401(k)
2022 plan-year 401(k) DOL Form 5500

OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OMEGA ENTERPRISES, INC. AND SUBSIDIARIES

This 401(k) plan holds $34M in total assets and serves 140 participants as of 2022. It is sponsored by OMEGA ENTERPRISES, INC. AND SUBSIDIARIES in Wisconsin. The plan reported a net loss of $5M for the year.

Total Assets (2023)
$34M
Participants
140
State
Industry
Construction

What the Filing Says About OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN

OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN is a 401(k) retirement plan sponsored by OMEGA ENTERPRISES, INC. AND SUBSIDIARIES, headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $34M in total end-of-year assets and covers 140 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 391285453, and the plan has been effective since 1983-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $39M at the beginning of 2022 to $34M at year-end — a decline of 13.8%. Net assets (after liabilities) closed the year at $34M, with reported net income of $-5,424,764 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$39M
Total Assets (End of Year)$34M
Net Assets (End of Year)$34M
Net Income$-5,424,764
Plan Type401(k)
Employer EIN391285453
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (OMEGA ENTERPRISES, INC. AND SUBSIDIARIES)

Year Plans Participants Total Assets
2022 1 140 $34M
2023 1 152 $40M
2024 1 162 $47M

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Frequently Asked Questions

How much money is in the OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN?
As of the 2022 Form 5500 filing, OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN holds $34M in total assets with 140 participants. It is sponsored by OMEGA ENTERPRISES, INC. AND SUBSIDIARIES.
What type of plan is OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN?
OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN is a 401(k) plan. It has been effective since 1983-10-01. The plan is filed with the U.S. Department of Labor under EIN 391285453.
Who sponsors the OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN?
OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN is sponsored by OMEGA ENTERPRISES, INC. AND SUBSIDIARIES, located in Wisconsin. The sponsor's EIN is 391285453 and the plan operates in the Construction industry.
How did OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN perform in 2022?
OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN declined by 13.8% during 2022, moving from $39M to $34M in total assets. Net income was $-5,424,764.
Where can I find official filings for OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN?
Official Form 5500 filings for OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391285453 or plan name at efast.dol.gov.
How does OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN compare to other plans?
You can compare OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 391285453.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.