Defined Benefit (Pension) · DOL Form 5500 · 2023

Oneamerica Financial Partners Inc. Pension Plan

Data updated 2026-08-25

$468M
Total assets Above avg plan size
2,002
Participants Near avg headcount
97th
Percentile by assets National rank
$233,643
Avg per participant Above avg balance/head
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Official DOL plan name: American United Life Insurance Company Employees Retirement Plan and Trust · Sponsored by Oneamerica Financial Partners Inc. · Indiana · Finance & Insurance

$468M in assets, 2,002 participants

Oneamerica Financial Partners Inc.'s American United Life Insurance Company Employees Retirement Plan and Trust reported $468M in total assets and 2,002 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,451 in Finance & Insurance (8,869 peers)

Coverage in Indiana

American United Life Insurance Company Employees Retirement Plan and Trust covers 2,002 participants in Indiana, 3.7x the typical Indiana plan (state average ~541 per filing). Assets: $468M.

#8,451
in Finance & Insurance (8,869 peers)
+14.3%
assets growth YoY
4.7×
vs typical plan assets (national mean)

American United Life Insurance Company Employees Retirement Plan and Trust's outsized position by total assets

American United Life Insurance Company Employees Retirement Plan and Trust vs every filed plan by assets

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

$467,753,957 Top 3% higher than 97% 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

American United Life Insurance Company Employees Retirement Plan and Trust'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. American United Life Insurance Company Employees Retirement Plan and Trust lands in the large band (2,002 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American United Life Insurance Company Employees Retirement Plan and Trust reported net income rose from -$107M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • American United Life Insurance Company Employees Retirement Plan and Trust end-of-year assets rose from $409M in the plan year 2022 filing to $468M in the plan year 2023 filing.
  • American United Life Insurance Company Employees Retirement Plan and Trust reported participants rose from 1,946 in the plan year 2022 filing to 2,002 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 352126602 · Oneamerica Financial Partners Inc. PY 2023 · Defined Benefit (Pension)

American United Life Insurance Company Employees Retirement Plan and Trust · $468M · 2,002 · 97th

  • EOY $468M
  • EOY 2,002
  • EOY 97th
  • EOY Defined Benefit (Pension)
  • EOY near Morgan, Lewis & Bockius LLP Cash Balance Plan
  • EOY ind #8451

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 Indiana →

American United Life Insurance Company Employees Retirement Plan and Trust in the asset neighbourhood

Wk Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension PlanWk Kellogg Co Bakery, Confec…$470MAshland Hercules Pension Plan IIAshland Hercules Pension Pla…$469MWestern States Insulators and Allied Workers' Pension PlanWestern States Insulators an…$468MMorgan, Lewis & Bockius LLP Cash Balance PlanMorgan, Lewis & Bockius LLP …$468MAmerican United Life Insurance Company Employees Retirement Plan and TrustAmerican United Life Insuran…$468M
End-of-year total assets ($M) among American United Life Insurance Company Employees Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$409M
Net Assets (End of Year)$468M
Net Income$58M
Employer EIN352126602
Plan Effective Date1948-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oneamerica Financial Partners Inc.)

Sponsor-wide plan assets over time

All Oneamerica Financial Partners Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$507M 23.80488340559023% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $409M $507M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 1,946 $409M
2023 1 2,002 $468M
2024 1 2,247 $507M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American United Life Insurance Company Employees Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -5051015 Total assets ($B) Participants American United Life Insurance Company Employees Retirement Plan and Trust, Total assets ($B): 0.467753957 · Participants: 2002American United Life Insurance Company Employees Retirement Plan and TrustThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
American United Life Insurance Company Employees Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare American United Life Insurance Company Employees Retirement Plan and Trust side-by-side with 3 peers →

American United Life Insurance Company Employees Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Morgan, Lewis & Bockius LLP Cash Balance Plan in PA ($468M); by covered participants it is Local 351 IBEW Pension Plan in NJ (2,003 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,002 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 American United Life Insurance Company Employees Retirement Plan and Trust assets move in 2023? ▼
American United Life Insurance Company Employees Retirement Plan and Trust grew at a solid clip - up 14.3% during 2023, from $409M to $468M. Reported net income was $58M.
How have Oneamerica Financial Partners Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oneamerica Financial Partners Inc.'s sponsor-wide assets grew 23.8%, from $409M to $507M.
Where does American United Life Insurance Company Employees Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
American United Life Insurance Company Employees Retirement Plan and Trust ranks in the 97th 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 Defined Benefit (Pension) plans are similar in size to American United Life Insurance Company Employees Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Morgan, Lewis & Bockius LLP Cash Balance Plan in PA ($468M, 938 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American United Life Insurance Company Employees Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 351 IBEW Pension Plan in NJ (2,003 participants, $503M 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 352126602.

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.