401(k) · DOL Form 5500 · 2024

Synergy Community Cooperative (D/B/a Synergy Cooperative) 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
354
Participants Below avg headcount
74th
Percentile by assets National rank
$68,860
Avg per participant Below avg balance/head
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Official DOL plan name: Co-Op 401(k) Plan · Sponsored by Synergy Community Cooperative (D/B/a Synergy Cooperative) · Wisconsin · Agriculture, Forestry & Fishing

$24M in assets, 354 participants

Synergy Community Cooperative (D/B/a Synergy Cooperative)'s Co-Op 401(k) Plan reported $24M in total assets and 354 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #989 in Agriculture, Forestry & Fishing (1,217 peers)

Synergy Community Cooperative (D/B/a Synergy Cooperative) multi-year trail

Synergy Community Cooperative (D/B/a Synergy Cooperative)'s plans moved +30.5% in assets from 2022 to 2024; this filing shows Co-Op 401(k) Plan at $24M / 354 participants.

#989
in Agriculture, Forestry & Fishing (1,217 peers)
+6.4%
assets growth YoY

Co-Op 401(k) Plan's outsized position by total assets

Co-Op 401(k) Plan vs every filed plan by assets

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

$24,376,284 Top 26% higher than 74% 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

Co-Op 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. Co-Op 401(k) Plan sits mid-pack in the medium band (354 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Co-Op 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Co-Op 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391764869 · Synergy Community Cooperative (D/B/a Synergy Cooperative) PY 2024 · 401(k)

Co-Op 401(k) Plan · $24M · 354 · 74th

  • VS-ST $24M
  • BOY 354
  • SCH 74th
  • EBSA 401(k)
  • PART near Water Environment Federation 401(k) Plan
  • TYPE ind #989

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Wisconsin →

Co-Op 401(k) Plan in the asset neighbourhood

Co-Op 401(k) Plan$24MWater Environment Federation 401(k) PlanWater Environment Federation…$24MDavis Partnership, P.C. 401(k) PlanDavis Partnership, P.C. 401(…$24MSmithfoods Inc. 401(k) Savings PlansSmithfoods Inc. 401(k) Savin…$24MNexus Technologies, LLC 401(k) PlanNexus Technologies, LLC 401(…$24M
End-of-year total assets ($M) among Co-Op 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Synergy Community Cooperative (D/B/a Synergy Cooperative) multi-year asset trail

Sponsor-wide plan assets over time

All Synergy Community Cooperative (D/B/a Synergy Cooperative) plans reported in each filing year

Latest sponsor-wide plan assets
$24M 30.543881158896554% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $18.7M $24.4M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 280 $19M
2023 1 357 $23M
2024 1 354 $24M

Synergy Community Cooperative (D/B/a Synergy Cooperative) filing trail (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$1M
Employer EIN391764869
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Co-Op 401(k) Plan, Total assets ($B): 0.024376284 · Participants: 354Co-Op 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Co-Op 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Water Environment Federation 401(k) Plan in VA ($24M); by covered participants it is Harper Systems, Inc. 401(k) Plan in TX (354 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Co-Op 401(k) Plan assets move in 2024? ▼
Co-Op 401(k) Plan grew at a solid clip - up 6.4% during 2024, from $23M to $24M. Reported net income was $1M.
How have Synergy Community Cooperative (D/B/a Synergy Cooperative) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Synergy Community Cooperative (D/B/a Synergy Cooperative)'s sponsor-wide assets grew 30.5%, from $19M to $24M.
Which 401(k) plans are similar in size to Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Water Environment Federation 401(k) Plan in VA ($24M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harper Systems, Inc. 401(k) Plan in TX (354 participants, N/A 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 391764869.

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.