Profit Sharing · DOL Form 5500 · 2023

Omni Family Health Profit Sharing Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
923
Participants Near avg headcount
81st
Percentile by assets National rank
$36,747
Avg per participant Low balance/head
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Official DOL plan name: Omni Family Health 403(b) Plan · Sponsored by Omni Family Health · California · Healthcare & Social Assistance

$34M in assets, 923 participants

Omni Family Health's Omni Family Health 403(b) Plan reported $34M in total assets and 923 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,815 in Healthcare & Social Assistance (17,684 peers)

Where Omni Family Health 403(b) Plan sits by assets

Omni Family Health 403(b) Plan sits in the top quartile of all filed plans by assets, $34M for 923 participants (~$36,747/participant), up 28.1% in 2023.

#14,815
in Healthcare & Social Assistance (17,684 peers)
+28.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Omni Family Health 403(b) Plan's outsized position by total assets

Omni Family Health 403(b) Plan vs every filed plan by assets

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

$33,917,125 Top 19% higher than 81% 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 Family Health 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Omni Family Health 403(b) Plan sits mid-pack in the medium band (923 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Omni Family Health 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Omni Family Health 403(b) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Omni Family Health 403(b) Plan reported participants rose from 883 in the plan year 2022 filing to 923 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953218000 · Omni Family Health PY 2023 · Profit Sharing

Omni Family Health 403(b) Plan · $34M · 923 · 81st

  • RANK $34M
  • PHOTO 923
  • IND 81st
  • EOY Profit Sharing
  • 5500 near American Student Assistance 403(b) Retirement Plan
  • ASSETS ind #14815

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Omni Family Health 403(b) Plan in the asset neighbourhood

Local 786 I.B. of T. Severance Trust FundLocal 786 I.B. of T. Severan…$34MOmni Family Health 403(b) PlanOmni Family Health 403(b) Pl…$34MAmerican Student Assistance 403(b) Retirement PlanAmerican Student Assistance …$34MAbx Air, Inc. Profit Sharing PlanAbx Air, Inc. Profit Sharing…$34MKansas State University Foundation Defined Contribution Retirement PlanKansas State University Foun…$34M
End-of-year total assets ($M) among Omni Family Health 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN953218000
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Omni Family Health)

Sponsor-wide plan assets over time

All Omni Family Health plans reported in each filing year

Latest sponsor-wide plan assets
$40M 50.40486659261302% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $26.5M $39.8M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 883 $26M
2023 1 923 $34M
2024 1 938 $40M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Omni Family Health 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Omni Family Health 403(b) Plan, Total assets ($B): 0.033917125 · Participants: 923Omni Family Health 403(b) PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Omni Family Health 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Omni Family Health 403(b) Plan side-by-side with 3 peers →

Omni Family Health 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is American Student Assistance 403(b) Retirement Plan in MA ($34M); by covered participants it is Bismarck Mandan Carpenters Local 1091 Tax Deferral in ND (927 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (923 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 Family Health 403(b) Plan assets move in 2023? ▼
Omni Family Health 403(b) Plan grew sharply - up 28.1% during 2023, from $26M to $34M. Reported net income was $7M.
How have Omni Family Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Omni Family Health's sponsor-wide assets grew 50.4%, from $26M to $40M.
Where does Omni Family Health 403(b) Plan rank by assets among Form 5500 filers? ▼
Omni Family Health 403(b) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Omni Family Health 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is American Student Assistance 403(b) Retirement Plan in MA ($34M, 79 participants).
Which Profit Sharing plans cover a similar participant headcount to Omni Family Health 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bismarck Mandan Carpenters Local 1091 Tax Deferral in ND (927 participants, $18M 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 953218000.

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.