401(k) · DOL Form 5500 · 2023

Synergy Hr LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 646
Participants Below avg headcount: 30th
Percentile by assets National rank: $2,905
Avg per participant Low balance/head

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Official DOL plan name: Zynergia Hr 401(k) Plan · Sponsored by Synergy Hr LLC · Indiana · Healthcare & Social Assistance

$2M in assets, 646 participants

Synergy Hr LLC's Zynergia Hr 401(k) Plan reported $2M in total assets and 646 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#4,965 in Healthcare & Social Assistance (17,684 peers)

Synergy Hr LLC multi-year trail

Synergy Hr LLC's plans moved +72.9% in assets from 2022 to 2024; this filing shows Zynergia Hr 401(k) Plan at $2M / 646 participants.

#4,965
in Healthcare & Social Assistance (17,684 peers): +42.8%
assets growth YoY

Zynergia Hr 401(k) Plan among the smaller filed plans by assets

Zynergia Hr 401(k) Plan vs every filed plan by assets

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

$1,876,940 30th percentile higher than 30% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Zynergia Hr 401(k) 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. Zynergia Hr 401(k) Plan sits mid-pack in the medium band (646 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Zynergia Hr 401(k) Plan reported net income rose from $180K in the plan year 2022 filing to $516K in the plan year 2023 filing.
Zynergia Hr 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Zynergia Hr 401(k) Plan reported participants rose from 637 in the plan year 2022 filing to 646 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 813943870 · Synergy Hr LLC PY 2023 · 401(k)

Zynergia Hr 401(k) Plan · $2M · 646 · 30th

EIN $2M
EIN 646
EIN 30th
EIN 401(k)
EIN near Class Investment Group, Inc. Profit Sharing Plan
EIN ind #4965

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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among Zynergia Hr 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Synergy Hr LLC multi-year asset trail

Latest sponsor-wide plan assets: $2M 72.91374404698507% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	1,130	$1M
2023	1	646	$2M
2024	1	631	$2M

Synergy Hr LLC filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$516K
Employer EIN	813943870
Plan Effective Date	2022-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Zynergia Hr 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Zynergia Hr 401(k) Plan side-by-side with 3 peers →

Zynergia Hr 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Class Investment Group, Inc. Profit Sharing Plan in TX ($2M); by covered participants it is Suburban Home Health Care Services Group Retirement Plan in MA (646 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Class Investment Group, Inc. Profit Sharing Plan (TX) $2M · 2
Cal-Nevada Towing & Transport, Inc. 401(k) Plan (NV) $2M · 31
Freedom Abstract 401(k) Plan (NY) $2M · 12
Ubiquity Global Services, Inc. 401(k) Plan (NY) $2M · 91

Similar participant headcount

Nearest other-state filings by covered participants (646 participants); asset peers above are excluded.

Suburban Home Health Care Services Group Retirement Plan (MA) 646 · 0 off
Northland Investments, Inc. Profit Sharing 401(k) Plan (MI) 646 · 0 off
Preferred Pump & Equipment, L.P. 401(k) Plan (TX) 646 · 0 off
Familycare Medical Group, P.C. 401(k) Plan (NY) 646 · 0 off

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 Zynergia Hr 401(k) Plan assets move in 2023? ▼

Zynergia Hr 401(k) Plan surged - up 42.8% during 2023, from $1M to $2M. Reported net income was $516K.

How have Synergy Hr LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Synergy Hr LLC's sponsor-wide assets grew 72.9%, from $1M to $2M.

Which 401(k) plans are similar in size to Zynergia Hr 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Class Investment Group, Inc. Profit Sharing Plan in TX ($2M, 2 participants).

Which 401(k) plans cover a similar participant headcount to Zynergia Hr 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Suburban Home Health Care Services Group Retirement Plan in MA (646 participants, $13M 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 813943870.