Omega Flex 401(k) match, vesting and fees
What Omega Flex's 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 | Jpmorgan Invest Holdings LLC | 2024 Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Omega Flex: employer contribution per participant | $4,944 | |
| Peer median | $1,962 |
| Omega Flex: average balance | $191,298 | |
| Peer median | $75,225 |
| Omega Flex: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.32% |
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 $27.1M at the end of plan year 2021 to $34.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 178 | $34.1M | $880K | $4,944 | 0.16% | Not published | Form 5500 ↗ |
| 2024 | 173 | $28.9M | $861K | $5,007 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 165 | $27.4M | $809K | $5,023 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 173 | $23.6M | $760K | $4,609 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 168 | $27.1M | $782K | $4,948 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does Omega Flex match 401(k) contributions?
The match terms for the Omega Flex, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $880K in employer contributions, about $4,944 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Omega Flex 401(k) match vested?
The vesting schedule for the Omega Flex, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Omega Flex 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Jpmorgan Invest Holdings LLC. The plan administrator is Omega Flex, Inc..
I left Omega Flex. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Omega Flex, Inc., (610) 524-7272) or the recordkeeper, Jpmorgan Invest Holdings LLC. The Omega Flex old 401(k) page lists the contacts from every plan filing. Find an old Omega Flex 401(k)
Data from the public Form 5500 annual reports Omega Flex 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 Flex. Not financial advice. Report a correction · Methodology