ESOP · DOL Form 5500 · 2024
Synergi Holdings, Inc. ESOP
Data updated 2026-08-11
- $17M
- Total assets
- 286
- Participants
- 67th
- Percentile by assets
- $59,145
- Avg per participant
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.
- 67th percentile by assets (of 123,622 plans)
- #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.
- $17M
- total plan assets (2024 EOY)
- 286
- covered participants
- 67th
- percentile by assets (of 123,622 plans)
- $59,145
- avg assets per participant
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.
Where Synergi Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Synergi Holdings, Inc. across 3 plan years on file
Across the 3 plan years Synergi Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $21M to $30M, a gain of 44.6%, while reported participants moved from 397 to 655 (+65.0%). Peak year by sponsor assets: 2023 ($30M); trough: 2022 ($21M).
Synergi Holdings, Inc. multi-year asset trail
| 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 EIN | 823721446 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING 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
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan $26M · 56
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $25M · 373
- Ngroup Employee Stock Ownership Plan $25M · 1,859
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $21M · 31
- Employee Stock Ownership Plan of Emory Wilson Process, Inc. $16M · 78
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Synergi Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Synergi Employee Stock Ownership Plan assets move in 2024? ▼
How have Synergi Holdings, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Synergi Employee Stock Ownership Plan? ▼
Next read for Synergi Employee Stock Ownership Plan
Multi-year trail
Ways to act on Synergi Employee Stock Ownership Plan's numbers.
- By total assets, Synergi 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 South Carolina. Compare plans
- Synergi Holdings, Inc.'s sponsor-wide assets have grown 44.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans