Defined Benefit (Pension) · DOL Form 5500 · 2023
Ameritas Holding Company Pension Plan
Data updated 2026-08-11
- $258M
- Total assets
- 202
- Participants
- 96th
- Percentile by assets
- $1.3M
- Avg per participant
Official DOL plan name: Ameritas Pension Plan · Sponsored by Ameritas Holding Company · Nebraska · Finance & Insurance
$258M in assets, 202 participants
Ameritas Holding Company's Ameritas Pension Plan reported $258M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,238 in Finance & Insurance (8,869 peers)
Coverage in Nebraska
Ameritas Pension Plan covers 202 participants in Nebraska, about 37% of the average Nebraska filer (state average ~552 per filing). Assets: $258M.
- $258M
- total plan assets (2023 EOY)
- 202
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $1.3M
- avg assets per participant
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Ameritas Pension Plan sits by total assets
Ameritas Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$257,978,751 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ameritas Pension Plan reported net income rose from -$135M in the plan year 2022 filing to -$26M in the plan year 2023 filing.
- Ameritas Pension Plan reported participants fell from 256 in the plan year 2022 filing to 202 in the plan year 2023 filing.
- Ameritas Pension Plan end-of-year assets fell from $284M in the plan year 2022 filing to $258M in the plan year 2023 filing.
Participants vs Nebraska filers
In Nebraska, the average filing covers about 552 participants across 778 plans. Ameritas Pension Plan reports 202 participants - about 37% of that state average ($258M EOY assets).
Nebraska filing particulars
| Total Assets (Beginning of Year) | $284M |
|---|---|
| Net Assets (End of Year) | $258M |
| Net Income | -$26M |
| Employer EIN | 470806844 |
| Plan Effective Date | 1954-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ameritas Holding Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,873 | $1.0B |
| 2023 | 3 | 3,051 | $1.1B |
| 2024 | 3 | 3,189 | $1.1B |
Nearby Defined Benefit (Pension) Plans in Nebraska
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Ameritas Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
- Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates $4.4B · 3,724
- Berkshire Hathaway Consolidated Pension Plan $4.2B · 10,563
- Mutual of Omaha Retirement Income Plan $979M · 504
- Retirement Plan for Employees and Representatives of Woodmenlife $772M · 279
- The Restated Ag Processing Inc Retirement Plan $368M · 1,113
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ameritas Pension Plan by total assets, not by location.
- Smiths Group Pension Plan (DC) $258M · 587
- Plumbers Local No 98 Defined Benefit Pension Fund (MI) $258M · 780
- King & Spalding LLP Cash Balance Pension Plan (GA) $259M · 213
- The Nielsen Company Retirement Plan (NY) $259M · 949
Frequently Asked Questions
How did Ameritas Pension Plan assets move in 2023? ▼
How have Ameritas Holding Company plan assets changed over time? ▼
Where does Ameritas Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ameritas Pension Plan? ▼
Next read for Ameritas Pension Plan
Filing takeaways
Ways to act on Ameritas Pension Plan's numbers.
- By total assets, Ameritas Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Nebraska. Compare plans
- Ameritas Holding Company's sponsor-wide assets have grown 14.6% since 2022 across 3 plan years on file. More Finance & Insurance plans