401(k) · DOL Form 5500 · 2024

Synergi Holdings 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
369
Participants Below avg headcount
61st
Percentile by assets National rank
$34,657
Avg per participant Low balance/head
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Official DOL plan name: Sp of Sc Retirement Incentive Plan · Sponsored by Synergi Holdings · South Carolina · Professional & Technical Services

$13M in assets, 369 participants

Synergi Holdings's Sp of Sc Retirement Incentive Plan reported $13M in total assets and 369 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,072 in Professional & Technical Services (20,173 peers)

Synergi Holdings multi-year trail

Synergi Holdings's plans moved +44.6% in assets from 2022 to 2024; this filing shows Sp of Sc Retirement Incentive Plan at $13M / 369 participants.

#12,072
in Professional & Technical Services (20,173 peers)
+37.5%
assets growth YoY

Sp of Sc Retirement Incentive Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sp of Sc Retirement Incentive Plan vs every filed plan by assets

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

$12,788,491 Top 39% higher than 61% of 123,620 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 2024

Sp of Sc Retirement Incentive 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. Sp of Sc Retirement Incentive Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sp of Sc Retirement Incentive Plan end-of-year assets rose from $9M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Sp of Sc Retirement Incentive Plan reported participants rose from 290 in the plan year 2023 filing to 369 in the plan year 2024 filing.
  • Sp of Sc Retirement Incentive Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823721446 · Synergi Holdings PY 2024 · 401(k)

Sp of Sc Retirement Incentive Plan · $13M · 369 · 61st

  • VS-ST $13M
  • VS-ST 369
  • VS-ST 61st
  • VS-ST 401(k)
  • VS-ST near Marrakech, Inc 401(k) and Profit Sharing Plan
  • VS-ST ind #12072

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 Professional & Technical Services retirement plans → · Plans in South Carolina →

Sp of Sc Retirement Incentive Plan in the asset neighbourhood

Sp of Sc Retirement Incentive PlanSp of Sc Retirement Incentiv…$13MMarrakech, Inc 401(k) and Profit Sharing PlanMarrakech, Inc 401(k) and Pr…$13MSaint Arnold Brewing Company 401(k) Profit Sharing PlanSaint Arnold Brewing Company…$13MPpg Health 401(k) Plan$13MSage Parts Plus, Inc. 401(k) Savings PlanSage Parts Plus, Inc. 401(k)…$13M
End-of-year total assets ($M) among Sp of Sc Retirement Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Synergi Holdings multi-year asset trail

Sponsor-wide plan assets over time

All Synergi Holdings plans reported in each filing year

Latest sponsor-wide plan assets
$30M 44.63597375979669% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $29.7M ▲ +44.6%
Year Plans Participants Total Assets
2022 2 397 $21M
2023 2 553 $30M
2024 2 655 $30M

Synergi Holdings filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN823721446
Plan Effective Date2022-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Sp of Sc Retirement Incentive Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Sp of Sc Retirement Incentive Plan, Total assets ($B): 0.012788491 · Participants: 369Sp of Sc Retirement Incentive PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Sp of Sc Retirement Incentive Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Sp of Sc Retirement Incentive Plan side-by-side with 3 peers →

Sp of Sc Retirement Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Marrakech, Inc 401(k) and Profit Sharing Plan in CT ($13M); by covered participants it is U-Tec Construction, Inc. Retirement Plan in GA (369 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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.

Frequently Asked Questions

How did Sp of Sc Retirement Incentive Plan assets move in 2024? ▼
Sp of Sc Retirement Incentive Plan surged - up 37.5% during 2024, from $9M to $13M. Reported net income was $3M.
How have Synergi Holdings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergi Holdings's sponsor-wide assets grew 44.6%, from $21M to $30M.
Which 401(k) plans are similar in size to Sp of Sc Retirement Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marrakech, Inc 401(k) and Profit Sharing Plan in CT ($13M, 721 participants).
Which 401(k) plans cover a similar participant headcount to Sp of Sc Retirement Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is U-Tec Construction, Inc. Retirement Plan in GA (369 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 823721446.

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.