401(k) · DOL Form 5500 · 2022
Mutual of Omaha Insurance Company 401(k) Plan
Data updated 2026-08-11
- $503M
- Total assets
- 542
- Participants
- 98th
- Percentile by assets
- $927,154
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $503M
- total plan assets (2022 EOY)
- 542
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $927,154
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Mutual of Omaha 401(k) Long-Term Savings Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $624M |
|---|---|
| Net Assets (End of Year) | $503M |
| Net Income | -$122M |
| Employer EIN | 470246511 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mutual of Omaha Insurance Company)
| 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
- Hdr, Inc. Best Plan and ESOP $5.0B · 9,716
- Union Pacific Corporation Thrift Plan $2.0B · 5,284
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.0B · 28,974
- Peter Kiewit Sons, Inc. Retirement Savings Plan $1.8B · 15,777
- First National of Nebraska, Inc. First Savings Plan $764M · 4,605
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Mutual of Omaha 401(k) Long-Term Savings Plan by total assets, not by location.
- Guggenheim Services Retirement Savings Plan (IL) $502M · 2,073
- Hilcorp Energy Company 401(k) Savings Plan (TX) $503M · 3,378
- Cardinal Cash-in II Plan (MN) $502M · 7,746
- Bradley Arant Boult Cummings LLP Retirement Plan (AL) $502M · 1,005
Frequently Asked Questions
How did Mutual of Omaha 401(k) Long-Term Savings Plan assets move in 2022? ▼
How have Mutual of Omaha Insurance Company plan assets changed over time? ▼
Where does Mutual of Omaha 401(k) Long-Term Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Mutual of Omaha 401(k) Long-Term Savings Plan? ▼
Next read for Mutual of Omaha 401(k) Long-Term Savings…
Scale reading
Ways to act on Mutual of Omaha 401(k) Long-Term Savings Plan's numbers.
- By total assets, Mutual of Omaha 401(k) Long-Term Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Nebraska. Compare plans
- Mutual of Omaha Insurance Company's sponsor-wide assets have grown 15.2% since 2022 across 3 plan years on file. More Finance & Insurance plans