401(k) · DOL Form 5500 · 2022

Sierra Financial Services, Inc. Dba Omni Tax Solutions 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
119
Participants Small participant base
46th
Percentile by assets National rank
$33,289
Avg per participant Low balance/head
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Official DOL plan name: Omni Tax Solutions 401(k) Plan · Sponsored by Sierra Financial Services, Inc. Dba Omni Tax Solutions · Colorado · Finance & Insurance

$4M in assets, 119 participants

Sierra Financial Services, Inc. Dba Omni Tax Solutions's Omni Tax Solutions 401(k) Plan reported $4M in total assets and 119 participants in its 2022 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.

  • #2,915 in Finance & Insurance (9,261 peers)

Coverage in Colorado

Omni Tax Solutions 401(k) Plan covers 119 participants in Colorado, about 32% of the average Colorado filer (state average ~376 per filing). Assets: $4M.

#2,915
in Finance & Insurance (9,261 peers)
-21.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Omni Tax Solutions 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Omni Tax Solutions 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,961,337 46th percentile higher than 46% of 139,123 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 2022

Omni Tax Solutions 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Omni Tax Solutions 401(k) Plan sits mid-pack in the medium band (119 participants).

Form 5500 schedule snapshot

Filing strip 841306818 · Sierra Financial Services, Inc. Dba Omni Tax Solutions PY 2022 · 401(k)

Omni Tax Solutions 401(k) Plan · $4M · 119 · 46th

  • NET $4M
  • NET 119
  • NET 46th
  • NET 401(k)
  • NET near Clairon Metals Corporation 401(k) Salary Reduction Plan and Trust
  • NET ind #2915

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 Finance & Insurance retirement plans → · Plans in Colorado →

Omni Tax Solutions 401(k) Plan in the asset neighbourhood

Omni Tax Solutions 401(k) PlanOmni Tax Solutions 401(k) Pl…$4MClairon Metals Corporation 401(k) Salary Reduction Plan and TrustClairon Metals Corporation 4…$4MCircuit Works Inc. 401(k) Profit Sharing PlanCircuit Works Inc. 401(k) Pr…$4MTjrhcc 401(k) Retirement Plan$4MHahn & Clay Employees Profit Sharing PlanHahn & Clay Employees Profit…$4M
End-of-year total assets ($M) among Omni Tax Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN841306818
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sierra Financial Services, Inc. Dba Omni Tax Solutions)

Sponsor-wide plan assets over time

All Sierra Financial Services, Inc. Dba Omni Tax Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.733745954964195% vs 2022
2024 filing year
$3.7M$3.8M$3.9M$4M$4.1M 202220232024 $3.96M $3.73M ▼ -5.8%
Year Plans Participants Total Assets
2022 1 119 $4M
2023 1 86 $4M
2024 1 65 $4M

Nearby 401(k) Plans in Colorado

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

Omni Tax Solutions 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Omni Tax Solutions 401(k) Plan, Total assets ($B): 0.003961337 · Participants: 119Omni Tax Solutions 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Omni Tax Solutions 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Omni Tax Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Clairon Metals Corporation 401(k) Salary Reduction Plan and Trust in GA ($4M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Omni Tax Solutions 401(k) Plan assets move in 2022? ▼
Omni Tax Solutions 401(k) Plan declined sharply - down 21.5% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Sierra Financial Services, Inc. Dba Omni Tax Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Financial Services, Inc. Dba Omni Tax Solutions's sponsor-wide assets declined 5.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Omni Tax Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clairon Metals Corporation 401(k) Salary Reduction Plan and Trust in GA ($4M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Omni Tax Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apreva Hospice 401(k) Plan in CA (119 participants, N/A in assets).

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 841306818.

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.