ESOP · DOL Form 5500 · 2024
Synergy It Solutions of Nys, Inc. ESOP
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $75,319
- Avg per participant Below avg balance/head
Official DOL plan name: Synergy Global Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Synergy It Solutions of Nys, Inc. · New York · Professional & Technical Services
$9M in assets, 117 participants
Synergy It Solutions of Nys, Inc.'s Synergy Global Solutions, Inc. Employee Stock Ownership Plan reported $9M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #10,329 in Professional & Technical Services (20,173 peers)
Coverage in New York
Synergy Global Solutions, Inc. Employee Stock Ownership Plan covers 117 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $9M.
- #10,329
- in Professional & Technical Services (20,173 peers)
- -11.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Synergy Global Solutions, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Synergy Global Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,812,372 Top 47% higher than 53% 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
Synergy Global Solutions, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Synergy Global Solutions, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (117 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Synergy Global Solutions, Inc. Employee Stock Ownership Plan reported net income fell from $610K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Synergy Global Solutions, Inc. Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Synergy Global Solutions, Inc. Employee Stock Ownership Plan reported participants fell from 131 in the plan year 2023 filing to 117 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 160985336 · Synergy It Solutions of Nys, Inc. PY 2024 · ESOP
Synergy Global Solutions, Inc. Employee Stock Ownership Plan · $9M · 117 · 53rd
- NET $9M
- BOOK 117
- VS-ST 53rd
- BOY ESOP
- SCH near Hyperlogistics Group, Inc. Employee Stock Ownership Plan
- EBSA ind #10329
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 New York →
Synergy Global Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 160985336 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Synergy It Solutions of Nys, Inc.)
Sponsor-wide plan assets over time
All Synergy It Solutions of Nys, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 13.09541314476523% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 208 | $18M |
| 2023 | 2 | 248 | $20M |
| 2024 | 2 | 228 | $20M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
- Griffon Corporation Employee Stock Ownership Plan $306M · 3,209
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
Synergy Global Solutions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Hyperlogistics Group, Inc. Employee Stock Ownership Plan in OH ($9M); by covered participants it is Ohnward Bancshares, Inc. Employee Stock Ownership Plan and Trust in IA (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Hyperlogistics Group, Inc. Employee Stock Ownership Plan (OH) $9M · 54
- Adams Management Employee Stock Ownership Plan (GA) $9M · 50
- Alliant Engineering, Incorporated Employee Stock Ownership Plan and Trust (MN) $9M · 137
- Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. (CO) $9M · 43
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.