401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$4M
Total assets Small plan by assets
86
Participants Small participant base
40th
Percentile by assets National rank
$46,447
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, 86 participants

Sierra Financial Services, Inc. Dba Omni Tax Solutions's Omni Tax Solutions 401(k) Plan reported $4M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,509 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Omni Tax Solutions 401(k) Plan holds $4M for 86 participants - about $46,447 per participant, in the lower half of filed plans by assets.

#2,509
in Finance & Insurance (8,869 peers)
+0.8%
assets growth YoY

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 2023 · DOL Form 5500

$3,994,421 40th percentile higher than 40% 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

Omni Tax Solutions 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Omni Tax Solutions 401(k) Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Omni Tax Solutions 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $33K in the plan year 2023 filing.
  • Omni Tax Solutions 401(k) Plan reported participants fell from 119 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841306818 · Sierra Financial Services, Inc. Dba Omni Tax Solutions PY 2023 · 401(k)

Omni Tax Solutions 401(k) Plan · $4M · 86 · 40th

  • TYPE $4M
  • NET 86
  • BOOK 40th
  • VS-ST 401(k)
  • BOY near Postal Center International, Inc. 401(k) Plan
  • SCH ind #2509

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…$4MPostal Center International, Inc. 401(k) PlanPostal Center International,…$4MMitchell Brothers Retirement Savings PlanMitchell Brothers Retirement…$4MSvs Vision, Inc. Union Employees 401 K Profit Sharing PlanSvs Vision, Inc. Union Emplo…$4MKaspien Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Omni Tax Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$33K
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 -101234 Total assets ($B) Participants Omni Tax Solutions 401(k) Plan, Total assets ($B): 0.003994421 · Participants: 86Omni Tax Solutions 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement 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 Postal Center International, Inc. 401(k) Plan in FL ($4M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Omni Tax Solutions 401(k) Plan assets move in 2023? ▼
Omni Tax Solutions 401(k) Plan held essentially flat - up 0.8% during 2023, from $4M to $4M. Reported net income was $33K.
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 Postal Center International, Inc. 401(k) Plan in FL ($4M, 191 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 Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 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.