401(k) · DOL Form 5500 · 2024
Synergy Companies 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 365
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $30,267
- Avg per participant Low balance/head
Official DOL plan name: Synergy Companies 401(k) Plan · Sponsored by Synergy Companies · California · Construction
$11M in assets, 365 participants
Synergy Companies's Synergy Companies 401(k) Plan reported $11M in total assets and 365 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #5,077 in Construction (9,039 peers)
Synergy Companies multi-year trail
Synergy Companies's plans moved +48.5% in assets from 2022 to 2024; this filing shows Synergy Companies 401(k) Plan at $11M / 365 participants.
- #5,077
- in Construction (9,039 peers)
- +20.9%
- assets growth YoY
Synergy Companies 401(k) Plan's mid-pack asset rank among Construction and all filers
Synergy Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,047,423 Top 42% higher than 58% 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 Companies 401(k) 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 Companies 401(k) Plan sits mid-pack in the medium band (365 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Synergy Companies 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Synergy Companies 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Synergy Companies 401(k) Plan reported participants rose from 335 in the plan year 2023 filing to 365 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 943057724 · Synergy Companies PY 2024 · 401(k)
Synergy Companies 401(k) Plan · $11M · 365 · 58th
- SCH $11M
- EBSA 365
- PART 58th
- TYPE 401(k)
- NET near Ap4 401(k) Plan
- BOOK ind #5077
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 Construction retirement plans → · Plans in California →
Synergy Companies 401(k) Plan in the asset neighbourhood
Synergy Companies multi-year asset trail
Sponsor-wide plan assets over time
All Synergy Companies plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 48.52683477462618% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 335 | $7M |
| 2023 | 1 | 335 | $9M |
| 2024 | 1 | 365 | $11M |
Synergy Companies filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 943057724 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Synergy Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ap4 401(k) Plan in FL ($11M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (365 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Ap4 401(k) Plan (FL) $11M · N/A
- Ap4 401(k) Plan (FL) $11M · N/A
- George F. Young of Florida Inc. 401(k) Plan (FL) $11M · 117
- Karlen Williams Graybill Advertising 401(k) Plan (NY) $11M · 40
Similar participant headcount
Nearest other-state filings by covered participants (365 participants); asset peers above are excluded.
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 365 · 0 off
- Third Coast Bank 401(k) and Employee Stock Ownership Plan (TX) 365 · 0 off
- Boys & Girls Clubs of Delaware Inc. Retirement Plan (DE) 365 · 0 off
- Icertis 401(k) Plan (WA) 365 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.