Retirement plan

OMAHA INDUSTRIES, INC. 401(K) PLAN

Name: OMAHA INDUSTRIES, INC. - OMAHA INDUSTRIES, INC. 401(K) PLAN (2025) Form 5500
Creator: OMAHA INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OMAHA INDUSTRIES, INC. 401(K) PLAN, OMAHA INDUSTRIES, INC.

OMAHA INDUSTRIES, INC.EIN 47-0618144Plan #001PY 2025

8635 WHITMORE CIRCLE - OMAHA, NE 68122402-734-7321linkedin.com/company/62401904LinkedIn51-200 employeeslogistics and supply chain

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$623K

+47.7% from 2024

Total participants

183

+29.8% from 2024

Average account balance

$10,737

+27.3% from 2024

Annual return

23.08%

+8.26 pp from 2024

Benchmarks

See 212 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort212 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$623K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$11K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

36.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$719

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+23.08%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$156

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D2F3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$58 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.450%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,737

$16,790-36.1%

$64,489-83.4%

$67,986-84.2%

Participation rate

20.4%

62.4%-42.0pp

67.7%-47.3pp

57.2%-36.8pp

Annual return

23.08%

30.55%-7.5pp

55.03%-31.9pp

31.67%-8.6pp

Employer contribution / active EE

$258

$648-60.1%

$1,523-83.0%

$2,019-87.2%

Participant deferral / active EE

$460

$1,510-69.5%

$2,778-83.4%

$3,358-86.3%

Admin fee / account holder

$156

$1,690-90.8%

$4,260-96.3%

$3,203-95.1%

OMAHA INDUSTRIES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OMAHA INDUSTRIES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion