ESOP · DOL Form 5500 · 2024

Synergi Holdings, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
286
Participants Below avg headcount
67th
Percentile by assets National rank
$59,145
Avg per participant Low balance/head
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Official DOL plan name: Synergi Employee Stock Ownership Plan · Sponsored by Synergi Holdings, Inc. · South Carolina · Professional & Technical Services

$17M in assets, 286 participants

Synergi Holdings, Inc.'s Synergi Employee Stock Ownership Plan reported $17M in total assets and 286 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,325 in Professional & Technical Services (20,173 peers)

Synergi Holdings, Inc. multi-year trail

Synergi Holdings, Inc.'s plans moved +44.6% in assets from 2022 to 2024; this filing shows Synergi Employee Stock Ownership Plan at $17M / 286 participants.

#13,325
in Professional & Technical Services (20,173 peers)
-19.7%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Synergi Employee Stock Ownership Plan's outsized position by total assets

Synergi Employee Stock Ownership Plan vs every filed plan by assets

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

$16,915,451 Top 33% higher than 67% 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

Synergi 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. Synergi Employee Stock Ownership Plan sits mid-pack in the medium band (286 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Synergi Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Synergi Employee Stock Ownership Plan end-of-year assets fell from $21M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Synergi Employee Stock Ownership Plan reported participants rose from 263 in the plan year 2023 filing to 286 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823721446 · Synergi Holdings, Inc. PY 2024 · ESOP

Synergi Employee Stock Ownership Plan · $17M · 286 · 67th

  • TYPE $17M
  • TYPE 286
  • TYPE 67th
  • TYPE ESOP
  • TYPE near Cole Lumber Company, Inc. Employee Stock Ownership Plan
  • TYPE ind #13325

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 South Carolina →

Synergi Employee Stock Ownership Plan in the asset neighbourhood

The Bobbitt Group, Inc. Employee Stock Ownership PlanThe Bobbitt Group, Inc. Empl…$17MSmalley & Company Employee Stock Ownership Plan and TrustSmalley & Company Employee S…$17MSynergi Employee Stock Ownership PlanSynergi Employee Stock Owner…$17MRingland-Johnson, Inc. Employee Stock Ownership PlanRingland-Johnson, Inc. Emplo…$17MCole Lumber Company, Inc. Employee Stock Ownership PlanCole Lumber Company, Inc. Em…$17M
End-of-year total assets ($M) among Synergi Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Synergi Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Synergi Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 44.63597375979669% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $29.7M ▲ +44.6%
Year Plans Participants Total Assets
2022 2 397 $21M
2023 2 553 $30M
2024 2 655 $30M

Synergi Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN823721446
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

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

Synergi Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 15202530 Total assets ($M) Participants Synergi Employee Stock Ownership Plan, Total assets ($M): 16.915451 · Participants: 286Synergi Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.654978 · Participants: 56Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.112249 · Participants: 373Life Cycle Engineering, Inc. Employee Stock Ownership PlanNgroup Employee Stock Ownership Plan, Total assets ($M): 24.95 · Participants: 1859Ngroup Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 20.702964 · Participants: 31Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanEmployee Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 16.250695 · Participants: 78Employee Stock Ownership Plan of Emory Wilson Process, Inc.
Synergi Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Synergi Employee Stock Ownership Plan side-by-side with 3 peers →

Synergi Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY ($17M); by covered participants it is Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan in WI (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 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 Synergi Employee Stock Ownership Plan assets move in 2024? ▼
Synergi Employee Stock Ownership Plan declined sharply - down 19.7% during 2024, from $21M to $17M. Reported net income was -$4M.
How have Synergi Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergi Holdings, Inc.'s sponsor-wide assets grew 44.6%, from $21M to $30M.
Which ESOP plans are similar in size to Synergi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cole Lumber Company, Inc. Employee Stock Ownership Plan in KY ($17M, 72 participants).
Which ESOP plans cover a similar participant headcount to Synergi Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bliffert Lumber & Fuel Co. Employee Stock Ownership Plan in WI (286 participants, $20M 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 823721446.

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.