Synergy Financial, LLC: new Health and welfare plan, 109 participants (Boston, MA)
Synergy Financial, LLC (Boston, Massachusetts): new Health and welfare plan, 109 participants (Boston, MA). Its participants of 109 is below the median of 294 (8th percentile). Dated 22 days ago, it is in the active follow-up window. Score 85/100. As of 2026-11-04, from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset).
Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
participants: 109 · 8th percentile of 126,658 BenefitPlanPulse records · 0.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 499 related MA BenefitPlanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Employer (plan sponsor) | Synergy Financial, LLC |
| EIN | 421617803 |
| Plan | Synergy Financial LLC Employee Benefits Plan |
| Plan type | Health and welfare |
| Trigger | New plan (first filing) |
| Participants | 109 |
| Industry | Real estate |
| Location | Boston, MA |
| Plan effective | 2025-01-01 |
| Plan year | 2025 |
| Filed | 2026-10-14 |
| participants percentile | 8th of 126,658 (median 294, 0.4x median) |
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CSV columns: Employer · Plan · Trigger · Participants · State · Filed · official source URL
- Source agency: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
- Record date: 2026-10-14
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) · Last refreshed: Wed, 04 Nov 2026 01:39:03 GMT
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Peer benchmark and outreach value: Synergy Financial, LLC and 4,044 Massachusetts peers
- Massachusetts BenefitPlanPulse records like this one: 4,044
- Synergy Financial, LLC's participants: 8th percentile of 126,658 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every Massachusetts peer: $808,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
85 / 100 Score
- Filed in the last 30 days.
- New plan: providers and advisers being chosen.
- 109 participants.
What is the BenefitPlanPulse record for Synergy Financial, LLC in Boston, Massachusetts?
Synergy Financial, LLC filed a Form 5500 for its Health and welfare plan (new plan (first filing)) with 109 participants on 2026-10-14.
How does Synergy Financial, LLC compare to other Massachusetts BenefitPlanPulse records?
Its participants of 109 is below the median (8th percentile); smaller records often move faster and face less competition. It is 22 days old, still within a typical 45-day follow-up window. Its Score of 85/100 puts it among the stronger signals in this feed.
Synergy Financial, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Synergy Financial, LLC | Boston, MA | 109 | 8th | 2026-10-14 |
| Select Ltc Pharmacy Corporation | Los Angeles, CA | 105 | 7th | 2026-10-21 |
| Law Office Of Bryan Fagan, PLLC | Houston, TX | 144 | 20th | 2026-10-23 |
| Creodent Prosthetics, LTD. | New York, NY | 144 | 20th | 2026-10-23 |
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From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.