Defined Benefit (Pension) · DOL Form 5500 · 2023

Oneamerica Financial Partners Inc. Pension Plan

Data updated 2026-08-11

$468M
Total assets: 2,002
Participants: 97th
Percentile by assets: $233,643
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$468M
total plan assets (2023 EOY): 2,002
covered participants: 97th
percentile by assets (of 127,072 plans): $233,643
avg assets per participant

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 →

State

Indiana

Industry

Finance & Insurance

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. American United Life Insurance Company Employees Retirement Plan and Trust reports 2,002 participants - 3.7x that state average ($468M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)	$409M
Net Assets (End of Year)	$468M
Net Income	$58M
Employer EIN	352126602
Plan Effective Date	1948-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Oneamerica Financial Partners Inc.)

Total plan assets by year, all Oneamerica Financial Partners Inc. plans on file

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

The Lilly Retirement Plan $11.7B · 19,111
Cummins Pension Plan $3.3B · 26,560
Indiana Laborers Pension Fund $1.7B · 10,800
Elevance Health Cash Balance Plan a $1.3B · 8,197
Nisource Pension Plan $1.1B · 2,174

Compare American United Life Insurance Company E… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to American United Life Insurance Company Employees Retirement Plan and Trust by total assets, not by location.

Morgan, Lewis & Bockius LLP Cash Balance Plan (PA) $468M · 938
Western States Insulators and Allied Workers' Pension Plan (CA) $468M · 3,325
Ashland Hercules Pension Plan II (KY) $469M · 57
Wk Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan (MI) $470M · 1,367

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).

Next read for American United Life Insurance Company E…

Filing takeaways

Ways to act on American United Life Insurance Company Employees Retirement Plan and Trust's numbers.

By total assets, American United Life Insurance Company Employees Retirement Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Indiana. Compare plans
Oneamerica Financial Partners Inc.'s sponsor-wide assets have grown 23.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.