401(k) · DOL Form 5500 · 2023

Ameritas Holding Company 401(k) Plan

Data updated 2026-08-11

$742M
Total assets
2,376
Participants
98th
Percentile by assets
$312,117
Avg per participant
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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.

  • 98th percentile by assets (of 127,072 plans)
  • #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.

$742M
total plan assets (2023 EOY)
2,376
covered participants
98th
percentile by assets (of 127,072 plans)
$312,117
avg assets per participant

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 →

State

Participants vs Nebraska filers

In Nebraska, the average filing covers about 552 participants across 778 plans. Ameritas 401(k) Retirement Plan reports 2,376 participants - 4.3x that state average ($742M EOY assets).

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)

$0.95B$1B$1.05B$1.1B$1.15B$1.2B 202220232024 $1B $1.15B ▲ +15.0%
Total plan assets by year, all Ameritas Holding Company plans on file
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

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) Reti…Hdr, Inc. Best Plan …Peter Kiewit Sons, I…Union Pacific Corpor…Union Pacific Agreem…First National of Ne…
Ameritas 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ameritas 401(k) Retirement Plan by total assets, not by location.

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).

Next read for Ameritas 401(k) Retirement Plan

Filing takeaways

Ways to act on Ameritas 401(k) Retirement Plan's numbers.