401(k) · DOL Form 5500 · 2022

Mutual of Omaha Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
1,410
Participants Near avg headcount
86th
Percentile by assets National rank
$28,919
Avg per participant Low balance/head
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Official DOL plan name: Mutual of Omaha Mortgage 401(k) Plan · Sponsored by Mutual of Omaha Mortgage, Inc. · California · Finance & Insurance

$41M in assets, 1,410 participants

Mutual of Omaha Mortgage, Inc.'s Mutual of Omaha Mortgage 401(k) Plan reported $41M in total assets and 1,410 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,213 in Finance & Insurance (9,261 peers)

Coverage in California

Mutual of Omaha Mortgage 401(k) Plan covers 1,410 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $41M.

#7,213
in Finance & Insurance (9,261 peers)
-1.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $692K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mutual of Omaha Mortgage 401(k) Plan's outsized position by total assets

Mutual of Omaha Mortgage 401(k) Plan vs every filed plan by assets

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

$40,775,295 Top 14% higher than 86% 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

Mutual of Omaha Mortgage 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mutual of Omaha Mortgage 401(k) Plan lands in the large band (1,410 participants).

EBSA filing schedule strip

Filing strip 461728831 · Mutual of Omaha Mortgage, Inc. PY 2022 · 401(k)

Mutual of Omaha Mortgage 401(k) Plan · $41M · 1,410 · 86th

  • EOY $41M
  • 5500 1,410
  • ASSETS 86th
  • PCT 401(k)
  • EIN near Culp Inc Employees Ret Builder Plan
  • RANK ind #7213

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 California →

Mutual of Omaha Mortgage 401(k) Plan in the asset neighbourhood

Adcs Clinics, LLC, 401(k) Retirement PlanAdcs Clinics, LLC, 401(k) Re…$41MMutual of Omaha Mortgage 401(k) PlanMutual of Omaha Mortgage 401…$41MHonor Technology, Inc. 401(k) PlanHonor Technology, Inc. 401(k…$41MCulp Inc Employees Ret Builder PlanCulp Inc Employees Ret Build…$41MSaunders Construction, Inc. 401(k) PlanSaunders Construction, Inc. …$41M
End-of-year total assets ($M) among Mutual of Omaha Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$41M
Net Income-$692K
Employer EIN461728831
Plan Effective Date2018-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mutual of Omaha Mortgage, Inc.)

Sponsor-wide plan assets over time

All Mutual of Omaha Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 66.56742029702055% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $40.8M $67.9M ▲ +66.6%
Year Plans Participants Total Assets
2022 1 1,410 $41M
2023 1 1,102 $54M
2024 1 1,243 $68M

Nearby 401(k) Plans in California

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

Mutual of Omaha Mortgage 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mutual of Omaha Mortgage 401(k) Plan, Total assets ($B): 0.040775295 · Participants: 1410Mutual of Omaha Mortgage 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Mutual of Omaha Mortgage 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mutual of Omaha Mortgage 401(k) Plan side-by-side with 3 peers →

Mutual of Omaha Mortgage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Culp Inc Employees Ret Builder Plan in NC ($41M); by covered participants it is Osburn Contractors 401(k) Plan in TX (1,410 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,410 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 Mutual of Omaha Mortgage 401(k) Plan assets move in 2022? ▼
Mutual of Omaha Mortgage 401(k) Plan edged down modestly - down 1.7% during 2022, from $41M to $41M. Reported net income was -$692K.
How have Mutual of Omaha Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mutual of Omaha Mortgage, Inc.'s sponsor-wide assets grew 66.6%, from $41M to $68M.
Where does Mutual of Omaha Mortgage 401(k) Plan rank by assets among Form 5500 filers? ▼
Mutual of Omaha Mortgage 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mutual of Omaha Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Culp Inc Employees Ret Builder Plan in NC ($41M, 579 participants).
Which 401(k) plans cover a similar participant headcount to Mutual of Omaha Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osburn Contractors 401(k) Plan in TX (1,410 participants, $5M 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 461728831.

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.