401(k) · DOL Form 5500 · 2024

Synergy Life Insurance Strategies LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 2
Participants Small participant base: 25th
Percentile by assets National rank: $656,335
Avg per participant High balance/head

Official DOL plan name: Michael H. Bergman Clu Pension Plan · Sponsored by Synergy Life Insurance Strategies LLC · Connecticut · Finance & Insurance

$1M in assets, 2 participants

Synergy Life Insurance Strategies LLC's Michael H. Bergman Clu Pension Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

#1,299 in Finance & Insurance (8,549 peers)

2024 asset change

Michael H. Bergman Clu Pension Plan grew at a solid clip 9.1% in 2024 ($1M → $1M) for 2 participants.

#1,299
in Finance & Insurance (8,549 peers): +9.1%
assets growth YoY

Michael H. Bergman Clu Pension Plan among the smaller filed plans by assets

Michael H. Bergman Clu Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,312,670 25th percentile higher than 25% of 123,620 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Michael H. Bergman Clu Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael H. Bergman Clu Pension Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 813855850 · Synergy Life Insurance Strategies LLC PY 2024 · 401(k)

Michael H. Bergman Clu Pension Plan · $1M · 2 · 25th

EBSA $1M
EBSA 2
EBSA 25th
EBSA 401(k)
EBSA near Best Beverages of West Memphis, LLC 401(k) Plan
EBSA ind #1299

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 Finance & Insurance retirement plans → · Plans in Connecticut →

End-of-year total assets ($M) among Michael H. Bergman Clu Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$109K
Employer EIN	813855850
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Michael H. Bergman Clu Pension Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $58.6B · 124,876
Citi Retirement Savings Plan $23.2B · 78,741
The Hartford Investment and Savings Plan $7.2B · 18,614
Eversource 401(k) Plan $4.0B · 10,041
Xerox Corporation Savings Plan $4.0B · 9,876

Compare Michael H. Bergman Clu Pension Plan side-by-side with 3 peers →

Michael H. Bergman Clu Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Best Beverages of West Memphis, LLC 401(k) Plan in AR ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Best Beverages of West Memphis, LLC 401(k) Plan (AR) $1M · 28
Beacon Associates LLC Incentive Savings Retirement Trust (Psk) (NY) $1M · 2
Cornelia Ace Hardware Inc. 401(k) Plan (GA) $1M · 8
Leading Edge Aviation Inc 401(k) Profit Sharing Plan & Trust (OR) $1M · 107

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
Frozen Smiles Retirement Plan (TN) 2 · 0 off
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Celaya, Inc. 401(k) Plan (TX) 2 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Michael H. Bergman Clu Pension Plan assets move in 2024? ▼

Michael H. Bergman Clu Pension Plan grew at a solid clip - up 9.1% during 2024, from $1M to $1M. Reported net income was $109K.

Where does Michael H. Bergman Clu Pension Plan rank by assets among Form 5500 filers? ▼

Michael H. Bergman Clu Pension Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).

Which 401(k) plans are similar in size to Michael H. Bergman Clu Pension Plan? ▼

Among 401(k) plans in other states, the closest by assets is Best Beverages of West Memphis, LLC 401(k) Plan in AR ($1M, 28 participants).

Which 401(k) plans cover a similar participant headcount to Michael H. Bergman Clu Pension Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 813855850.