Profit Sharing · DOL Form 5500 · 2023

Omni Family Health Profit Sharing Plan

Data updated 2026-08-11

$34M
Total assets
923
Participants
81st
Percentile by assets
$36,747
Avg per participant
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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.

  • 81st percentile by assets (of 127,072 plans)
  • #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.

$34M
total plan assets (2023 EOY)
923
covered participants
81st
percentile by assets (of 127,072 plans)
$36,747
avg assets per participant

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 →

Omni Family Health 403(b) Plan vs the 2023 asset distribution

By assets, Omni Family Health 403(b) Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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)

$25M$30M$35M$40M$45M 202220232024 $26.5M $39.8M ▲ +50.4%
Total plan assets by year, all Omni Family Health plans on file
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

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 4…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
Omni Family Health 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Omni Family Health 403(b) Plan by total assets, not by location.

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).

Scale reading

Ways to act on Omni Family Health 403(b) Plan's numbers.