401(k) · DOL Form 5500 · 2023

Omega Asset Management Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
26th
Percentile by assets National rank
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Official DOL plan name: Omega Asset Management Inc. 401(k) Plan · Sponsored by Omega Asset Management Inc. · Pennsylvania · Finance & Insurance

$1M in assets, N/A participants

Omega Asset Management Inc.'s Omega Asset Management Inc. 401(k) Plan reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,539 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Omega Asset Management Inc. 401(k) Plan holds $1M for N/A participants, in the lower half of filed plans by assets.

#1,539
in Finance & Insurance (8,869 peers)
$1M
reported net income

Omega Asset Management Inc. 401(k) Plan among the smaller filed plans by assets

Omega Asset Management Inc. 401(k) Plan vs every filed plan by assets

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

$1,344,144 26th percentile higher than 26% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

Filing strip 933610149 · Omega Asset Management Inc. PY 2023 · 401(k)

Omega Asset Management Inc. 401(k) Plan · $1M · N/A · 26th

  • PHOTO $1M
  • PHOTO N/A
  • PHOTO 26th
  • PHOTO 401(k)
  • PHOTO near Elevation, LLC Retirement Plan
  • PHOTO ind #1539

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 Pennsylvania →

Omega Asset Management Inc. 401(k) Plan in the asset neighbourhood

Omega Asset Management Inc. 401(k) PlanOmega Asset Management Inc. …$1MElevation, LLC Retirement PlanElevation, LLC Retirement Pl…$1MElite Sales, Inc. 401(k) Profit Sharing Plan and TrustElite Sales, Inc. 401(k) Pro…$1MIhcbp Infinity Holdings Inc 401(k) PlanIhcbp Infinity Holdings Inc …$1MWilliam a. Cofer, Dmd, Fagd, PA 401(k) Retirement PlanWilliam a. Cofer, Dmd, Fagd,…$1M
End-of-year total assets ($M) among Omega Asset Management Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN933610149
Plan Effective Date2023-09-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Omega Asset Management Inc.)

Sponsor-wide plan assets over time

All Omega Asset Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.52464616886286% vs 2023
2024 filing year
$1.34M 20232024 $1.34M $1.34M ▲ +0.0%
Year Plans Participants Total Assets
2023 1 N/A $1M
2024 1 1 $1M

Nearby 401(k) Plans in Pennsylvania

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

Omega Asset Management Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Omega Asset Management Inc. 401(k) Plan, Total assets ($B): 0.001344144 · Participants: 0Omega Asset Management Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Omega Asset Management Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Omega Asset Management Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Pennsylvania, the nearest 401(k) by end-of-year assets is Elevation, LLC Retirement Plan in NC at $1M (this filing: $1M).

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 have Omega Asset Management Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Omega Asset Management Inc.'s sponsor-wide assets declined 0.5%, from $1M to $1M.
Which 401(k) plans are similar in size to Omega Asset Management Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Elevation, LLC Retirement Plan in NC ($1M, 30 participants).