Defined Benefit (Pension) · DOL Form 5500 · 2022

Oneamerica Financial Partners Inc. Pension Plan

Data updated 2026-08-25

$409M
Total assets Above avg plan size
1,946
Participants Near avg headcount
98th
Percentile by assets National rank
$210,277
Avg per participant Above avg balance/head
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Official DOL plan name: American United Life Insurance Company Employees Retirement Plan and Trust · Sponsored by Oneamerica Financial Partners Inc. · Indiana · Finance & Insurance

$409M in assets, 1,946 participants

Oneamerica Financial Partners Inc.'s American United Life Insurance Company Employees Retirement Plan and Trust reported $409M in total assets and 1,946 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.

  • #8,845 in Finance & Insurance (9,261 peers)

Coverage in Indiana

American United Life Insurance Company Employees Retirement Plan and Trust covers 1,946 participants in Indiana, 3.6x the typical Indiana plan (state average ~541 per filing). Assets: $409M.

#8,845
in Finance & Insurance (9,261 peers)
-21.4%
assets change YoY
4.1×
vs typical plan assets (national mean)

The plan reported a net loss of $107M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American United Life Insurance Company Employees Retirement Plan and Trust's outsized position by total assets

American United Life Insurance Company Employees Retirement Plan and Trust vs every filed plan by assets

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

$409,198,778 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

American United Life Insurance Company Employees Retirement Plan and Trust'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. American United Life Insurance Company Employees Retirement Plan and Trust lands in the large band (1,946 participants).

Plan-year Form 5500 strip

Filing strip 352126602 · Oneamerica Financial Partners Inc. PY 2022 · Defined Benefit (Pension)

American United Life Insurance Company Employees Retirement Plan and Trust · $409M · 1,946 · 98th

  • 5500 $409M
  • 5500 1,946
  • 5500 98th
  • 5500 Defined Benefit (Pension)
  • 5500 near Pension Plan for Hourly Employees of the Cleveland-Cliffs Iron Company and Its Associated Employers
  • 5500 ind #8845

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 Indiana →

American United Life Insurance Company Employees Retirement Plan and Trust in the asset neighbourhood

Pension Plan for Hourly Employees of the Cleveland-Cliffs Iron Company and Its Associated EmployersPension Plan for Hourly Empl…$409MAmerican United Life Insurance Company Employees Retirement Plan and TrustAmerican United Life Insuran…$409MI.B.E.W. Local 38 Pension PlanI.B.E.W. Local 38 Pension Pl…$409MData General Corporation Retirement PlanData General Corporation Ret…$409MEquifax Inc. U.S. Retirement Income PlanEquifax Inc. U.S. Retirement…$409M
End-of-year total assets ($M) among American United Life Insurance Company Employees Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$520M
Net Assets (End of Year)$409M
Net Income-$107M
Employer EIN352126602
Plan Effective Date1948-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oneamerica Financial Partners Inc.)

Sponsor-wide plan assets over time

All Oneamerica Financial Partners Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$507M 23.80488340559023% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $409M $507M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 1,946 $409M
2023 1 2,002 $468M
2024 1 2,247 $507M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American United Life Insurance Company Employees Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 050001000015000200002500030000 -5051015 Total assets ($B) Participants American United Life Insurance Company Employees Retirement Plan and Trust, Total assets ($B): 0.409198778 · Participants: 1946American United Life Insurance Company Employees Retirement Plan and TrustThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
American United Life Insurance Company Employees Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare American United Life Insurance Company Employees Retirement Plan and Trust side-by-side with 3 peers →

American United Life Insurance Company Employees Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Pension Plan for Hourly Employees of the Cleveland-Cliffs Iron Company and Its Associated Employers in OH ($409M); by covered participants it is Crown Equipment Corporation Retirement Plan in OH (1,946 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,946 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 American United Life Insurance Company Employees Retirement Plan and Trust assets move in 2022? ▼
American United Life Insurance Company Employees Retirement Plan and Trust declined sharply - down 21.4% during 2022, from $520M to $409M. Reported net income was -$107M.
How have Oneamerica Financial Partners Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oneamerica Financial Partners Inc.'s sponsor-wide assets grew 23.8%, from $409M to $507M.
Where does American United Life Insurance Company Employees Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
American United Life Insurance Company Employees Retirement Plan and Trust 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 Defined Benefit (Pension) plans are similar in size to American United Life Insurance Company Employees Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Hourly Employees of the Cleveland-Cliffs Iron Company and Its Associated Employers in OH ($409M, 715 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American United Life Insurance Company Employees Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Crown Equipment Corporation Retirement Plan in OH (1,946 participants, $447M 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 352126602.

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.