401(k) · DOL Form 5500 · 2023

Omega Morgan Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
171
Participants Small participant base
68th
Percentile by assets National rank
$92,833
Avg per participant Below avg balance/head
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Official DOL plan name: Omega Morgan Holdings Inc. 401(k) Savings Plan · Sponsored by Omega Morgan Holdings Inc. · Oregon · Transportation & Warehousing

$16M in assets, 171 participants

Omega Morgan Holdings Inc.'s Omega Morgan Holdings Inc. 401(k) Savings Plan reported $16M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,297 in Transportation & Warehousing (3,362 peers)

Coverage in Oregon

Omega Morgan Holdings Inc. 401(k) Savings Plan covers 171 participants in Oregon, about 39% of the average Oregon filer (state average ~443 per filing). Assets: $16M.

#2,297
in Transportation & Warehousing (3,362 peers)
+74.1%
assets growth YoY

Omega Morgan Holdings Inc. 401(k) Savings Plan's outsized position by total assets

Omega Morgan Holdings Inc. 401(k) Savings Plan vs every filed plan by assets

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

$15,874,408 Top 32% higher than 68% 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

Omega Morgan Holdings Inc. 401(k) Savings 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. Omega Morgan Holdings Inc. 401(k) Savings Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Omega Morgan Holdings Inc. 401(k) Savings Plan reported net income rose from -$556K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Omega Morgan Holdings Inc. 401(k) Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Omega Morgan Holdings Inc. 401(k) Savings Plan reported participants rose from 166 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 453766278 · Omega Morgan Holdings Inc. PY 2023 · 401(k)

Omega Morgan Holdings Inc. 401(k) Savings Plan · $16M · 171 · 68th

  • SCH $16M
  • EBSA 171
  • PART 68th
  • TYPE 401(k)
  • NET near The Moran Group, Inc. 401(k) Retirement Plan
  • BOOK ind #2297

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 Transportation & Warehousing retirement plans → · Plans in Oregon →

Omega Morgan Holdings Inc. 401(k) Savings Plan in the asset neighbourhood

Omega Morgan Holdings Inc. 401(k) Savings PlanOmega Morgan Holdings Inc. 4…$16MThe Moran Group, Inc. 401(k) Retirement PlanThe Moran Group, Inc. 401(k)…$16MBricklayers and Allied Craftworkers Staff 401(k) PlanBricklayers and Allied Craft…$16MCraig Technologies, Inc. 401(k) Savings PlanCraig Technologies, Inc. 401…$16MLawrence Equipment 401(k) Retirement PlanLawrence Equipment 401(k) Re…$16M
End-of-year total assets ($M) among Omega Morgan Holdings Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$16M
Net Income$7M
Employer EIN453766278
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Omega Morgan Holdings Inc.)

Sponsor-wide plan assets over time

All Omega Morgan Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 126.1852751554326% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.12M $20.6M ▲ +126.2%
Year Plans Participants Total Assets
2022 1 166 $9M
2023 1 171 $16M
2024 1 296 $21M

Nearby 401(k) Plans in Oregon

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

Omega Morgan Holdings Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Omega Morgan Holdings Inc. 401(k) Savings Plan, Total assets ($B): 0.015874408 · Participants: 171Omega Morgan Holdings Inc. 401(k) Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Omega Morgan Holdings Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Omega Morgan Holdings Inc. 401(k) Savings Plan side-by-side with 3 peers →

Omega Morgan Holdings Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is The Moran Group, Inc. 401(k) Retirement Plan in MI ($16M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Omega Morgan Holdings Inc. 401(k) Savings Plan assets move in 2023? ▼
Omega Morgan Holdings Inc. 401(k) Savings Plan surged - up 74.1% during 2023, from $9M to $16M. Reported net income was $7M.
How have Omega Morgan Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Omega Morgan Holdings Inc.'s sponsor-wide assets grew 126.2%, from $9M to $21M.
Which 401(k) plans are similar in size to Omega Morgan Holdings Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Moran Group, Inc. 401(k) Retirement Plan in MI ($16M, 395 participants).
Which 401(k) plans cover a similar participant headcount to Omega Morgan Holdings Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 453766278.

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.