Defined Benefit (Pension) · DOL Form 5500 · 2023

Ameritas Holding Company Pension Plan

Data updated 2026-08-25

$258M
Total assets Near avg plan size
202
Participants Below avg headcount
96th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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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.

  • #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.

#8,238
in Finance & Insurance (8,869 peers)
-9.2%
assets change YoY
2.6×
vs typical plan assets (national mean)

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.

Ameritas Pension Plan's outsized position 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

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 Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ameritas Pension Plan sits mid-pack in the medium band (202 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 470806844 · Ameritas Holding Company PY 2023 · Defined Benefit (Pension)

Ameritas Pension Plan · $258M · 202 · 96th

  • ASSETS $258M
  • PCT 202
  • EIN 96th
  • RANK Defined Benefit (Pension)
  • PHOTO near Smiths Group Pension Plan
  • IND ind #8238

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 Pension Plan in the asset neighbourhood

The Nielsen Company Retirement PlanThe Nielsen Company Retireme…$259MKing & Spalding LLP Cash Balance Pension PlanKing & Spalding LLP Cash Bal…$259MSmiths Group Pension Plan$258MAmeritas Pension Plan$258MPlumbers Local No 98 Defined Benefit Pension FundPlumbers Local No 98 Defined…$258M
End-of-year total assets ($M) among Ameritas Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$284M
Net Assets (End of Year)$258M
Net Income-$26M
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 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 Scatter plot of 6 data points. -5000050001000015000 012345 Total assets ($B) Participants Ameritas Pension Plan, Total assets ($B): 0.257978751 · Participants: 202Ameritas Pension PlanPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.375049633 · Participants: 3724Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 4.190368742 · Participants: 10563Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.979498835 · Participants: 504Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.772418975 · Participants: 279Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.367919919 · Participants: 1113The Restated Ag Processing Inc Retirement Plan
Ameritas Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Ameritas Pension Plan side-by-side with 3 peers →

Ameritas Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Smiths Group Pension Plan in DC ($258M); by covered participants it is Simpson Employees Retirement Trust in WA (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($258M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Pension Plan assets move in 2023? ▼
Ameritas Pension Plan pulled back noticeably - down 9.2% during 2023, from $284M to $258M. Reported net income was -$26M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Ameritas Pension Plan ranks in the 96th 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 Defined Benefit (Pension) plans are similar in size to Ameritas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Smiths Group Pension Plan in DC ($258M, 587 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ameritas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Simpson Employees Retirement Trust in WA (202 participants, $10M 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.