Defined Benefit (Pension) · DOL Form 5500 · 2022

First National Bank of Omaha Pension Plan

Data updated 2026-08-25

$278M
Total assets Near avg plan size
888
Participants Near avg headcount
97th
Percentile by assets National rank
$312,704
Avg per participant High balance/head
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Official DOL plan name: First National Bank of Omaha Pension Plan · Sponsored by First National Bank of Omaha · Nebraska · Finance & Insurance

$278M in assets, 888 participants

First National Bank of Omaha's First National Bank of Omaha Pension Plan reported $278M in total assets and 888 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,716 in Finance & Insurance (9,261 peers)

Where First National Bank of Omaha Pension Plan sits by assets

First National Bank of Omaha Pension Plan sits in the top 5% of all filed plans by assets, $278M for 888 participants (~$312,704/participant), down 20.6% in 2022.

#8,716
in Finance & Insurance (9,261 peers)
-20.6%
assets change YoY
2.8×
vs typical plan assets (national mean)

The plan reported a net loss of $72M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First National Bank of Omaha Pension Plan's outsized position by total assets

First National Bank of Omaha Pension Plan vs every filed plan by assets

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

$277,680,924 Top 3% higher than 97% 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

First National Bank of Omaha Pension 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. First National Bank of Omaha Pension Plan sits mid-pack in the medium band (888 participants).

EBSA filing schedule strip

Filing strip 470259043 · First National Bank of Omaha PY 2022 · Defined Benefit (Pension)

First National Bank of Omaha Pension Plan · $278M · 888 · 97th

  • PCT $278M
  • EIN 888
  • RANK 97th
  • PHOTO Defined Benefit (Pension)
  • IND near Fox Valley & Vicinity Construction Workers Pension Fund
  • EOY ind #8716

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 →

First National Bank of Omaha Pension Plan in the asset neighbourhood

Moen Incorporated Pension PlanMoen Incorporated Pension Pl…$278MFox Valley & Vicinity Construction Workers Pension FundFox Valley & Vicinity Constr…$278MFirst National Bank of Omaha Pension PlanFirst National Bank of Omaha…$278MLogan Aluminum Pension Plan$277MSolar Turbines Incorporated Non-Contributory Retirement PlanSolar Turbines Incorporated …$277M
End-of-year total assets ($M) among First National Bank of Omaha Pension 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)$350M
Net Assets (End of Year)$278M
Net Income-$72M
Employer EIN470259043
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Bank of Omaha)

Sponsor-wide plan assets over time

All First National Bank of Omaha plans reported in each filing year

Latest sponsor-wide plan assets
$281M 1.3594167527330758% vs 2022
2024 filing year
$275M$280M$285M$290M$295M$300M 202220232024 $278M $281M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 888 $278M
2023 1 852 $294M
2024 1 809 $281M

Nearby Defined Benefit (Pension) Plans in Nebraska

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

First National Bank of Omaha Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 012345 Total assets ($B) Participants First National Bank of Omaha Pension Plan, Total assets ($B): 0.277680924 · Participants: 888First National Bank of Omaha Pension 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 PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.998227028 · Participants: 606Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($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 Plan
First National Bank of Omaha Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare First National Bank of Omaha Pension Plan side-by-side with 3 peers →

First National Bank of Omaha Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Fox Valley & Vicinity Construction Workers Pension Fund in IL ($278M); by covered participants it is Bemis Manufacturing Company Employees Pension Plan in WI (889 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (888 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 First National Bank of Omaha Pension Plan assets move in 2022? ▼
First National Bank of Omaha Pension Plan declined sharply - down 20.6% during 2022, from $350M to $278M. Reported net income was -$72M.
How have First National Bank of Omaha plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Bank of Omaha's sponsor-wide assets grew 1.4%, from $278M to $281M.
Where does First National Bank of Omaha Pension Plan rank by assets among Form 5500 filers? ▼
First National Bank of Omaha Pension Plan ranks in the 97th 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 First National Bank of Omaha Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fox Valley & Vicinity Construction Workers Pension Fund in IL ($278M, 855 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to First National Bank of Omaha Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bemis Manufacturing Company Employees Pension Plan in WI (889 participants, $78M 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 470259043.

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.