How big is Omega Therapeutics, Inc.'s plan?

Omega Therapeutics, Inc.'s plan reported $11.8M in assets and 41 participants for 2024.

Original filing (PDF)20250723151608NAL0001983779001

Omega Therapeutics, Inc.

Name: Omega Therapeutics, Inc. — Omega Therapeutics, Inc., Form 5500 (2024)
Creator: Omega Therapeutics, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Omega Therapeutics, Inc. 401(k) Plan

401(k) retirement plan · Omega Therapeutics, Inc.'s Omega Therapeutics, Inc. 401(k) Plan held $11.8M in plan assets for 41 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

People on this filing

Barbara CHAN signed Omega Therapeutics, Inc.'s 2024 Form 5500 as plan administrator.

Barbara CHAN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Omega Therapeutics, Inc.'s EIN is 81-3247585.

EIN 81-3247585

Plan number 001

Plan year 2024

ACK ID 20250723151608NAL0001983779001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Omega Therapeutics, Inc.'s plan includes automatic enrollment, a default investment (QDIA), 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 THERAPEUTICS, INC..

Finding similar companies…

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

OMEGA THERAPEUTICS, INC.

EIN

all filings

Address

140 FIRST STREET, SUITE 501 · CAMBRIDGE, MA · 02141

Phone

(617) 949-4360

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ICAPITAL, LLC	76-0708798	—	PLAN SPONSOR	$7K	—

Investments

34 direct securities· $11.7M(100% of reported assets)

Mutual Funds

$9.9M

17 holdings

Common Collective Trusts

$1.4M

6 holdings

Other securities

$459K

9 holdings

Cash / Money Market

$11K

1 holding

U.S. Treasuries

$4K

1 holding

					% of plan
Fidelity Investments Fidelity Freedom Index 2045 Fund Institutional Premium Class	Mutual Funds	—	—	$2.5M	21.0%
Fidelity Investments Fidelity Freedom Index 2050 Fund Institutional Premium Class	Mutual Funds	—	—	$2.1M	18.3%
Fidelity Investments Fidelity Freedom Index 2040 Fund Institutional Premium Class	Mutual Funds	—	—	$1.4M	12.1%
Fidelity Investments Fidelity Freedom Index 2035 Fund Institutional Premium Class	Mutual Funds	—	—	$1.4M	11.6%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$949K	8.1%
Fidelity Investments Fidelity Freedom Index 2055 Fund Institutional Premium Class	Mutual Funds	—	—	$727K	6.2%
Fidelity Investments Fidelity Freedom Index 2030 Fund Institutional Premium Class	Mutual Funds	—	—	$524K	4.5%
Fidelity Investments Fidelity Freedom Index 2060 Fund Institutional Premium Class	Mutual Funds	—	—	$359K	3.1%
Fidelity Investments Fidelity Freedom Index 2025 Fund Institutional Premium Class	Mutual Funds	—	—	$273K	2.3%
Vanguard Small-Cap Index Fund Admiral	Common Collective Trusts	—	—	$244K	2.1%
T. Rowe Price Associates T. Rowe Price Blue Chip Growth Fund	Other securities	—	—	$201K	1.7%
Fidelity Investments Fidelity Select Technology Portfolio	Mutual Funds	—	—	$170K	1.4%
Vanguard International Growth Fund Admiral	Mutual Funds	—	—	$151K	1.3%
Fidelity Investments Fidelity Freedom Index 2065 Fund Institutional Premium Class	Mutual Funds	—	—	$136K	1.2%
Fidelity Investments Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$135K	1.2%
Invesco Small Cap Value Fund R6	Mutual Funds	—	—	$83K	0.7%
J.P. Morgan JPMorgan Equity Income Fund Class R6	Other securities	—	—	$68K	0.6%
Metropolitan West Metropolitan West Total Return Bond Fund Plan Class	Other securities	—	—	$55K	0.5%
Driehaus Capital Management Driehaus Emerging Markets Growth Fund	Other securities	—	—	$47K	0.4%
Vanguard Real Estate Index Fund Admiral	Common Collective Trusts	—	—	$45K	0.4%
Eaton Vance Eaton Vance Income Fund of Boston R6	Other securities	—	—	$40K	0.3%
Brown Advisory Brown Advisory Sustainable Growth Fund	Other securities	—	—	$29K	0.2%
Eaton Vance Eaton Vance Floating-Rate Advantage Fund Class R6	Other securities	—	—	$13K	0.1%
Gabelli U.S. Treasury Money Market Fund Class I	Cash / Money Market	—	—	$11K	<0.1%
Fidelity Investments Fidelity Freedom Index 2020 Fund Institutional Premium Class	Mutual Funds	—	—	$9K	<0.1%
Invesco Gold & Special Minerals Fund R6	Mutual Funds	—	—	$8K	<0.1%
Fidelity Investments Fidelity Freedom Index 2015 Fund Institutional Premium Class	Mutual Funds	—	—	$8K	<0.1%
Fidelity Investments Fidelity Freedom Index Income Fund Institutional Premium Class	Mutual Funds	—	—	$7K	<0.1%
Vanguard Total Bond Market Index Fund Admiral	Common Collective Trusts	—	—	$7K	<0.1%
Columbia Threadneedle Investments Columbia Emerging Markets Fund I3	Other securities	—	—	$5K	<0.1%
Federated Hermes Federated Hermes Total Return Government Bond Fund R6	U.S. Treasuries	—	—	$4K	<0.1%
Vanguard Emerging Markets Stock Index Fund Admiral	Common Collective Trusts	—	—	$3K	<0.1%
American Century Investments American Century Inflation Adjusted Bond Fund R6	Other securities	—	—	$3K	<0.1%
Dimensional Fund Advisors DFA International Social Core Equity Portfolio	Mutual Funds	—	—	$1K	<0.1%