401(k) · DOL Form 5500 · 2023

Mutual of Omaha Insurance Company 401(k) Plan

Data updated 2026-08-25

$849M
Total assets Above avg plan size
5,584
Participants Above avg headcount
98th
Percentile by assets National rank
$152,007
Avg per participant Above avg balance/head
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Official DOL plan name: Mutual of Omaha 401(k) Retirement Savings Plan · Sponsored by Mutual of Omaha Insurance Company · Nebraska · Finance & Insurance

$849M in assets, 5,584 participants

Mutual of Omaha Insurance Company's Mutual of Omaha 401(k) Retirement Savings Plan reported $849M in total assets and 5,584 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.

  • #8,610 in Finance & Insurance (8,869 peers)

Coverage in Nebraska

Mutual of Omaha 401(k) Retirement Savings Plan covers 5,584 participants in Nebraska, 10x the typical Nebraska plan (state average ~552 per filing). Assets: $849M.

#8,610
in Finance & Insurance (8,869 peers)
+27.9%
assets growth YoY
8.5×
vs typical plan assets (national mean)

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

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

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

$848,809,138 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) Retirement Savings 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 401(k) Retirement Savings Plan lands in the large band (5,584 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mutual of Omaha 401(k) Retirement Savings Plan reported net income rose from -$71M in the plan year 2022 filing to $185M in the plan year 2023 filing.
  • Mutual of Omaha 401(k) Retirement Savings Plan end-of-year assets rose from $664M in the plan year 2022 filing to $849M in the plan year 2023 filing.
  • Mutual of Omaha 401(k) Retirement Savings Plan reported participants rose from 5,183 in the plan year 2022 filing to 5,584 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Mutual of Omaha 401(k) Retirement Savings Plan · $849M · 5,584 · 98th

  • BOOK $849M
  • VS-ST 5,584
  • BOY 98th
  • SCH 401(k)
  • EBSA near Amedisys Holding, LLC 401(k) Plan
  • PART ind #8610

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) Retirement Savings Plan in the asset neighbourhood

Sierra Nevada Company, LLC 401(k) Profit Sharing PlanSierra Nevada Company, LLC 4…$850MAmedisys Holding, LLC 401(k) PlanAmedisys Holding, LLC 401(k)…$849MMutual of Omaha 401(k) Retirement Savings PlanMutual of Omaha 401(k) Retir…$849MTriumph Group, Inc. 401(k) PlanTriumph Group, Inc. 401(k) P…$848MGenworth Financial Inc. Retirement and Savings PlanGenworth Financial Inc. Reti…$847M
End-of-year total assets ($M) among Mutual of Omaha 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$664M
Net Assets (End of Year)$849M
Net Income$185M
Employer EIN470246511
Plan Effective Date2019-01-01
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) Retirement Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 0100002000030000 02468 Total assets ($B) Participants Mutual of Omaha 401(k) Retirement Savings Plan, Total assets ($B): 0.848809138 · Participants: 5584Mutual of Omaha 401(k) Retirement 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) Retirement Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Mutual of Omaha 401(k) Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Mutual of Omaha 401(k) Retirement Savings Plan

Mutual of Omaha 401(k) Retirement Savings Plan reports $849M in end-of-year assets across 5,584 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $152,007 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $185M.

This plan identity (EIN 470246511, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $664M to $1.0B (+53.3%) while covered participants moved from 5,183 to 5,814 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,183 $664M Open filing
2023 5,584 $849M This page
2024 · index core 5,814 $1.0B Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

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

Outside Nebraska, the nearest 401(k) by assets is Amedisys Holding, LLC 401(k) Plan in LA ($849M); by covered participants it is Ruan Employees' 401(k) Savings Plan in IA (5,584 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($849M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,584 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) Retirement Savings Plan assets move in 2023? ▼
Mutual of Omaha 401(k) Retirement Savings Plan grew sharply - up 27.9% during 2023, from $664M to $849M. Reported net income was $185M.
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) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Mutual of Omaha 401(k) Retirement 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) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amedisys Holding, LLC 401(k) Plan in LA ($849M, 20,100 participants).
Which 401(k) plans cover a similar participant headcount to Mutual of Omaha 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ruan Employees' 401(k) Savings Plan in IA (5,584 participants, $272M 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.