401(k) · DOL Form 5500 · 2024

Syntax Systems USA LP 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
377
Participants Below avg headcount
87th
Percentile by assets National rank
$168,008
Avg per participant Above avg balance/head
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Official DOL plan name: Syntax 401(k) Savings Plan · Sponsored by Syntax Systems USA LP · North Carolina · Information & Media

$63M in assets, 377 participants

Syntax Systems USA LP's Syntax 401(k) Savings Plan reported $63M in total assets and 377 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,302 in Information & Media (2,822 peers)

Coverage in North Carolina

Syntax 401(k) Savings Plan covers 377 participants in North Carolina, about 46% of the average North Carolina filer (state average ~819 per filing). Assets: $63M.

#2,302
in Information & Media (2,822 peers)
+20.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Syntax 401(k) Savings Plan's outsized position by total assets

Syntax 401(k) Savings Plan vs every filed plan by assets

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

$63,338,944 Top 13% higher than 87% 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

Syntax 401(k) 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. Syntax 401(k) Savings Plan sits mid-pack in the medium band (377 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Syntax 401(k) Savings Plan end-of-year assets rose from $53M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Syntax 401(k) Savings Plan reported net income rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Syntax 401(k) Savings Plan reported participants fell from 399 in the plan year 2023 filing to 377 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 030524476 · Syntax Systems USA LP PY 2024 · 401(k)

Syntax 401(k) Savings Plan · $63M · 377 · 87th

  • NET $63M
  • NET 377
  • NET 87th
  • NET 401(k)
  • NET near Bank of Ann Arbor Employees 401(k) Profit Sharing Plan
  • NET ind #2302

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 Information & Media retirement plans → · Plans in North Carolina →

Syntax 401(k) Savings Plan in the asset neighbourhood

Methanex 401(k) Plan$63MSeed Intellectual Property Law Group LLP 401(k) Profit Sharing PlanSeed Intellectual Property L…$63MSyntax 401(k) Savings Plan$63MBank of Ann Arbor Employees 401(k) Profit Sharing PlanBank of Ann Arbor Employees …$63MFirst Savings Mortgage Corporation 401(k) Salary Reduction PlanFirst Savings Mortgage Corpo…$63M
End-of-year total assets ($M) among Syntax 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$63M
Net Income$11M
Employer EIN030524476
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Syntax Systems USA LP)

Sponsor-wide plan assets over time

All Syntax Systems USA LP plans reported in each filing year

Latest sponsor-wide plan assets
$63M 46.89094927713443% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.1M $63.3M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 N/A $43M
2023 1 399 $53M
2024 1 377 $63M

Nearby 401(k) Plans in North Carolina

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

Syntax 401(k) Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Syntax 401(k) Savings Plan, Total assets ($B): 0.063338944 · Participants: 377Syntax 401(k) Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Syntax 401(k) Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Syntax 401(k) Savings Plan side-by-side with 3 peers →

Syntax 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI ($63M); by covered participants it is Steven Douglas Associates LLC 401(k) Profit Sharing Plan in FL (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 Syntax 401(k) Savings Plan assets move in 2024? ▼
Syntax 401(k) Savings Plan grew sharply - up 20.3% during 2024, from $53M to $63M. Reported net income was $11M.
How have Syntax Systems USA LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Syntax Systems USA LP's sponsor-wide assets grew 46.9%, from $43M to $63M.
Where does Syntax 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Syntax 401(k) Savings Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Syntax 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI ($63M, 309 participants).
Which 401(k) plans cover a similar participant headcount to Syntax 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steven Douglas Associates LLC 401(k) Profit Sharing Plan in FL (377 participants, $23M 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 030524476.

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.