401(k) · DOL Form 5500 · 2022

Ameritas Holding Company 401(k) Plan

Data updated 2026-08-11

$636M
Total assets
2,154
Participants
98th
Percentile by assets
$295,364
Avg per participant
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Official DOL plan name: Ameritas 401(k) Retirement Plan · Sponsored by Ameritas Holding Company · Nebraska · Finance & Insurance

$636M in assets, 2,154 participants

Ameritas Holding Company's Ameritas 401(k) Retirement Plan reported $636M in total assets and 2,154 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 98th percentile by assets (of 139,126 plans)
  • #8,959 in Finance & Insurance (9,261 peers)

Coverage in Nebraska

Ameritas 401(k) Retirement Plan covers 2,154 participants in Nebraska, 3.9x the typical Nebraska plan (state average ~552 per filing). Assets: $636M.

$636M
total plan assets (2022 EOY)
2,154
covered participants
98th
percentile by assets (of 139,126 plans)
$295,364
avg assets per participant

The plan reported a net loss of $153M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Participants vs Nebraska filers

In Nebraska, the average filing covers about 552 participants across 778 plans. Ameritas 401(k) Retirement Plan reports 2,154 participants - 3.9x that state average ($636M EOY assets).

Nebraska filing particulars

Total Assets (Beginning of Year)$780M
Net Assets (End of Year)$636M
Net Income-$153M
Employer EIN470806844
Plan Effective Date1954-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ameritas Holding Company)

$0.95B$1B$1.05B$1.1B$1.15B$1.2B 202220232024 $1B $1.15B ▲ +15.0%
Total plan assets by year, all Ameritas Holding Company plans on file
Year Plans Participants Total Assets
2022 3 2,873 $1.0B
2023 3 3,051 $1.1B
2024 3 3,189 $1.1B

Nearby 401(k) Plans in Nebraska

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ameritas 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Ameritas 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 0123456 Total assets ($B) Participants Ameritas 401(k) Reti…Hdr, Inc. Best Plan …Union Pacific Corpor…Union Pacific Agreem…Peter Kiewit Sons, I…First National of Ne…
Ameritas 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ameritas 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Ameritas 401(k) Retirement Plan assets move in 2022?
Ameritas 401(k) Retirement Plan declined sharply - down 18.4% during 2022, from $780M to $636M. Reported net income was -$153M.
How have Ameritas Holding Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Ameritas Holding Company's sponsor-wide assets grew 14.6%, from $1.0B to $1.1B.
Where does Ameritas 401(k) Retirement Plan rank by assets among Form 5500 filers?
Ameritas 401(k) Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ameritas 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Fox Rothschild LLP Retirement Savings Plan in PA ($636M, 1,587 participants).

Next read for Ameritas 401(k) Retirement Plan

Filing takeaways

Ways to act on Ameritas 401(k) Retirement Plan's numbers.