ESOP · DOL Form 5500 · 2024

Synergy Enterprises, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
72
Participants Small participant base
70th
Percentile by assets National rank
$269,904
Avg per participant High balance/head
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Official DOL plan name: Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan · Sponsored by Synergy Enterprises, Inc. · Texas · Wholesale Trade

$19M in assets, 72 participants

Synergy Enterprises, Inc.'s Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan reported $19M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,976 in Wholesale Trade (6,080 peers)

Synergy Enterprises, Inc. multi-year trail

Synergy Enterprises, Inc.'s plans moved +31.0% in assets from 2022 to 2024; this filing shows Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan at $19M / 72 participants.

#3,976
in Wholesale Trade (6,080 peers)
+15.9%
assets growth YoY

Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan's outsized position by total assets

Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan vs every filed plan by assets

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

$19,433,095 Top 30% higher than 70% 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 Enterprises, Inc. 401(k) Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan reported participants fell from 74 in the plan year 2023 filing to 72 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 750974624 · Synergy Enterprises, Inc. PY 2024 · ESOP

Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan · $19M · 72 · 70th

  • IND $19M
  • EOY 72
  • 5500 70th
  • ASSETS ESOP
  • PCT near Moi, Inc. Employee Stock Ownership Plan
  • EIN ind #3976

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 Texas →

Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan in the asset neighbourhood

Pacific States Petroleum Employee Stock Ownership PlanPacific States Petroleum Emp…$19MBeck Oil Company of Illinois Employee Stock Ownership PlanBeck Oil Company of Illinois…$19MNahs Employee Stock Ownership PlanNahs Employee Stock Ownershi…$19MSynergy Enterprises, Inc. 401(k) Employee Stock Ownership PlanSynergy Enterprises, Inc. 40…$19MMoi, Inc. Employee Stock Ownership PlanMoi, Inc. Employee Stock Own…$19M
End-of-year total assets ($M) among Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Synergy Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$19M 30.971515031019063% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.8M $19.4M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 73 $15M
2023 1 74 $17M
2024 1 72 $19M

Synergy Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN750974624
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan, Total assets ($B): 0.019433095 · Participants: 72Synergy Enterprises, Inc. 401(k) Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan side-by-side with 3 peers →

Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Moi, Inc. Employee Stock Ownership Plan in MD ($19M); by covered participants it is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Enterprises, Inc. 401(k) Employee Stock Ownership Plan assets move in 2024? ▼
Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan grew sharply - up 15.9% during 2024, from $17M to $19M. Reported net income was $3M.
How have Synergy Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Enterprises, Inc.'s sponsor-wide assets grew 31.0%, from $15M to $19M.
Which ESOP plans are similar in size to Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Moi, Inc. Employee Stock Ownership Plan in MD ($19M, 289 participants).
Which ESOP plans cover a similar participant headcount to Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY (72 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 750974624.

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.