401(k) · DOL Form 5500 · 2023

O'mara Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$515,438
Avg per participant High balance/head
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Official DOL plan name: O'mara Financial 401(k) Profit Sharing Plan · Sponsored by O'mara Financial, Inc. · New York · Real Estate

$2M in assets, 3 participants

O'mara Financial, Inc.'s O'mara Financial 401(k) Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,203 in Real Estate (4,727 peers)

O'mara Financial, Inc. multi-year trail

O'mara Financial, Inc.'s plans moved +66.3% in assets from 2022 to 2024; this filing shows O'mara Financial 401(k) Profit Sharing Plan at $2M / 3 participants.

#2,203
in Real Estate (4,727 peers)
+33.0%
assets growth YoY

O'mara Financial 401(k) Profit Sharing Plan among the smaller filed plans by assets

O'mara Financial 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,546,314 28th percentile higher than 28% of 127,068 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 2023

O'mara Financial 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'mara Financial 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O'mara Financial 401(k) Profit Sharing Plan reported net income rose from -$222K in the plan year 2022 filing to $384K in the plan year 2023 filing.
  • O'mara Financial 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161427457 · O'mara Financial, Inc. PY 2023 · 401(k)

O'mara Financial 401(k) Profit Sharing Plan · $2M · 3 · 28th

  • EBSA $2M
  • PART 3
  • TYPE 28th
  • NET 401(k)
  • BOOK near Boyle Ventures, Inc. 401(k) Plan
  • VS-ST ind #2203

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 Real Estate retirement plans → · Plans in New York →

O'mara Financial 401(k) Profit Sharing Plan in the asset neighbourhood

O'mara Financial 401(k) Profit Sharing PlanO'mara Financial 401(k) Prof…$2MBoyle Ventures, Inc. 401(k) PlanBoyle Ventures, Inc. 401(k) …$2MPotluck Hospitality 401(k) Profit Sharing Plan & TrustPotluck Hospitality 401(k) P…$2MRobert Mckeown Company, Inc. Profit Sharing/401(k) PlanRobert Mckeown Company, Inc.…$2MAcretrader 401(k) Plan$2M
End-of-year total assets ($M) among O'mara Financial 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

O'mara Financial, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All O'mara Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 66.31600949268824% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.16M $1.93M ▲ +66.4%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $2M
2024 1 3 $2M

O'mara Financial, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$384K
Employer EIN161427457
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

O'mara Financial 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants O'mara Financial 401(k) Profit Sharing Plan, Total assets ($B): 0.001546314 · Participants: 3O'mara Financial 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
O'mara Financial 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare O'mara Financial 401(k) Profit Sharing Plan side-by-side with 3 peers →

O'mara Financial 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Boyle Ventures, Inc. 401(k) Plan in TX ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did O'mara Financial 401(k) Profit Sharing Plan assets move in 2023? ▼
O'mara Financial 401(k) Profit Sharing Plan surged - up 33.0% during 2023, from $1M to $2M. Reported net income was $384K.
How have O'mara Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O'mara Financial, Inc.'s sponsor-wide assets grew 66.3%, from $1M to $2M.
Which 401(k) plans are similar in size to O'mara Financial 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boyle Ventures, Inc. 401(k) Plan in TX ($2M, 18 participants).
Which 401(k) plans cover a similar participant headcount to O'mara Financial 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161427457.

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.