ESOP · DOL Form 5500 · 2023
Synergi Holdings, Inc. ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 263
- Participants
- 74th
- Percentile by assets
- $80,058
- Avg per participant
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.
- 74th percentile by assets (of 127,072 plans)
- #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.
- $21M
- total plan assets (2023 EOY)
- 263
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $80,058
- avg assets per participant
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.
Synergi Holdings, Inc. across 3 plan years on file
Across the 3 plan years Synergi Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $21M to $30M, a gain of 44.6%, while reported participants moved from 397 to 655 (+65.0%). Peak year by sponsor assets: 2023 ($30M); trough: 2022 ($21M).
Synergi Holdings, Inc. multi-year asset trail
| 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 EIN | 823721446 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING 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
- Bonitz, Inc. Employee Stock Ownership Plan $62M · 342
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $23M · 50
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $14M · 25
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $14M · 367
- Employees Stock Ownership Plan of Emory Wilson Process, Inc. $13M · 57
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Synergi Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Synergi Employee Stock Ownership Plan assets move in 2023? ▼
How have Synergi Holdings, Inc. plan assets changed over time? ▼
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Next read for Synergi Employee Stock Ownership Plan
Multi-year trail
Ways to act on Synergi Employee Stock Ownership Plan's numbers.
- By total assets, Synergi Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in South Carolina. Compare plans
- Synergi Holdings, Inc.'s sponsor-wide assets have grown 44.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans