401(k) · DOL Form 5500 · 2023

Ameritas Holding Company 401(k) Plan

Data updated 2026-08-25

$742M
Total assets Above avg plan size
2,376
Participants Above avg headcount
98th
Percentile by assets National rank
$312,117
Avg per participant High balance/head
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Official DOL plan name: Ameritas 401(k) Retirement Plan · Sponsored by Ameritas Holding Company · Nebraska · Finance & Insurance

$742M in assets, 2,376 participants

Ameritas Holding Company's Ameritas 401(k) Retirement Plan reported $742M in total assets and 2,376 participants in its 2023 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.

  • #8,573 in Finance & Insurance (8,869 peers)

Coverage in Nebraska

Ameritas 401(k) Retirement Plan covers 2,376 participants in Nebraska, 4.3x the typical Nebraska plan (state average ~552 per filing). Assets: $742M.

#8,573
in Finance & Insurance (8,869 peers)
+16.6%
assets growth YoY
7.4×
vs typical plan assets (national mean)

Ameritas 401(k) Retirement Plan's outsized position by total assets

Ameritas 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$741,589,085 Top 2% higher than 98% of 127,068 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 2023

Ameritas 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ameritas 401(k) Retirement Plan lands in the large band (2,376 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ameritas 401(k) Retirement Plan reported net income rose from -$153M in the plan year 2022 filing to $105M in the plan year 2023 filing.
  • Ameritas 401(k) Retirement Plan end-of-year assets rose from $636M in the plan year 2022 filing to $742M in the plan year 2023 filing.
  • Ameritas 401(k) Retirement Plan reported participants rose from 2,154 in the plan year 2022 filing to 2,376 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 470806844 · Ameritas Holding Company PY 2023 · 401(k)

Ameritas 401(k) Retirement Plan · $742M · 2,376 · 98th

  • EBSA $742M
  • PART 2,376
  • TYPE 98th
  • NET 401(k)
  • BOOK near Acosta, Inc. 401(k) Retirement Plan
  • VS-ST ind #8573

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 →

Ameritas 401(k) Retirement Plan in the asset neighbourhood

Fox Rothschild LLP Retirement Savings PlanFox Rothschild LLP Retiremen…$742MAcosta, Inc. 401(k) Retirement PlanAcosta, Inc. 401(k) Retireme…$742MAmeritas 401(k) Retirement PlanAmeritas 401(k) Retirement P…$742MAultman 401(k) Plan$741MKnife River Corporation 401(k) Retirement PlanKnife River Corporation 401(…$741M
End-of-year total assets ($M) among Ameritas 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$636M
Net Assets (End of Year)$742M
Net Income$105M
Employer EIN470806844
Plan Effective Date1954-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ameritas Holding Company)

Sponsor-wide plan assets over time

All Ameritas Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 14.60094261679093% vs 2022
2024 filing year
$0.95B$1B$1.05B$1.1B$1.15B$1.2B 202220232024 $1B $1.15B ▲ +15.0%
Year Plans Participants Total Assets
2022 3 2,873 $1.0B
2023 3 3,051 $1.1B
2024 3 3,189 $1.1B

Nearby 401(k) Plans in Nebraska

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

Ameritas 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 0100002000030000 02468 Total assets ($B) Participants Ameritas 401(k) Retirement Plan, Total assets ($B): 0.741589085 · Participants: 2376Ameritas 401(k) Retirement PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Ameritas 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Ameritas 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Acosta, Inc. 401(k) Retirement Plan in FL ($742M); by covered participants it is Kasai North America, Inc. 401(k) Plan in TN (2,377 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($742M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,376 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ameritas 401(k) Retirement Plan assets move in 2023? ▼
Ameritas 401(k) Retirement Plan grew sharply - up 16.6% during 2023, from $636M to $742M. Reported net income was $105M.
How have Ameritas Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ameritas Holding Company's sponsor-wide assets grew 14.6%, from $1.0B to $1.1B.
Where does Ameritas 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ameritas 401(k) Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ameritas 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acosta, Inc. 401(k) Retirement Plan in FL ($742M, 21,135 participants).
Which 401(k) plans cover a similar participant headcount to Ameritas 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kasai North America, Inc. 401(k) Plan in TN (2,377 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470806844.

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.