How big is Omega Financial Group's plan?

Omega Financial Group's plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20251009162326NAL0011382400001

Omega Financial Group

Name: Omega Financial Group — Omega Financial Group 401(k), Form 5500 (2024)
Creator: Omega Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Omega Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Omega Financial Group's Omega Financial Group 401(k) Profit Sharing Plan held $1.8M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Omega Financial Group's EIN is 31-1019381.

EIN 31-1019381

Plan number 001

Plan year 2024

ACK ID 20251009162326NAL0011382400001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Omega Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Omega Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OMEGA FINANCIAL GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

OMEGA FINANCIAL GROUP

EIN

all filings

Address

7458 JAGER COURT · CINCINNATI, OH · 45230

Phone

(513) 241-6325

Industry

Finance & Insurance

Plan administrator