401(k) · DOL Form 5500 · 2022

Mutual of Omaha Insurance Company 401(k) Plan

Data updated 2026-08-25

$503M
Total assets Above avg plan size
542
Participants Below avg headcount
98th
Percentile by assets National rank
$927,154
Avg per participant High balance/head
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Official DOL plan name: Mutual of Omaha 401(k) Long-Term Savings Plan · Sponsored by Mutual of Omaha Insurance Company · Nebraska · Finance & Insurance

$503M in assets, 542 participants

Mutual of Omaha Insurance Company's Mutual of Omaha 401(k) Long-Term Savings Plan reported $503M in total assets and 542 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.

  • #8,906 in Finance & Insurance (9,261 peers)

Where Mutual of Omaha 401(k) Long-Term Savings Plan sits by assets

Mutual of Omaha 401(k) Long-Term Savings Plan sits in the top 5% of all filed plans by assets, $503M for 542 participants (~$927,154/participant), down 19.5% in 2022.

#8,906
in Finance & Insurance (9,261 peers)
-19.5%
assets change YoY
5.0×
vs typical plan assets (national mean)

The plan reported a net loss of $122M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mutual of Omaha 401(k) Long-Term Savings Plan's outsized position by total assets

Mutual of Omaha 401(k) Long-Term Savings Plan vs every filed plan by assets

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

$502,517,369 Top 2% higher than 98% 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 401(k) Long-Term Savings 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. Mutual of Omaha 401(k) Long-Term Savings Plan sits mid-pack in the medium band (542 participants).

Published 5500 schedule card

Filing strip 470246511 · Mutual of Omaha Insurance Company PY 2022 · 401(k)

Mutual of Omaha 401(k) Long-Term Savings Plan · $503M · 542 · 98th

  • BOOK $503M
  • BOOK 542
  • BOOK 98th
  • BOOK 401(k)
  • BOOK near Guggenheim Services Retirement Savings Plan
  • BOOK ind #8906

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 →

Mutual of Omaha 401(k) Long-Term Savings Plan in the asset neighbourhood

Hilcorp Energy Company 401(k) Savings PlanHilcorp Energy Company 401(k…$503MMutual of Omaha 401(k) Long-Term Savings PlanMutual of Omaha 401(k) Long-…$503MGuggenheim Services Retirement Savings PlanGuggenheim Services Retireme…$502MCardinal Cash-in II Plan$502MBradley Arant Boult Cummings LLP Retirement PlanBradley Arant Boult Cummings…$502M
End-of-year total assets ($M) among Mutual of Omaha 401(k) Long-Term Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$624M
Net Assets (End of Year)$503M
Net Income-$122M
Employer EIN470246511
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mutual of Omaha Insurance Company)

Sponsor-wide plan assets over time

All Mutual of Omaha Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 15.218591894127028% vs 2022
2024 filing year
$2.1B$2.2B$2.3B$2.4B$2.5B$2.6B 202220232024 $2.16B $2.49B ▲ +15.3%
Year Plans Participants Total Assets
2022 3 6,331 $2.2B
2023 3 6,547 $2.4B
2024 3 6,564 $2.5B

Nearby 401(k) Plans in Nebraska

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

Mutual of Omaha 401(k) Long-Term Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 0123456 Total assets ($B) Participants Mutual of Omaha 401(k) Long-Term Savings Plan, Total assets ($B): 0.502517369 · Participants: 542Mutual of Omaha 401(k) Long-Term Savings PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan and ESOPUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreement Employee 401(k) Retirement Thrift PlanPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, Inc. Retirement Savings PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.763501259 · Participants: 4605First National of Nebraska, Inc. First Savings Plan
Mutual of Omaha 401(k) Long-Term Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Mutual of Omaha 401(k) Long-Term Savings Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Guggenheim Services Retirement Savings Plan in IL ($502M); by covered participants it is Georgia's Own Credit Union Employees Savings Plan & Trust in GA (542 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($503M here).

Similar participant headcount

Nearest other-state filings by covered participants (542 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 401(k) Long-Term Savings Plan assets move in 2022? ▼
Mutual of Omaha 401(k) Long-Term Savings Plan declined sharply - down 19.5% during 2022, from $624M to $503M. Reported net income was -$122M.
How have Mutual of Omaha Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mutual of Omaha Insurance Company's sponsor-wide assets grew 15.2%, from $2.2B to $2.5B.
Where does Mutual of Omaha 401(k) Long-Term Savings Plan rank by assets among Form 5500 filers? ▼
Mutual of Omaha 401(k) Long-Term Savings 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 Mutual of Omaha 401(k) Long-Term Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guggenheim Services Retirement Savings Plan in IL ($502M, 2,073 participants).
Which 401(k) plans cover a similar participant headcount to Mutual of Omaha 401(k) Long-Term Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Georgia's Own Credit Union Employees Savings Plan & Trust in GA (542 participants, $56M 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 470246511.

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.