401(k) · DOL Form 5500 · 2024

Synergy Orthopedic Specialists, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
164
Participants Small participant base
46th
Percentile by assets National rank
$38,004
Avg per participant Low balance/head
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Official DOL plan name: Synergy Orthopedic Specialists, Inc. 401(k) Plan · Sponsored by Synergy Orthopedic Specialists, Inc. · California · Healthcare & Social Assistance

$6M in assets, 164 participants

Synergy Orthopedic Specialists, Inc.'s Synergy Orthopedic Specialists, Inc. 401(k) Plan reported $6M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,469 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Synergy Orthopedic Specialists, Inc. 401(k) Plan covers 164 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $6M.

#8,469
in Healthcare & Social Assistance (16,916 peers)
+13.2%
assets growth YoY

Synergy Orthopedic Specialists, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Synergy Orthopedic Specialists, Inc. 401(k) Plan vs every filed plan by assets

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

$6,232,685 46th percentile higher than 46% 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

Synergy Orthopedic Specialists, Inc. 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. Synergy Orthopedic Specialists, Inc. 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Synergy Orthopedic Specialists, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $752K in the plan year 2024 filing.
  • Synergy Orthopedic Specialists, Inc. 401(k) Plan reported participants rose from 136 in the plan year 2023 filing to 164 in the plan year 2024 filing.
  • Synergy Orthopedic Specialists, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 455215138 · Synergy Orthopedic Specialists, Inc. PY 2024 · 401(k)

Synergy Orthopedic Specialists, Inc. 401(k) Plan · $6M · 164 · 46th

  • NET $6M
  • NET 164
  • NET 46th
  • NET 401(k)
  • NET near Docufree Corporation 401(k) Plan
  • NET ind #8469

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Synergy Orthopedic Specialists, Inc. 401(k) Plan in the asset neighbourhood

Synergy Orthopedic Specialists, Inc. 401(k) PlanSynergy Orthopedic Specialis…$6MDocufree Corporation 401(k) PlanDocufree Corporation 401(k) …$6MTrg 401(k) Plan$6MForeman Care Corp. Retirement PlanForeman Care Corp. Retiremen…$6MHenderson Electric Company 401(k) PlanHenderson Electric Company 4…$6M
End-of-year total assets ($M) among Synergy Orthopedic Specialists, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$752K
Employer EIN455215138
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Synergy Orthopedic Specialists, Inc.)

Sponsor-wide plan assets over time

All Synergy Orthopedic Specialists, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 61.29590327036014% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.86M $6.23M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 127 $4M
2023 1 136 $6M
2024 1 164 $6M

Nearby 401(k) Plans in California

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

Synergy Orthopedic Specialists, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Synergy Orthopedic Specialists, Inc. 401(k) Plan, Total assets ($B): 0.006232685 · Participants: 164Synergy Orthopedic Specialists, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Synergy Orthopedic Specialists, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Synergy Orthopedic Specialists, Inc. 401(k) Plan side-by-side with 3 peers →

Synergy Orthopedic Specialists, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Docufree Corporation 401(k) Plan in GA ($6M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Synergy Orthopedic Specialists, Inc. 401(k) Plan assets move in 2024? ▼
Synergy Orthopedic Specialists, Inc. 401(k) Plan grew at a solid clip - up 13.2% during 2024, from $6M to $6M. Reported net income was $752K.
How have Synergy Orthopedic Specialists, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Orthopedic Specialists, Inc.'s sponsor-wide assets grew 61.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Synergy Orthopedic Specialists, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Docufree Corporation 401(k) Plan in GA ($6M, 466 participants).
Which 401(k) plans cover a similar participant headcount to Synergy Orthopedic Specialists, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 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 455215138.

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.