401(k) · DOL Form 5500 · 2023

Syntax Systems USA LP 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
399
Participants Below avg headcount
86th
Percentile by assets National rank
$131,964
Avg per participant Near avg balance/head
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Official DOL plan name: Syntax 401(k) Savings Plan · Sponsored by Syntax Systems USA LP · North Carolina · Information & Media

$53M in assets, 399 participants

Syntax Systems USA LP's Syntax 401(k) Savings Plan reported $53M in total assets and 399 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,268 in Information & Media (2,818 peers)

Coverage in North Carolina

Syntax 401(k) Savings Plan covers 399 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $53M.

#2,268
in Information & Media (2,818 peers)
+22.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Syntax 401(k) Savings Plan's outsized position by total assets

Syntax 401(k) Savings Plan vs every filed plan by assets

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

$52,653,503 Top 14% higher than 86% 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

Syntax 401(k) 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. Syntax 401(k) Savings Plan sits mid-pack in the medium band (399 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Syntax 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Syntax 401(k) Savings Plan reported participants rose from N/A in the plan year 2022 filing to 399 in the plan year 2023 filing.
  • Syntax 401(k) Savings Plan end-of-year assets rose from $43M in the plan year 2022 filing to $53M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030524476 · Syntax Systems USA LP PY 2023 · 401(k)

Syntax 401(k) Savings Plan · $53M · 399 · 86th

  • PHOTO $53M
  • IND 399
  • EOY 86th
  • 5500 401(k)
  • ASSETS near Omaha Truck Center, Inc. 401(k) Retirement Plan
  • PCT ind #2268

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 Information & Media retirement plans → · Plans in North Carolina →

Syntax 401(k) Savings Plan in the asset neighbourhood

Hanley Wood, Dba Zonda 401(k) PlanHanley Wood, Dba Zonda 401(k…$53MMueller Group, LLC Retirement Savings Plan No. 2Mueller Group, LLC Retiremen…$53MSyntax 401(k) Savings Plan$53MOmaha Truck Center, Inc. 401(k) Retirement PlanOmaha Truck Center, Inc. 401…$53MAvma Life Trust, LLC 401(k) PlanAvma Life Trust, LLC 401(k) …$53M
End-of-year total assets ($M) among Syntax 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$53M
Net Income$10M
Employer EIN030524476
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Syntax Systems USA LP)

Sponsor-wide plan assets over time

All Syntax Systems USA LP plans reported in each filing year

Latest sponsor-wide plan assets
$63M 46.89094927713443% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.1M $63.3M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 N/A $43M
2023 1 399 $53M
2024 1 377 $63M

Nearby 401(k) Plans in North Carolina

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

Syntax 401(k) Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Syntax 401(k) Savings Plan, Total assets ($B): 0.052653503 · Participants: 399Syntax 401(k) Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Syntax 401(k) Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Syntax 401(k) Savings Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Omaha Truck Center, Inc. 401(k) Retirement Plan in NE ($53M); by covered participants it is Longbridge Financial LLC 401(k) Profit Sharing Plan in NJ (399 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (399 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 Syntax 401(k) Savings Plan assets move in 2023? ▼
Syntax 401(k) Savings Plan grew sharply - up 22.1% during 2023, from $43M to $53M. Reported net income was $10M.
How have Syntax Systems USA LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Syntax Systems USA LP's sponsor-wide assets grew 46.9%, from $43M to $63M.
Where does Syntax 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Syntax 401(k) Savings Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Syntax 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Omaha Truck Center, Inc. 401(k) Retirement Plan in NE ($53M, 930 participants).
Which 401(k) plans cover a similar participant headcount to Syntax 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Longbridge Financial LLC 401(k) Profit Sharing Plan in NJ (399 participants, $16M 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 030524476.

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.