Defined Benefit (Pension) · DOL Form 5500 · 2023
Mutual of Omaha Insurance Company Pension Plan
Data updated 2026-08-25
- $979M
- Total assets Above avg plan size
- 504
- Participants Below avg headcount
- 99th
- Percentile by assets National rank
- $1.9M
- Avg per participant High balance/head
Official DOL plan name: Mutual of Omaha Retirement Income Plan · Sponsored by Mutual of Omaha Insurance Company · Nebraska · Finance & Insurance
$979M in assets, 504 participants
Mutual of Omaha Insurance Company's Mutual of Omaha Retirement Income Plan reported $979M in total assets and 504 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,638 in Finance & Insurance (8,869 peers)
Where Mutual of Omaha Retirement Income Plan sits by assets
Mutual of Omaha Retirement Income Plan sits among the largest 1% of all filed plans, $979M for 504 participants (~$1.9M/participant), down 1.9% in 2023.
- #8,638
- in Finance & Insurance (8,869 peers)
- -1.9%
- assets change YoY
- 9.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mutual of Omaha Retirement Income Plan's outsized position by total assets
Mutual of Omaha Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$979,498,835 Top 1% higher than 99% of 127,068 filed plans
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 Retirement Income 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 Retirement Income Plan sits mid-pack in the medium band (504 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mutual of Omaha Retirement Income Plan reported net income rose from -$123M in the plan year 2022 filing to -$19M in the plan year 2023 filing.
- Mutual of Omaha Retirement Income Plan reported participants fell from 606 in the plan year 2022 filing to 504 in the plan year 2023 filing.
- Mutual of Omaha Retirement Income Plan end-of-year assets fell from $998M in the plan year 2022 filing to $979M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 470246511 · Mutual of Omaha Insurance Company PY 2023 · Defined Benefit (Pension)
Mutual of Omaha Retirement Income Plan · $979M · 504 · 99th
- ASSETS $979M
- PCT 504
- EIN 99th
- RANK Defined Benefit (Pension)
- PHOTO near Mondelez Global LLC Retirement Plan
- IND ind #8638
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 Retirement Income Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $998M |
|---|---|
| Net Assets (End of Year) | $979M |
| Net Income | -$19M |
| Employer EIN | 470246511 |
| Plan Effective Date | 1938-02-12 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,331 | $2.2B |
| 2023 | 3 | 6,547 | $2.4B |
| 2024 | 3 | 6,564 | $2.5B |
Nearby Defined Benefit (Pension) Plans in Nebraska
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates $4.4B · 3,724
- Berkshire Hathaway Consolidated Pension Plan $4.2B · 10,563
- Retirement Plan for Employees and Representatives of Woodmenlife $772M · 279
- The Restated Ag Processing Inc Retirement Plan $368M · 1,113
- Omaha Construction Industry Pension Plan $329M · 1,447
Mutual of Omaha Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Mondelez Global LLC Retirement Plan in IL ($979M); by covered participants it is Roofers Local No. 20 Pension Plan in MO (504 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($979M here).
- Mondelez Global LLC Retirement Plan (IL) $979M · 2,097
- United Brotherhood of Carpenters Pension Fund United States Segment (NV) $979M · 1,295
- Milwaukee Drivers Pension Plan (WI) $981M · 2,422
- New England Health Care Employees Pension Plan (CT) $976M · 8,879
Similar participant headcount
Nearest other-state filings by covered participants (504 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.