ESOP · DOL Form 5500 · 2024

Synergy Enterprises, Inc. ESOP

Data updated 2026-07-24

$19M
Total assets: 72
Participants: 70th
Percentile by assets: $269,904
Avg per participant

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.

70th percentile by assets (of 116,472 plans)

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.

$19M
total plan assets (2024 EOY): 72
covered participants: 70th
percentile by assets (of 116,472 plans): $269,904
avg assets per participant

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 →

State

Texas

Industry

Wholesale Trade

Synergy Enterprises, Inc. across 3 plan years on file

Across the 3 plan years Synergy Enterprises, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $19M, a gain of 31.0%, while reported participants moved from 73 to 72 (-1.4%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($15M).

Synergy Enterprises, Inc. multi-year asset trail

Total plan assets by year, all Synergy Enterprises, Inc. plans on file

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 EIN	750974624
Plan Effective Date	1974-01-01
Filing Status	FILING 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

Sammons Enterprises, Inc. Employee Stock Ownership Plan $23.9B · 3,284
Highland Homes Employee Stock Ownership Plan $983M · 891
Austin Industries Employee Stock Ownership Plan $527M · 7,703
Lja Engineering, Inc. Employee Stock Ownership Plan $493M · 1,799
Air Tractor Holdings, Inc. Employee Stock Ownership Plan $401M · 350

Compare Synergy Enterprises, Inc. 401(k) Employe… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan by total assets, not by location.

Moi, Inc. Employee Stock Ownership Plan (MD) $19M · 289
Pacific States Petroleum Employee Stock Ownership Plan (CA) $19M · 151
Beck Oil Company of Illinois Employee Stock Ownership Plan (IL) $19M · 168
Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan (WV) $19M · 55

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).

Next read for Synergy Enterprises, Inc. 401(k) Employe…

Multi-year trail

Ways to act on Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan's numbers.

By total assets, Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
Synergy Enterprises, Inc.'s sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.