401(k) · DOL Form 5500 · 2024

Synergy Wealth Management LLC 401(k) Profit Sharing Plan 401(k) Plan

Data updated 2026-08-25

$697K
Total assets Small plan by assets: 2
Participants Small participant base: 20th
Percentile by assets National rank: $348,400
Avg per participant High balance/head

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Official DOL plan name: Synergy Wealth Management LLC 401(k) Profit Sharing Plan · Sponsored by Synergy Wealth Management LLC 401(k) Profit Sharing Plan · Tennessee · Finance & Insurance

$697K in assets, 2 participants

Synergy Wealth Management LLC 401(k) Profit Sharing Plan's Synergy Wealth Management LLC 401(k) Profit Sharing Plan reported $697K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

#949 in Finance & Insurance (8,549 peers)

Synergy Wealth Management LLC 401(k) Profit Sharing Plan multi-year trail

Synergy Wealth Management LLC 401(k) Profit Sharing Plan's plans moved +33.0% in assets from 2022 to 2024; this filing shows Synergy Wealth Management LLC 401(k) Profit Sharing Plan at $697K / 2 participants.

#949
in Finance & Insurance (8,549 peers): +17.1%
assets growth YoY

Synergy Wealth Management LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Synergy Wealth Management LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$696,800 20th percentile higher than 20% 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 Wealth Management LLC 401(k) Profit Sharing 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. Synergy Wealth Management LLC 401(k) Profit Sharing 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%)

Synergy Wealth Management LLC 401(k) Profit Sharing Plan reported net income rose from $71K in the plan year 2023 filing to $102K in the plan year 2024 filing.
Synergy Wealth Management LLC 401(k) Profit Sharing Plan end-of-year assets rose from $595K in the plan year 2023 filing to $697K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 273439706 · Synergy Wealth Management LLC 401(k) Profit Sharing Plan PY 2024 · 401(k)

Synergy Wealth Management LLC 401(k) Profit Sharing Plan · $697K · 2 · 20th

NET $697K
NET 2
NET 20th
NET 401(k)
NET near New You Aesthetic Retirement Plan
NET ind #949

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 Tennessee →

End-of-year total assets ($M) among Synergy Wealth Management LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Synergy Wealth Management LLC 401(k) Profit Sharing Plan multi-year asset trail

Latest sponsor-wide plan assets: $697K 32.95096574528289% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$524K
2023	1	2	$595K
2024	1	2	$697K

Synergy Wealth Management LLC 401(k) Profit Sharing Plan filing trail (2024)

Total Assets (Beginning of Year)	$595K
Net Assets (End of Year)	$697K
Net Income	$102K
Employer EIN	273439706
Plan Effective Date	2010-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Synergy Wealth Management LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $25.4B · 113,079
Hca 401(k) Plan $23.8B · 307,086
Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
International Paper Company Salaried Savings Plan $5.0B · 12,564
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441

Compare Synergy Wealth Management LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Synergy Wealth Management LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is New You Aesthetic Retirement Plan in GA ($697K); 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 ($697K here).

New You Aesthetic Retirement Plan (GA) $697K · 4
Ascension Consulting Group, Inc. 401(k) Plan (OK) $697K · 6
Chad M. Brent Profit Sharing Plan (CO) $697K · 1
Health Oasis of Atlanta, Inc. 401(k) Profit Sharing Plan (GA) $697K · 7

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
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
Premier Martial Arts 401(k) Trust (CA) 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 Synergy Wealth Management LLC 401(k) Profit Sharing Plan assets move in 2024? ▼

Synergy Wealth Management LLC 401(k) Profit Sharing Plan grew sharply - up 17.1% during 2024, from $595K to $697K. Reported net income was $102K.

How have Synergy Wealth Management LLC 401(k) Profit Sharing Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Synergy Wealth Management LLC 401(k) Profit Sharing Plan's sponsor-wide assets grew 33.0%, from $524K to $697K.

Where does Synergy Wealth Management LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Synergy Wealth Management LLC 401(k) Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Synergy Wealth Management LLC 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is New You Aesthetic Retirement Plan in GA ($697K, 4 participants).

Which 401(k) plans cover a similar participant headcount to Synergy Wealth Management LLC 401(k) Profit Sharing 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 273439706.