Defined Benefit (Pension) · DOL Form 5500 · 2023

First National Bank of Omaha Pension Plan

Data updated 2026-08-25

$294M
Total assets Near avg plan size
852
Participants Near avg headcount
96th
Percentile by assets National rank
$344,857
Avg per participant High balance/head
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Official DOL plan name: First National Bank of Omaha Pension Plan · Sponsored by First National Bank of Omaha · Nebraska · Finance & Insurance

$294M in assets, 852 participants

First National Bank of Omaha's First National Bank of Omaha Pension Plan reported $294M in total assets and 852 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,290 in Finance & Insurance (8,869 peers)

Where First National Bank of Omaha Pension Plan sits by assets

First National Bank of Omaha Pension Plan sits in the top 5% of all filed plans by assets, $294M for 852 participants (~$344,857/participant), up 5.8% in 2023.

#8,290
in Finance & Insurance (8,869 peers)
+5.8%
assets growth YoY
2.9×
vs typical plan assets (national mean)

First National Bank of Omaha Pension Plan's outsized position by total assets

First National Bank of Omaha Pension Plan vs every filed plan by assets

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

$293,818,370 Top 4% higher than 96% 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

First National Bank of Omaha Pension 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. First National Bank of Omaha Pension Plan sits mid-pack in the medium band (852 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First National Bank of Omaha Pension Plan reported net income rose from -$72M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • First National Bank of Omaha Pension Plan end-of-year assets rose from $278M in the plan year 2022 filing to $294M in the plan year 2023 filing.
  • First National Bank of Omaha Pension Plan reported participants fell from 888 in the plan year 2022 filing to 852 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470259043 · First National Bank of Omaha PY 2023 · Defined Benefit (Pension)

First National Bank of Omaha Pension Plan · $294M · 852 · 96th

  • PHOTO $294M
  • PHOTO 852
  • PHOTO 96th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Pennsylvania State Education Association Pension Plan
  • PHOTO ind #8290

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 →

First National Bank of Omaha Pension Plan in the asset neighbourhood

Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas CompanyRetirement Plan for Bargaini…$295MPennsylvania State Education Association Pension PlanPennsylvania State Education…$294MFirst National Bank of Omaha Pension PlanFirst National Bank of Omaha…$294MPension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement TrustPension Plan of the Plumbers…$293MThe Retirement Plan of Central Georgia Health Systems, Inc.The Retirement Plan of Centr…$293M
End-of-year total assets ($M) among First National Bank of Omaha Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$278M
Net Assets (End of Year)$294M
Net Income$16M
Employer EIN470259043
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Bank of Omaha)

Sponsor-wide plan assets over time

All First National Bank of Omaha plans reported in each filing year

Latest sponsor-wide plan assets
$281M 1.3594167527330758% vs 2022
2024 filing year
$275M$280M$285M$290M$295M$300M 202220232024 $278M $281M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 888 $278M
2023 1 852 $294M
2024 1 809 $281M

Nearby Defined Benefit (Pension) Plans in Nebraska

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

First National Bank of Omaha Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 012345 Total assets ($B) Participants First National Bank of Omaha Pension Plan, Total assets ($B): 0.29381837 · Participants: 852First National Bank of Omaha Pension PlanPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.375049633 · Participants: 3724Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 4.190368742 · Participants: 10563Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.979498835 · Participants: 504Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.772418975 · Participants: 279Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.367919919 · Participants: 1113The Restated Ag Processing Inc Retirement Plan
First National Bank of Omaha Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare First National Bank of Omaha Pension Plan side-by-side with 3 peers →

First National Bank of Omaha Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Pennsylvania State Education Association Pension Plan in PA ($294M); by covered participants it is Teamsters' Construction Industry & Misc Pension Fund in PA (851 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (852 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 First National Bank of Omaha Pension Plan assets move in 2023? ▼
First National Bank of Omaha Pension Plan grew at a solid clip - up 5.8% during 2023, from $278M to $294M. Reported net income was $16M.
How have First National Bank of Omaha plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Bank of Omaha's sponsor-wide assets grew 1.4%, from $278M to $281M.
Where does First National Bank of Omaha Pension Plan rank by assets among Form 5500 filers? ▼
First National Bank of Omaha Pension Plan ranks in the 96th 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 First National Bank of Omaha Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pennsylvania State Education Association Pension Plan in PA ($294M, 252 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to First National Bank of Omaha Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters' Construction Industry & Misc Pension Fund in PA (851 participants, $207M 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 470259043.

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.