401(k) · DOL Form 5500 · 2023

Mutual of Omaha Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
1,102
Participants Near avg headcount
86th
Percentile by assets National rank
$49,124
Avg per participant Low balance/head
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Official DOL plan name: Mutual of Omaha Mortgage 401(k) Plan · Sponsored by Mutual of Omaha Mortgage, Inc. · California · Finance & Insurance

$54M in assets, 1,102 participants

Mutual of Omaha Mortgage, Inc.'s Mutual of Omaha Mortgage 401(k) Plan reported $54M in total assets and 1,102 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,010 in Finance & Insurance (8,869 peers)

Where Mutual of Omaha Mortgage 401(k) Plan sits by assets

Mutual of Omaha Mortgage 401(k) Plan sits in the top quartile of all filed plans by assets, $54M for 1,102 participants (~$49,124/participant), up 32.8% in 2023.

#7,010
in Finance & Insurance (8,869 peers)
+32.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Mutual of Omaha Mortgage 401(k) Plan's outsized position by total assets

Mutual of Omaha Mortgage 401(k) Plan vs every filed plan by assets

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

$54,134,743 Top 14% higher than 86% 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

Mutual of Omaha Mortgage 401(k) 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. Mutual of Omaha Mortgage 401(k) Plan lands in the large band (1,102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mutual of Omaha Mortgage 401(k) Plan reported net income rose from -$692K in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Mutual of Omaha Mortgage 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Mutual of Omaha Mortgage 401(k) Plan reported participants fell from 1,410 in the plan year 2022 filing to 1,102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 461728831 · Mutual of Omaha Mortgage, Inc. PY 2023 · 401(k)

Mutual of Omaha Mortgage 401(k) Plan · $54M · 1,102 · 86th

  • SCH $54M
  • EBSA 1,102
  • PART 86th
  • TYPE 401(k)
  • NET near Strata Corporation 401(k)
  • BOOK ind #7010

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 California →

Mutual of Omaha Mortgage 401(k) Plan in the asset neighbourhood

Stellar Bank Retirement Plan$54MMutual of Omaha Mortgage 401(k) PlanMutual of Omaha Mortgage 401…$54MStrata Corporation 401(k)$54MTrane Technologies Retirement Savings Plan for Participating Affiliates in Puerto RicoTrane Technologies Retiremen…$54MGreenhill & Co., Inc. 401(k) Profit Sharing PlanGreenhill & Co., Inc. 401(k)…$54M
End-of-year total assets ($M) among Mutual of Omaha Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$54M
Net Income$13M
Employer EIN461728831
Plan Effective Date2018-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mutual of Omaha Mortgage, Inc.)

Sponsor-wide plan assets over time

All Mutual of Omaha Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 66.56742029702055% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $40.8M $67.9M ▲ +66.6%
Year Plans Participants Total Assets
2022 1 1,410 $41M
2023 1 1,102 $54M
2024 1 1,243 $68M

Nearby 401(k) Plans in California

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

Mutual of Omaha Mortgage 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mutual of Omaha Mortgage 401(k) Plan, Total assets ($B): 0.054134743 · Participants: 1102Mutual of Omaha Mortgage 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mutual of Omaha Mortgage 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mutual of Omaha Mortgage 401(k) Plan side-by-side with 3 peers →

Mutual of Omaha Mortgage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Strata Corporation 401(k) in ND ($54M); by covered participants it is Mag Ds Corp. 401(k) Plan in VA (1,102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,102 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 Mutual of Omaha Mortgage 401(k) Plan assets move in 2023? ▼
Mutual of Omaha Mortgage 401(k) Plan surged - up 32.8% during 2023, from $41M to $54M. Reported net income was $13M.
How have Mutual of Omaha Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mutual of Omaha Mortgage, Inc.'s sponsor-wide assets grew 66.6%, from $41M to $68M.
Where does Mutual of Omaha Mortgage 401(k) Plan rank by assets among Form 5500 filers? ▼
Mutual of Omaha Mortgage 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mutual of Omaha Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Strata Corporation 401(k) in ND ($54M, 658 participants).
Which 401(k) plans cover a similar participant headcount to Mutual of Omaha Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mag Ds Corp. 401(k) Plan in VA (1,102 participants, $106M 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 461728831.

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.