401(k) · DOL Form 5500 · 2022
Mutual of Omaha Insurance Company 401(k) Plan
Data updated 2026-08-25
- $664M
- Total assets Above avg plan size
- 5,183
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $128,051
- Avg per participant Near avg balance/head
Official DOL plan name: Mutual of Omaha 401(k) Retirement Savings Plan · Sponsored by Mutual of Omaha Insurance Company · Nebraska · Finance & Insurance
$664M in assets, 5,183 participants
Mutual of Omaha Insurance Company's Mutual of Omaha 401(k) Retirement Savings Plan reported $664M in total assets and 5,183 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.
- #8,972 in Finance & Insurance (9,261 peers)
Coverage in Nebraska
Mutual of Omaha 401(k) Retirement Savings Plan covers 5,183 participants in Nebraska, 9.4x the typical Nebraska plan (state average ~552 per filing). Assets: $664M.
- #8,972
- in Finance & Insurance (9,261 peers)
- -9.7%
- assets change YoY
- 6.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $71M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mutual of Omaha 401(k) Retirement Savings Plan's outsized position by total assets
Mutual of Omaha 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$663,686,388 Top 2% higher than 98% of 139,123 filed plans
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) Retirement Savings 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 401(k) Retirement Savings Plan lands in the large band (5,183 participants).
Form 5500 schedule snapshot
Filing strip 470246511 · Mutual of Omaha Insurance Company PY 2022 · 401(k)
Mutual of Omaha 401(k) Retirement Savings Plan · $664M · 5,183 · 98th
- TYPE $664M
- TYPE 5,183
- TYPE 98th
- TYPE 401(k)
- TYPE near Nfp Corp. 401(k) Plan
- TYPE ind #8972
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) Retirement Savings Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $735M |
|---|---|
| Net Assets (End of Year) | $664M |
| Net Income | -$71M |
| Employer EIN | 470246511 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING 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
| 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.
- 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
Scale composition for Mutual of Omaha 401(k) Retirement Savings Plan
Mutual of Omaha 401(k) Retirement Savings Plan reports $664M in end-of-year assets across 5,183 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $128,051 per participant (93% of the national average assets-per-participant) . Net income for plan year 2022 was -$71M.
This plan identity (EIN 470246511, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $664M to $1.0B (+53.3%) while covered participants moved from 5,183 to 5,814 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,183 | $664M | This page |
| 2023 | 5,584 | $849M | Open filing |
| 2024 · index core | 5,814 | $1.0B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Mutual of Omaha 401(k) Retirement Savings Plan (401(k), $1.0B, 5,814 participants)
- Mutual of Omaha Retirement Income Plan (Defined Benefit (Pension), $960M, 415 participants)
- Mutual of Omaha 401(k) Long-Term Savings Plan (401(k), $516M, 335 participants)
Mutual of Omaha 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Nfp Corp. 401(k) Plan in NY ($664M); by covered participants it is Breakthru Beverage Group 401(k) Plan in NY (5,184 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($664M here).
- Nfp Corp. 401(k) Plan (NY) $664M · 5,476
- Cdk Global, Inc. 401(k) Plan (IL) $663M · 4,977
- Aon Pooled Employer Plan (IL) $665M · 15,916
- Covenant Health 401(k) Plan (TN) $662M · 8,831
Similar participant headcount
Nearest other-state filings by covered participants (5,183 participants); asset peers above are excluded.
- Breakthru Beverage Group 401(k) Plan (NY) 5,184 · 1 off
- Univar Solutions 401(k) Plan (IL) 5,182 · 1 off
- Adtalem Global Education Retirement Plan (IL) 5,181 · 2 off
- Wintrust Financial Corp. Retirement Savings Plan (IL) 5,188 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.