Profit Sharing · DOL Form 5500 · 2024
Omni Family Health Profit Sharing Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 938
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $42,467
- Avg per participant Low balance/head
Official DOL plan name: Omni Family Health 403(b) Plan · Sponsored by Omni Family Health · California · Healthcare & Social Assistance
$40M in assets, 938 participants
Omni Family Health's Omni Family Health 403(b) Plan reported $40M in total assets and 938 participants in its 2024 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.
- #14,217 in Healthcare & Social Assistance (16,916 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, $40M for 938 participants (~$42,467/participant), up 17.4% in 2024.
- #14,217
- in Healthcare & Social Assistance (16,916 peers)
- +17.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Omni Family Health 403(b) Plan's outsized position by total assets
Omni Family Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,833,831 Top 19% higher than 81% 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
Omni Family Health 403(b) 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. Omni Family Health 403(b) Plan sits mid-pack in the medium band (938 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Omni Family Health 403(b) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Omni Family Health 403(b) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- Omni Family Health 403(b) Plan reported participants rose from 923 in the plan year 2023 filing to 938 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 953218000 · Omni Family Health PY 2024 · Profit Sharing
Omni Family Health 403(b) Plan · $40M · 938 · 81st
- PHOTO $40M
- IND 938
- EOY 81st
- 5500 Profit Sharing
- ASSETS near Triple S Vida Retirement & Savings Plan
- PCT ind #14217
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Omni Family Health 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $6M |
| Employer EIN | 953218000 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Omni Family Health)
Sponsor-wide plan assets over time
All Omni Family Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 50.40486659261302% vs 2022
- 2024 filing year
| 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.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Omni Family Health 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Triple S Vida Retirement & Savings Plan in PR ($40M); by covered participants it is The Riverwoods Group 403(b) Plan in NH (937 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (938 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.