Plan Ledger DOL Form 5500 · updated monthly

Omega Flex, Inc.401(k)

OMEGA FLEX, INC. 401K PROFIT SHARING PLAN · EXTON, PA · plan year 2025

Reported admin expense ratio · 2025
0.16%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Omega Flex, Inc. reported $50,028 in plan administrative expenses for 2025: 0.16% of average plan assets, below the peer median. Employer contributions averaged $5,987 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.159%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,080th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,110th of 13,661 in manufacturing. In 2025, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,051,096
Participants with balances178
Active participants147
Employer contributions$880,070
Employee contributions$1,176,302
Employer contribution per active participant$5,987
Average account balance$191,298
Benefits paid to participants$1,245,856
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$34.1M · 178 accts · $880K emplr
2024$28.9M · 172 accts · $861K emplr
2023$27.4M · 161 accts · $809K emplr
2022$23.6M · 165 accts · $760K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$4,270
Investment management$45,758
Total administrative$50,028
The Omega Flex, Inc. 401(k) match · 2025
Employer contribution per active participant$5,987
Median for plans this size$2,666
2025$5,987 per active participant
2024$5,780 per active participant
2023$5,616 per active participant
2022$5,104 per active participant

Omega Flex, Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
SECURITIES AMERICA ADVISORS INC · Investment advisory (plan)$45,758

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$50,028 · 0.16%
2024$49,016 · 0.17%
2023$40,374 · 0.16%
2022$39,661 · 0.16%
Same employer
Similar plansManufacturing · Pennsylvania
Opta Group LP PA$34.9M · 0.28%
Engel Machinery, Inc. PA$34.8M · 0.41%
Forms & Surfaces Inc. PA$34.1M · 0.08%
Tps, LLC PA$33.9M · 0.48%
Arlington Industries, Inc. PA$33.8M · 0.27%
Stauffer Biscuit Company PA$32.9M · 0.49%
Harmony Biosciences LLC PA$32.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231948942 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.