401(k) · DOL Form 5500 · 2024

Synergy Enterprises, Incorporated 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
111
Participants Small participant base
60th
Percentile by assets National rank
$109,093
Avg per participant Below avg balance/head
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Official DOL plan name: Sei 401(k) Plan · Sponsored by Synergy Enterprises, Incorporated · Maryland · Professional & Technical Services

$12M in assets, 111 participants

Synergy Enterprises, Incorporated's Sei 401(k) Plan reported $12M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,795 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

Sei 401(k) Plan covers 111 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $12M.

#11,795
in Professional & Technical Services (20,173 peers)
+30.6%
assets growth YoY

Sei 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sei 401(k) Plan vs every filed plan by assets

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

$12,109,360 Top 40% higher than 60% 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

Sei 401(k) 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. Sei 401(k) Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sei 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sei 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Sei 401(k) Plan reported participants rose from 104 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043755253 · Synergy Enterprises, Incorporated PY 2024 · 401(k)

Sei 401(k) Plan · $12M · 111 · 60th

  • PHOTO $12M
  • PHOTO 111
  • PHOTO 60th
  • PHOTO 401(k)
  • PHOTO near Bga Employee Incentive Savings Plan
  • PHOTO ind #11795

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Sei 401(k) Plan in the asset neighbourhood

Sei 401(k) Plan$12MBga Employee Incentive Savings PlanBga Employee Incentive Savin…$12MRadiant Logic, Inc. 401(k) PlanRadiant Logic, Inc. 401(k) P…$12MCredit Union Loan Source 401(k) PlanCredit Union Loan Source 401…$12MEmployees Primary 401(k) Plan$12M
End-of-year total assets ($M) among Sei 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN043755253
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Enterprises, Incorporated)

Sponsor-wide plan assets over time

All Synergy Enterprises, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$16M 28.742646938340787% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.2M $15.7M ▲ +28.7%
Year Plans Participants Total Assets
2022 2 206 $12M
2023 2 218 $15M
2024 2 232 $16M

Nearby 401(k) Plans in Maryland

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

Sei 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sei 401(k) Plan, Total assets ($B): 0.01210936 · Participants: 111Sei 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Sei 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Sei 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Bga Employee Incentive Savings Plan in TX ($12M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Sei 401(k) Plan assets move in 2024? ▼
Sei 401(k) Plan surged - up 30.6% during 2024, from $9M to $12M. Reported net income was $3M.
How have Synergy Enterprises, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Enterprises, Incorporated's sponsor-wide assets grew 28.7%, from $12M to $16M.
Which 401(k) plans are similar in size to Sei 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bga Employee Incentive Savings Plan in TX ($12M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Sei 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $2M 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 043755253.

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.