401(k) · DOL Form 5500 · 2023

Synergy Orthopedic Specialists, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
136
Participants Small participant base
46th
Percentile by assets National rank
$40,497
Avg per participant Low balance/head
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Official DOL plan name: Synergy Specialists Medical Group, Inc. 401(k) Plan · Sponsored by Synergy Orthopedic Specialists, Inc. · California · Healthcare & Social Assistance

$6M in assets, 136 participants

Synergy Orthopedic Specialists, Inc.'s Synergy Specialists Medical Group, Inc. 401(k) Plan reported $6M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,954 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Synergy Specialists Medical Group, Inc. 401(k) Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $6M.

#8,954
in Healthcare & Social Assistance (17,684 peers)
+42.5%
assets growth YoY

Synergy Specialists Medical Group, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Synergy Specialists Medical Group, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,507,531 46th percentile higher than 46% of 127,068 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 2023

Synergy Specialists Medical Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Synergy Specialists Medical Group, Inc. 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Synergy Specialists Medical Group, Inc. 401(k) Plan reported net income rose from -$777K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Synergy Specialists Medical Group, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Synergy Specialists Medical Group, Inc. 401(k) Plan reported participants rose from 127 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 455215138 · Synergy Orthopedic Specialists, Inc. PY 2023 · 401(k)

Synergy Specialists Medical Group, Inc. 401(k) Plan · $6M · 136 · 46th

  • PCT $6M
  • EIN 136
  • RANK 46th
  • PHOTO 401(k)
  • IND near Total Action Against Poverty in Roanoke Valley, Inc. Retirement and 401(k) Savings Plan
  • EOY ind #8954

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Synergy Specialists Medical Group, Inc. 401(k) Plan in the asset neighbourhood

Synergy Specialists Medical Group, Inc. 401(k) PlanSynergy Specialists Medical …$6MTotal Action Against Poverty in Roanoke Valley, Inc. Retirement and 401(k) Savings PlanTotal Action Against Poverty…$6MHarrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing PlanHarrison Berkman Claypool & …$6MHealthcare Support Staffing, Inc. 401(k) Profit Sharing Plan and TrustHealthcare Support Staffing,…$6MNeurometrix, Inc. 401(k) Profit Sharing Plan & TrustNeurometrix, Inc. 401(k) Pro…$6M
End-of-year total assets ($M) among Synergy Specialists Medical Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN455215138
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Orthopedic Specialists, Inc.)

Sponsor-wide plan assets over time

All Synergy Orthopedic Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 61.29590327036014% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.86M $6.23M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 127 $4M
2023 1 136 $6M
2024 1 164 $6M

Nearby 401(k) Plans in California

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

Synergy Specialists Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Synergy Specialists Medical Group, Inc. 401(k) Plan, Total assets ($B): 0.005507531 · Participants: 136Synergy Specialists Medical Group, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Synergy Specialists Medical Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Synergy Specialists Medical Group, Inc. 401(k) Plan side-by-side with 3 peers →

Synergy Specialists Medical Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Total Action Against Poverty in Roanoke Valley, Inc. Retirement and 401(k) Savings Plan in VA ($6M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Synergy Specialists Medical Group, Inc. 401(k) Plan assets move in 2023? ▼
Synergy Specialists Medical Group, Inc. 401(k) Plan surged - up 42.5% during 2023, from $4M to $6M. Reported net income was $2M.
How have Synergy Orthopedic Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Orthopedic Specialists, Inc.'s sponsor-wide assets grew 61.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Synergy Specialists Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Total Action Against Poverty in Roanoke Valley, Inc. Retirement and 401(k) Savings Plan in VA ($6M, 244 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Specialists Medical Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455215138.

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.