Defined Benefit (Pension) · DOL Form 5500 · 2022
Mutual of Omaha Insurance Company Pension Plan
Data updated 2026-08-06
- $998M
- Total assets
- 606
- Participants
- 99th
- Percentile by assets
- $1.6M
- Avg per participant
Official DOL plan name: Mutual of Omaha Retirement Income Plan · Sponsored by Mutual of Omaha Insurance Company · Nebraska · Finance & Insurance
$998M in assets, 606 participants
Mutual of Omaha Insurance Company's Mutual of Omaha Retirement Income Plan reported $998M in total assets and 606 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,258 plans)
- #9,064 in Finance & Insurance (9,267 peers)
Where Mutual of Omaha Retirement Income Plan sits by assets
Mutual of Omaha Retirement Income Plan sits among the largest 1% of all filed plans, $998M for 606 participants (~$1.6M/participant), down 11.0% in 2022.
- $998M
- total plan assets (2022 EOY)
- 606
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $1.6M
- avg assets per participant
The plan reported a net loss of $123M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mutual of Omaha Retirement Income Plan vs the 2022 asset distribution
By assets, Mutual of Omaha Retirement Income Plan outranks 99% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 10.0x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $998M |
| Net Income | -$123M |
| Employer EIN | 470246511 |
| Plan Effective Date | 1938-02-12 |
| 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 Defined Benefit (Pension) Plans in Nebraska
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Mutual of Omaha Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
- Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates $4.3B · 4,000
- Berkshire Hathaway Consolidated Pension Plan $3.9B · 38
- Retirement Plan for Employees and Representatives of Woodmenlife $719M · 311
- The Restated Ag Processing Inc Retirement Plan $333M · 1,083
- Omaha Construction Industry Pension Plan $304M · 1,440
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Mutual of Omaha Retirement Income Plan by total assets, not by location.
- Ncr Pension Plan (GA) $998M · 1,051
- Shands Healthcare Pension Plan II (FL) $997M · 2,563
- Umass Memorial Health Care Pension Plan (MA) $995M · 95
- Umass Memorial Health Care Pension Plan (MA) $992M · 8,364
Frequently Asked Questions
How did Mutual of Omaha Retirement Income Plan assets move in 2022? ▼
How have Mutual of Omaha Insurance Company plan assets changed over time? ▼
Where does Mutual of Omaha Retirement Income Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Mutual of Omaha Retirement Income Plan? ▼
Next read for Mutual of Omaha Retirement Income Plan
Scale reading
Ways to act on Mutual of Omaha Retirement Income Plan's numbers.
- By total assets, Mutual of Omaha Retirement Income Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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