401(k) · DOL Form 5500 · 2024

Synergy55 LLC 401(k) Plan

Data updated 2026-08-25

$213M
Total assets Near avg plan size
746
Participants Near avg headcount
95th
Percentile by assets National rank
$285,276
Avg per participant High balance/head
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Official DOL plan name: Synergy55 LLC Profit Sharing and Savings Plan · Sponsored by Synergy55 LLC · Illinois · Wholesale Trade

$213M in assets, 746 participants

Synergy55 LLC's Synergy55 LLC Profit Sharing and Savings Plan reported $213M in total assets and 746 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #5,825 in Wholesale Trade (6,080 peers)

Where Synergy55 LLC Profit Sharing and Savings Plan sits by assets

Synergy55 LLC Profit Sharing and Savings Plan sits in the top 5% of all filed plans by assets, $213M for 746 participants (~$285,276/participant), up 12.3% in 2024.

#5,825
in Wholesale Trade (6,080 peers)
+12.3%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Synergy55 LLC Profit Sharing and Savings Plan's outsized position by total assets

Synergy55 LLC Profit Sharing and Savings Plan vs every filed plan by assets

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

$212,815,608 Top 5% higher than 95% 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

Synergy55 LLC Profit Sharing and Savings 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. Synergy55 LLC Profit Sharing and Savings Plan sits mid-pack in the medium band (746 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Synergy55 LLC Profit Sharing and Savings Plan reported net income fell from $40M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Synergy55 LLC Profit Sharing and Savings Plan end-of-year assets rose from $190M in the plan year 2023 filing to $213M in the plan year 2024 filing.
  • Synergy55 LLC Profit Sharing and Savings Plan reported participants rose from 689 in the plan year 2023 filing to 746 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364259890 · Synergy55 LLC PY 2024 · 401(k)

Synergy55 LLC Profit Sharing and Savings Plan · $213M · 746 · 95th

  • TYPE $213M
  • TYPE 746
  • TYPE 95th
  • TYPE 401(k)
  • TYPE near American Sugar Salary Savings and Investment Plan
  • TYPE ind #5825

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 Illinois →

Synergy55 LLC Profit Sharing and Savings Plan in the asset neighbourhood

Ofs Non-Represented 401(k) PlanOfs Non-Represented 401(k) P…$213MBlackhawk Network 401(k) Plan$213MAmerican Sugar Salary Savings and Investment PlanAmerican Sugar Salary Saving…$213MSynergy55 LLC Profit Sharing and Savings PlanSynergy55 LLC Profit Sharing…$213MInternational UAW Staff Severance PlanInternational UAW Staff Seve…$213M
End-of-year total assets ($M) among Synergy55 LLC Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$190M
Net Assets (End of Year)$213M
Net Income$23M
Employer EIN364259890
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy55 LLC)

Sponsor-wide plan assets over time

All Synergy55 LLC plans reported in each filing year

Latest sponsor-wide plan assets
$213M 42.39587809154459% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $149M $213M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 646 $149M
2023 1 689 $190M
2024 1 746 $213M

Nearby 401(k) Plans in Illinois

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

Synergy55 LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Synergy55 LLC Profit Sharing and Savings Plan, Total assets ($B): 0.212815608 · Participants: 746Synergy55 LLC Profit Sharing and Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Synergy55 LLC Profit Sharing and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Synergy55 LLC Profit Sharing and Savings Plan side-by-side with 3 peers →

Synergy55 LLC Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is American Sugar Salary Savings and Investment Plan in NY ($213M); by covered participants it is Nlmk USA Union 401(k) Savings Plan in PA (746 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($213M here).

Similar participant headcount

Nearest other-state filings by covered participants (746 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 Synergy55 LLC Profit Sharing and Savings Plan assets move in 2024? ▼
Synergy55 LLC Profit Sharing and Savings Plan grew at a solid clip - up 12.3% during 2024, from $190M to $213M. Reported net income was $23M.
How have Synergy55 LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy55 LLC's sponsor-wide assets grew 42.4%, from $149M to $213M.
Where does Synergy55 LLC Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Synergy55 LLC Profit Sharing and Savings Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Synergy55 LLC Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Sugar Salary Savings and Investment Plan in NY ($213M, 1,036 participants).
Which 401(k) plans cover a similar participant headcount to Synergy55 LLC Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nlmk USA Union 401(k) Savings Plan in PA (746 participants, $55M 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 364259890.

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.