401(k) · DOL Form 5500 · 2023

Mutual of Omaha Insurance Company 401(k) Plan

Data updated 2026-08-11

$528M
Total assets
459
Participants
98th
Percentile by assets
$1.2M
Avg per participant
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Official DOL plan name: Mutual of Omaha 401(k) Long-Term Savings Plan · Sponsored by Mutual of Omaha Insurance Company · Nebraska · Finance & Insurance

$528M in assets, 459 participants

Mutual of Omaha Insurance Company's Mutual of Omaha 401(k) Long-Term Savings Plan reported $528M in total assets and 459 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)
  • #8,484 in Finance & Insurance (8,869 peers)

Where Mutual of Omaha 401(k) Long-Term Savings Plan sits by assets

Mutual of Omaha 401(k) Long-Term Savings Plan sits in the top 5% of all filed plans by assets, $528M for 459 participants (~$1.2M/participant), up 5.1% in 2023.

$528M
total plan assets (2023 EOY)
459
covered participants
98th
percentile by assets (of 127,072 plans)
$1.2M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mutual of Omaha 401(k) Long-Term Savings Plan reported net income rose from -$122M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Mutual of Omaha 401(k) Long-Term Savings Plan reported participants fell from 542 in the plan year 2022 filing to 459 in the plan year 2023 filing.
  • Mutual of Omaha 401(k) Long-Term Savings Plan end-of-year assets rose from $503M in the plan year 2022 filing to $528M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Nebraska
Industry
Finance & Insurance

Mutual of Omaha 401(k) Long-Term Savings Plan vs the 2023 asset distribution

By assets, Mutual of Omaha 401(k) Long-Term Savings Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$503M
Net Assets (End of Year)$528M
Net Income$26M
Employer EIN470246511
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mutual of Omaha Insurance Company)

$2.1B$2.2B$2.3B$2.4B$2.5B$2.6B 202220232024 $2.16B $2.49B ▲ +15.3%
Total plan assets by year, all Mutual of Omaha Insurance Company plans on file
Year Plans Participants Total Assets
2022 3 6,331 $2.2B
2023 3 6,547 $2.4B
2024 3 6,564 $2.5B

Nearby 401(k) Plans in Nebraska

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

Mutual of Omaha 401(k) Long-Term Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Mutual of Omaha 401(k) Long-Term Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 02468 Total assets ($B) Participants Mutual of Omaha 401(…Hdr, Inc. Best Plan …Peter Kiewit Sons, I…Union Pacific Corpor…Union Pacific Agreem…First National of Ne…
Mutual of Omaha 401(k) Long-Term Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Mutual of Omaha 401(k) Long-Term Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Mutual of Omaha 401(k) Long-Term Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Mutual of Omaha 401(k) Long-Term Savings Plan assets move in 2023? ▼
Mutual of Omaha 401(k) Long-Term Savings Plan grew at a solid clip - up 5.1% during 2023, from $503M to $528M. Reported net income was $26M.
How have Mutual of Omaha Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mutual of Omaha Insurance Company's sponsor-wide assets grew 15.2%, from $2.2B to $2.5B.
Where does Mutual of Omaha 401(k) Long-Term Savings Plan rank by assets among Form 5500 filers? ▼
Mutual of Omaha 401(k) Long-Term Savings 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 Mutual of Omaha 401(k) Long-Term Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zs Associates, Inc. 401(k) Profit Sharing Plan in IL ($528M, 3,155 participants).

Next read for Mutual of Omaha 401(k) Long-Term Savings…

Scale reading

Ways to act on Mutual of Omaha 401(k) Long-Term Savings Plan's numbers.

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 470246511.

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.