Defined Benefit (Pension) · DOL Form 5500 · 2022

Ameritas Holding Company Pension Plan

Data updated 2026-08-25

$284M
Total assets Near avg plan size
256
Participants Below avg headcount
97th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Ameritas Pension Plan · Sponsored by Ameritas Holding Company · Nebraska · Finance & Insurance

$284M in assets, 256 participants

Ameritas Holding Company's Ameritas Pension Plan reported $284M in total assets and 256 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,721 in Finance & Insurance (9,261 peers)

Coverage in Nebraska

Ameritas Pension Plan covers 256 participants in Nebraska, about 46% of the average Nebraska filer (state average ~552 per filing). Assets: $284M.

#8,721
in Finance & Insurance (9,261 peers)
-32.2%
assets change YoY
2.9×
vs typical plan assets (national mean)

The plan reported a net loss of $135M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ameritas Pension Plan's outsized position by total assets

Ameritas Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$284,242,071 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Ameritas Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ameritas Pension Plan sits mid-pack in the medium band (256 participants).

EBSA filing schedule strip

Filing strip 470806844 · Ameritas Holding Company PY 2022 · Defined Benefit (Pension)

Ameritas Pension Plan · $284M · 256 · 97th

  • SCH $284M
  • SCH 256
  • SCH 97th
  • SCH Defined Benefit (Pension)
  • SCH near Anixter Inc. Pension Plan
  • SCH ind #8721

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Nebraska →

Ameritas Pension Plan in the asset neighbourhood

Everest Reinsurance Retirement PlanEverest Reinsurance Retireme…$285MAnixter Inc. Pension Plan$284MAmeritas Pension Plan$284MMondelez Global LLC Hourly Retirement PlanMondelez Global LLC Hourly R…$284MInternational Assoc of Heat and Frost Insulators Local 17 Pension FundInternational Assoc of Heat …$284M
End-of-year total assets ($M) among Ameritas Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$419M
Net Assets (End of Year)$284M
Net Income-$135M
Employer EIN470806844
Plan Effective Date1954-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ameritas Holding Company)

Sponsor-wide plan assets over time

All Ameritas Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 14.60094261679093% vs 2022
2024 filing year
$0.95B$1B$1.05B$1.1B$1.15B$1.2B 202220232024 $1B $1.15B ▲ +15.0%
Year Plans Participants Total Assets
2022 3 2,873 $1.0B
2023 3 3,051 $1.1B
2024 3 3,189 $1.1B

Nearby Defined Benefit (Pension) Plans in Nebraska

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ameritas Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 012345 Total assets ($B) Participants Ameritas Pension Plan, Total assets ($B): 0.284242071 · Participants: 256Ameritas Pension PlanPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.320831297 · Participants: 4000Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 3.927606276 · Participants: 38Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.998227028 · Participants: 606Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.718852569 · Participants: 311Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.333016466 · Participants: 1083The Restated Ag Processing Inc Retirement Plan
Ameritas Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Ameritas Pension Plan side-by-side with 3 peers →

Ameritas Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Anixter Inc. Pension Plan in IL ($284M); by covered participants it is Tenth Amended & Restated Owens-Illinois Salary Retirement Plan in OH (256 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($284M here).

Similar participant headcount

Nearest other-state filings by covered participants (256 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ameritas Pension Plan assets move in 2022? ▼
Ameritas Pension Plan contracted severely - down 32.2% during 2022, from $419M to $284M. Reported net income was -$135M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Ameritas Pension Plan ranks in the 97th 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 Defined Benefit (Pension) plans are similar in size to Ameritas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Anixter Inc. Pension Plan in IL ($284M, 1,960 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ameritas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tenth Amended & Restated Owens-Illinois Salary Retirement Plan in OH (256 participants, $279M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470806844.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.