

Pace Properties Employee Stock Ownership PlanPace Properties Employee Sto…$21MAutomated Conveyor Systems, Inc. Employee Stock Ownership PlanAutomated Conveyor Systems, …$21MSynergi Employee Stock Ownership PlanSynergi Employee Stock Owner…$21MThe Severn Group Employee Stock Ownership PlanThe Severn Group Employee St…$21MDas Employee Stock Ownership PlanDas Employee Stock Ownership…$21M
End-of-year total assets ($M) among Synergi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Synergi Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Synergi Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 44.63597375979669% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $29.7M ▲ +44.6%
Year Plans Participants Total Assets
2022 2 397 $21M
2023 2 553 $30M
2024 2 655 $30M

Synergi Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$21M
Net Income$6M
Employer EIN823721446
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Synergi Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 020406080 Total assets ($M) Participants Synergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.108205 · Participants: 57Employees Stock Ownership Plan of Emory Wilson Process, Inc.
Synergi Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Synergi Employee Stock Ownership Plan side-by-side with 3 peers →

Synergi Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is The Severn Group Employee Stock Ownership Plan in MA ($21M); by covered participants it is Employee Stock Ownership Plan of Westfield Financial, Inc. in MA (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Synergi Employee Stock Ownership Plan assets move in 2023? ▼
Synergi Employee Stock Ownership Plan surged - up 37.4% during 2023, from $15M to $21M. Reported net income was $6M.
How have Synergi Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergi Holdings, Inc.'s sponsor-wide assets grew 44.6%, from $21M to $30M.
Which ESOP plans are similar in size to Synergi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Severn Group Employee Stock Ownership Plan in MA ($21M, 46 participants).
Which ESOP plans cover a similar participant headcount to Synergi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan of Westfield Financial, Inc. in MA (263 participants, $15M 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 823721446.

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.