ESOP · DOL Form 5500 · 2024

I2c Synergy, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
154
Participants Small participant base
72nd
Percentile by assets National rank
$143,697
Avg per participant Near avg balance/head
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Official DOL plan name: I2c Synergy, Inc. Employee Stock Ownership Plan · Sponsored by I2c Synergy, Inc. · Pennsylvania · Wholesale Trade

$22M in assets, 154 participants

I2c Synergy, Inc.'s I2c Synergy, Inc. Employee Stock Ownership Plan reported $22M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,185 in Wholesale Trade (6,080 peers)

Coverage in Pennsylvania

I2c Synergy, Inc. Employee Stock Ownership Plan covers 154 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.

#4,185
in Wholesale Trade (6,080 peers)
+40.1%
assets growth YoY

I2c Synergy, Inc. Employee Stock Ownership Plan's outsized position by total assets

I2c Synergy, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,129,332 Top 28% higher than 72% 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

I2c Synergy, Inc. Employee Stock Ownership 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. I2c Synergy, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I2c Synergy, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • I2c Synergy, Inc. Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • I2c Synergy, Inc. Employee Stock Ownership Plan reported participants rose from 137 in the plan year 2023 filing to 154 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 231702839 · I2c Synergy, Inc. PY 2024 · ESOP

I2c Synergy, Inc. Employee Stock Ownership Plan · $22M · 154 · 72nd

  • 5500 $22M
  • ASSETS 154
  • PCT 72nd
  • EIN ESOP
  • RANK near United Contractors, Inc. Employee Stock Ownership Plan
  • PHOTO ind #4185

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 What is an ESOP? → · Plans in Pennsylvania →

I2c Synergy, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Blue Foundry Bank Employee Stock Ownership PlanBlue Foundry Bank Employee S…$22MHarris & Associates Employee Stock Ownership PlanHarris & Associates Employee…$22MMain Street Homes of Va, Inc. Employee Stock Ownership PlanMain Street Homes of Va, Inc…$22MI2c Synergy, Inc. Employee Stock Ownership PlanI2c Synergy, Inc. Employee S…$22MUnited Contractors, Inc. Employee Stock Ownership PlanUnited Contractors, Inc. Emp…$22M
End-of-year total assets ($M) among I2c Synergy, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$7M
Employer EIN231702839
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I2c Synergy, Inc.)

Sponsor-wide plan assets over time

All I2c Synergy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 46.40475003959654% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35M $51.2M ▲ +46.4%
Year Plans Participants Total Assets
2022 2 275 $35M
2023 2 266 $41M
2024 2 298 $51M

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

I2c Synergy, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants I2c Synergy, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.022129332 · Participants: 154I2c Synergy, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
I2c Synergy, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare I2c Synergy, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

I2c Synergy, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is United Contractors, Inc. Employee Stock Ownership Plan in IA ($22M); by covered participants it is Whitewood Industries, Inc. Employee Stock Ownership Plan in NC (154 participants). Same-state nearby plans are listed separately above.

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 I2c Synergy, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
I2c Synergy, Inc. Employee Stock Ownership Plan surged - up 40.1% during 2024, from $16M to $22M. Reported net income was $7M.
How have I2c Synergy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I2c Synergy, Inc.'s sponsor-wide assets grew 46.4%, from $35M to $51M.
Which ESOP plans are similar in size to I2c Synergy, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is United Contractors, Inc. Employee Stock Ownership Plan in IA ($22M, 138 participants).
Which ESOP plans cover a similar participant headcount to I2c Synergy, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Whitewood Industries, Inc. Employee Stock Ownership Plan in NC (154 participants, $17M 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 231702839.

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.