Omega Enterprises 401(k) match, vesting and fees
What Omega Enterprises' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Associated Trust Company, N.A. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,392 defined-contribution plans in construction with 100 to 499 participants.
| Omega Enterprises: employer contribution per participant | $9,434 | |
| Peer median | $2,501 |
| Omega Enterprises: average balance | $258,539 | |
| Peer median | $71,471 |
| Omega Enterprises: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $39.4M at the end of plan year 2021 to $56.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 226 | $56.1M | $2M | $9,434 | 0.26% | Not published | Form 5500 ↗ |
| 2024 | 207 | $46.7M | $1.6M | $7,744 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 204 | $39.8M | $2.1M | $10,142 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 199 | $33.9M | $2M | $10,355 | 0.29% | Not published | Form 5500 ↗ |
| 2021 | 182 | $39.4M | $1.9M | $10,639 | 0.29% | Not published | Form 5500 ↗ |
Common questions
Does Omega Enterprises match 401(k) contributions?
The match terms for the Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $2M in employer contributions, about $9,434 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Omega Enterprises 401(k) match vested?
The vesting schedule for the Omega Enterprises, Inc. and Subsidiaries 401(k) Savings and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Omega Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Associated Trust Company, N.A.. The plan administrator is Omega Enterprises, Inc. and Subsidiaries.
I left Omega Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Omega Enterprises, Inc. and Subsidiaries, (920) 759-2500) or the recordkeeper, Associated Trust Company, N.A.. The Omega Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Omega Enterprises 401(k)
Data from the public Form 5500 annual reports Omega Enterprises filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Omega Enterprises. Not financial advice. Report a correction · Methodology