401(k) · DOL Form 5500 · 2024
Omega Enterprises, Inc. and Subsidiaries 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 162
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $288,257
- Avg per participant High balance/head
Official DOL plan name: Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan · Sponsored by Omega Enterprises, Inc. and Subsidiaries · Wisconsin · Construction
$47M in assets, 162 participants
Omega Enterprises, Inc. and Subsidiaries's Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan reported $47M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,381 in Construction (9,039 peers)
Coverage in Wisconsin
Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan covers 162 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $47M.
- #7,381
- in Construction (9,039 peers)
- +17.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan's outsized position by total assets
Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,697,651 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan end-of-year assets rose from $40M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan reported participants rose from 152 in the plan year 2023 filing to 162 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391285453 · Omega Enterprises, Inc. and Subsidiaries PY 2024 · 401(k)
Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan · $47M · 162 · 83rd
- PCT $47M
- PCT 162
- PCT 83rd
- PCT 401(k)
- PCT near Inalfa Roof Systems, Inc. 401(k) Profit Sharing Plan
- PCT ind #7381
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 Construction retirement plans → · Plans in Wisconsin →
Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $7M |
| Employer EIN | 391285453 |
| Plan Effective Date | 1983-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Omega Enterprises, Inc. and Subsidiaries)
Sponsor-wide plan assets over time
All Omega Enterprises, Inc. and Subsidiaries plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 37.60591326183438% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $34M |
| 2023 | 1 | 152 | $40M |
| 2024 | 1 | 162 | $47M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Inalfa Roof Systems, Inc. 401(k) Profit Sharing Plan in MI ($47M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan (OH) 162 · 0 off
- Sirote & Permutt, P. C. Profit Sharing 401(k) Plan (AL) 162 · 0 off
- Ollion 401(k) Plan (WA) 162 · 0 off
- Q Labs LLC 401(k) Profit Sharing Plan (OH) 162 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.