401(k) · DOL Form 5500 · 2024

Synergy Medical Systems 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
112
Participants Small participant base
35th
Percentile by assets National rank
$28,760
Avg per participant Low balance/head
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Official DOL plan name: Synergy Medical Systems Retirement Plan · Sponsored by Synergy Medical Systems · Oregon · Wholesale Trade

$3M in assets, 112 participants

Synergy Medical Systems's Synergy Medical Systems Retirement Plan reported $3M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,461 in Wholesale Trade (6,080 peers)

Coverage in Oregon

Synergy Medical Systems Retirement Plan covers 112 participants in Oregon, about 25% of the average Oregon filer (state average ~443 per filing). Assets: $3M.

#1,461
in Wholesale Trade (6,080 peers)
+14.0%
assets growth YoY

Synergy Medical Systems Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Synergy Medical Systems Retirement Plan vs every filed plan by assets

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

$3,221,078 35th percentile higher than 35% 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

Synergy Medical Systems Retirement 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 Medical Systems Retirement Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Synergy Medical Systems Retirement Plan reported net income fell from $623K in the plan year 2023 filing to $392K in the plan year 2024 filing.
  • Synergy Medical Systems Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Synergy Medical Systems Retirement Plan reported participants fell from 120 in the plan year 2023 filing to 112 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 202021091 · Synergy Medical Systems PY 2024 · 401(k)

Synergy Medical Systems Retirement Plan · $3M · 112 · 35th

  • EIN $3M
  • EIN 112
  • EIN 35th
  • EIN 401(k)
  • EIN near Katalon, Inc. 401(k) Plan
  • EIN ind #1461

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 Wholesale Trade retirement plans → · Plans in Oregon →

Synergy Medical Systems Retirement Plan in the asset neighbourhood

Synergy Medical Systems Retirement PlanSynergy Medical Systems Reti…$3MKatalon, Inc. 401(k) Plan$3MAmerican Electrical Contracting, Inc. 401(k) PlanAmerican Electrical Contract…$3MNathan & Nathan, P.C. 401(k) Profit Sharing PlanNathan & Nathan, P.C. 401(k)…$3MG Eric Nielson & Associates Profit Sharing PlanG Eric Nielson & Associates …$3M
End-of-year total assets ($M) among Synergy Medical Systems Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$392K
Employer EIN202021091
Plan Effective Date2008-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Medical Systems)

Sponsor-wide plan assets over time

All Synergy Medical Systems plans reported in each filing year

Latest sponsor-wide plan assets
$3M 47.6536654215041% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.18M $3.22M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 104 $2M
2023 1 120 $3M
2024 1 112 $3M

Nearby 401(k) Plans in Oregon

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

Synergy Medical Systems Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Synergy Medical Systems Retirement Plan, Total assets ($B): 0.003221078 · Participants: 112Synergy Medical Systems Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Synergy Medical Systems Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Synergy Medical Systems Retirement Plan side-by-side with 3 peers →

Synergy Medical Systems Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Katalon, Inc. 401(k) Plan in GA ($3M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Synergy Medical Systems Retirement Plan assets move in 2024? ▼
Synergy Medical Systems Retirement Plan grew at a solid clip - up 14.0% during 2024, from $3M to $3M. Reported net income was $392K.
How have Synergy Medical Systems plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Medical Systems's sponsor-wide assets grew 47.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Synergy Medical Systems Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Katalon, Inc. 401(k) Plan in GA ($3M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Medical Systems Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 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 202021091.

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.