401(k) · DOL Form 5500 · 2022

Omaha National Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
189
Participants Below avg headcount
55th
Percentile by assets National rank
$32,155
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Omaha National Group Retirement Plan · Sponsored by Omaha National Group, Inc. · Nebraska · Finance & Insurance

$6M in assets, 189 participants

Omaha National Group, Inc.'s Omaha National Group Retirement Plan reported $6M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,555 in Finance & Insurance (9,261 peers)

Coverage in Nebraska

Omaha National Group Retirement Plan covers 189 participants in Nebraska, about 34% of the average Nebraska filer (state average ~552 per filing). Assets: $6M.

#3,555
in Finance & Insurance (9,261 peers)
-4.0%
assets change YoY

The plan reported a net loss of $252K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Omaha National Group Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Omaha National Group Retirement Plan vs every filed plan by assets

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

$6,077,369 Top 45% higher than 55% 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

Omaha National Group Retirement 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. Omaha National Group Retirement Plan sits mid-pack in the medium band (189 participants).

Published 5500 schedule card

Filing strip 812982871 · Omaha National Group, Inc. PY 2022 · 401(k)

Omaha National Group Retirement Plan · $6M · 189 · 55th

  • VS-ST $6M
  • BOY 189
  • SCH 55th
  • EBSA 401(k)
  • PART near Reisenfeld & Associates 401(k) Plan
  • TYPE ind #3555

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 →

Omaha National Group Retirement Plan in the asset neighbourhood

Omaha National Group Retirement PlanOmaha National Group Retirem…$6MReisenfeld & Associates 401(k) PlanReisenfeld & Associates 401(…$6MElemental Led Inc 401(k) Profit Sharing Plan & TrustElemental Led Inc 401(k) Pro…$6MPoly-Tainer Inc. 401(k) Plan$6MBgi Collective Bargaining Agreement Safe Harbor 401(k) PlanBgi Collective Bargaining Ag…$6M
End-of-year total assets ($M) among Omaha National Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$252K
Employer EIN812982871
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Omaha National Group, Inc.)

Sponsor-wide plan assets over time

All Omaha National Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 85.79439556821382% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.08M $11.3M ▲ +85.7%
Year Plans Participants Total Assets
2022 1 189 $6M
2023 1 226 $9M
2024 1 237 $11M

Nearby 401(k) Plans in Nebraska

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Omaha National Group Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Omaha National Group Retirement Plan, Total assets ($B): 0.006077369 · Participants: 189Omaha National Group Retirement PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan and ESOPUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreement Employee 401(k) Retirement Thrift PlanPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, Inc. Retirement Savings PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.763501259 · Participants: 4605First National of Nebraska, Inc. First Savings Plan
Omaha National Group Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Omaha National Group Retirement Plan side-by-side with 3 peers →

Omaha National Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Reisenfeld & Associates 401(k) Plan in OH ($6M); by covered participants it is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Omaha National Group Retirement Plan assets move in 2022? ▼
Omaha National Group Retirement Plan edged down modestly - down 4.0% during 2022, from $6M to $6M. Reported net income was -$252K.
How have Omaha National Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Omaha National Group, Inc.'s sponsor-wide assets grew 85.8%, from $6M to $11M.
Which 401(k) plans are similar in size to Omaha National Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reisenfeld & Associates 401(k) Plan in OH ($6M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Omaha National Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants, $57M 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 812982871.

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.