401(k) · DOL Form 5500 · 2024

Sierra Financial Services, Inc. Dba Omni Tax Solutions 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
65
Participants Small participant base
37th
Percentile by assets National rank
$57,449
Avg per participant Low balance/head
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Official DOL plan name: Omni Tax Solutions 401(k) Plan · Sponsored by Sierra Financial Services, Inc. Dba Omni Tax Solutions · Colorado · Finance & Insurance

$4M in assets, 65 participants

Sierra Financial Services, Inc. Dba Omni Tax Solutions's Omni Tax Solutions 401(k) Plan reported $4M in total assets and 65 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,107 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Omni Tax Solutions 401(k) Plan holds $4M for 65 participants - about $57,449 per participant, in the lower half of filed plans by assets.

#2,107
in Finance & Insurance (8,549 peers)
-6.5%
assets change YoY

The plan reported a net loss of $260K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Omni Tax Solutions 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Omni Tax Solutions 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,734,204 37th percentile higher than 37% of 123,620 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 2024

Omni Tax Solutions 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Omni Tax Solutions 401(k) Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Omni Tax Solutions 401(k) Plan reported net income fell from $33K in the plan year 2023 filing to -$260K in the plan year 2024 filing.
  • Omni Tax Solutions 401(k) Plan reported participants fell from 86 in the plan year 2023 filing to 65 in the plan year 2024 filing.
  • Omni Tax Solutions 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 841306818 · Sierra Financial Services, Inc. Dba Omni Tax Solutions PY 2024 · 401(k)

Omni Tax Solutions 401(k) Plan · $4M · 65 · 37th

  • EIN $4M
  • EIN 65
  • EIN 37th
  • EIN 401(k)
  • EIN near Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan
  • EIN ind #2107

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 Colorado →

Omni Tax Solutions 401(k) Plan in the asset neighbourhood

Omni Tax Solutions 401(k) PlanOmni Tax Solutions 401(k) Pl…$4MLucky Dog Ventures, Inc. 401(k) Profit Sharing PlanLucky Dog Ventures, Inc. 401…$4MLuck's Music Profit Sharing and Thrift Plan and TrustLuck's Music Profit Sharing …$4MTezerakt 401(k) Plan$4MReliance Vitamin, LLC 401(k) PlanReliance Vitamin, LLC 401(k)…$4M
End-of-year total assets ($M) among Omni Tax Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$260K
Employer EIN841306818
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sierra Financial Services, Inc. Dba Omni Tax Solutions)

Sponsor-wide plan assets over time

All Sierra Financial Services, Inc. Dba Omni Tax Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.733745954964195% vs 2022
2024 filing year
$3.7M$3.8M$3.9M$4M$4.1M 202220232024 $3.96M $3.73M ▼ -5.8%
Year Plans Participants Total Assets
2022 1 119 $4M
2023 1 86 $4M
2024 1 65 $4M

Nearby 401(k) Plans in Colorado

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

Omni Tax Solutions 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Omni Tax Solutions 401(k) Plan, Total assets ($B): 0.003734204 · Participants: 65Omni Tax Solutions 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Omni Tax Solutions 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Omni Tax Solutions 401(k) Plan side-by-side with 3 peers →

Omni Tax Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan in TX ($4M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Omni Tax Solutions 401(k) Plan assets move in 2024? ▼
Omni Tax Solutions 401(k) Plan pulled back noticeably - down 6.5% during 2024, from $4M to $4M. Reported net income was -$260K.
How have Sierra Financial Services, Inc. Dba Omni Tax Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sierra Financial Services, Inc. Dba Omni Tax Solutions's sponsor-wide assets declined 5.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Omni Tax Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lucky Dog Ventures, Inc. 401(k) Profit Sharing Plan in TX ($4M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Omni Tax Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (65 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841306818.

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.