401(k) · DOL Form 5500 · 2023

Mutual of Omaha Insurance Company 401(k) Plan

Data updated 2026-08-25

$528M
Total assets Above avg plan size
459
Participants Below avg headcount
98th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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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.

  • #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.

#8,484
in Finance & Insurance (8,869 peers)
+5.1%
assets growth YoY
5.3×
vs typical plan assets (national mean)

Mutual of Omaha 401(k) Long-Term Savings Plan's outsized position by total assets

Mutual of Omaha 401(k) Long-Term Savings Plan vs every filed plan by assets

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

$528,185,350 Top 2% higher than 98% 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 401(k) Long-Term Savings 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. Mutual of Omaha 401(k) Long-Term Savings Plan sits mid-pack in the medium band (459 participants).

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 →

Form 5500 schedule snapshot

Filing strip 470246511 · Mutual of Omaha Insurance Company PY 2023 · 401(k)

Mutual of Omaha 401(k) Long-Term Savings Plan · $528M · 459 · 98th

  • SCH $528M
  • EBSA 459
  • PART 98th
  • TYPE 401(k)
  • NET near Zs Associates, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #8484

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 →

Mutual of Omaha 401(k) Long-Term Savings Plan in the asset neighbourhood

Ceva 401(k) Plan$528MMutual of Omaha 401(k) Long-Term Savings PlanMutual of Omaha 401(k) Long-…$528MZs Associates, Inc. 401(k) Profit Sharing PlanZs Associates, Inc. 401(k) P…$528MWayne-Sanderson Farms 401(k) Retirement PlanWayne-Sanderson Farms 401(k)…$528MAxalta Coating Systems, LLC Retirement Savings PlaAxalta Coating Systems, LLC …$528M
End-of-year total assets ($M) among Mutual of Omaha 401(k) Long-Term Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Mutual of Omaha Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 15.218591894127028% vs 2022
2024 filing year
$2.1B$2.2B$2.3B$2.4B$2.5B$2.6B 202220232024 $2.16B $2.49B ▲ +15.3%
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 Scatter plot of 6 data points. -100000100002000030000 02468 Total assets ($B) Participants Mutual of Omaha 401(k) Long-Term Savings Plan, Total assets ($B): 0.52818535 · Participants: 459Mutual of Omaha 401(k) Long-Term Savings PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
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 Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Zs Associates, Inc. 401(k) Profit Sharing Plan in IL ($528M); by covered participants it is East Manufacturing Corporation 401(k) Plan in OH (459 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($528M here).

Similar participant headcount

Nearest other-state filings by covered participants (459 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 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).
Which 401(k) plans cover a similar participant headcount to Mutual of Omaha 401(k) Long-Term Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is East Manufacturing Corporation 401(k) Plan in OH (459 participants, $8M 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 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.