Defined Benefit (Pension) · DOL Form 5500 · 2022

Mutual of Omaha Insurance Company Pension Plan

Data updated 2026-08-25

$998M
Total assets Very large vs avg
606
Participants Below avg headcount
99th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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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.

  • #9,058 in Finance & Insurance (9,261 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.

#9,058
in Finance & Insurance (9,261 peers)
-11.0%
assets change YoY
10×
vs typical plan assets (national mean)

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's outsized position by total assets

Mutual of Omaha Retirement Income Plan vs every filed plan by assets

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

$998,227,028 Top 1% higher than 99% 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 Retirement Income 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 Retirement Income Plan sits mid-pack in the medium band (606 participants).

Plan-year Form 5500 strip

Filing strip 470246511 · Mutual of Omaha Insurance Company PY 2022 · Defined Benefit (Pension)

Mutual of Omaha Retirement Income Plan · $998M · 606 · 99th

  • RANK $998M
  • PHOTO 606
  • IND 99th
  • EOY Defined Benefit (Pension)
  • 5500 near Ncr Pension Plan
  • ASSETS ind #9058

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 Retirement Income Plan in the asset neighbourhood

Mutual of Omaha Retirement Income PlanMutual of Omaha Retirement I…$998MNcr Pension Plan$998MShands Healthcare Pension Plan IIShands Healthcare Pension Pl…$997MUmass Memorial Health Care Pension PlanUmass Memorial Health Care P…$995MUmass Memorial Health Care Pension PlanUmass Memorial Health Care P…$992M
End-of-year total assets ($M) among Mutual of Omaha Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$998M
Net Income-$123M
Employer EIN470246511
Plan Effective Date1938-02-12
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 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 Scatter plot of 6 data points. -1000010002000300040005000 012345 Total assets ($B) Participants Mutual of Omaha Retirement Income Plan, Total assets ($B): 0.998227028 · Participants: 606Mutual of Omaha Retirement Income PlanPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.320831297 · Participants: 4000Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 3.927606276 · Participants: 38Berkshire Hathaway Consolidated Pension PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.718852569 · Participants: 311Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.333016466 · Participants: 1083The Restated Ag Processing Inc Retirement PlanOmaha Construction Industry Pension Plan, Total assets ($B): 0.30350117 · Participants: 1440Omaha Construction Industry Pension Plan
Mutual of Omaha Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Mutual of Omaha Retirement Income Plan side-by-side with 3 peers →

Mutual of Omaha Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Ncr Pension Plan in GA ($998M); by covered participants it is Driv Employees Retirement Plan in MI (606 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($998M here).

Similar participant headcount

Nearest other-state filings by covered participants (606 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 Retirement Income Plan assets move in 2022? ▼
Mutual of Omaha Retirement Income Plan pulled back noticeably - down 11.0% during 2022, from $1.1B to $998M. Reported net income was -$123M.
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 Retirement Income Plan rank by assets among Form 5500 filers? ▼
Mutual of Omaha Retirement Income Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Mutual of Omaha Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ncr Pension Plan in GA ($998M, 1,051 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mutual of Omaha Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Driv Employees Retirement Plan in MI (606 participants, $177M 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.