401(k) · DOL Form 5500 · 2024

Mutual of Omaha Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
1,243
Participants Near avg headcount
87th
Percentile by assets National rank
$54,641
Avg per participant Low balance/head
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Official DOL plan name: Mutual of Omaha Mortgage 401(k) Plan · Sponsored by Mutual of Omaha Mortgage, Inc. · California · Finance & Insurance

$68M in assets, 1,243 participants

Mutual of Omaha Mortgage, Inc.'s Mutual of Omaha Mortgage 401(k) Plan reported $68M in total assets and 1,243 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,871 in Finance & Insurance (8,549 peers)

Where Mutual of Omaha Mortgage 401(k) Plan sits by assets

Mutual of Omaha Mortgage 401(k) Plan sits in the top quartile of all filed plans by assets, $68M for 1,243 participants (~$54,641/participant), up 25.5% in 2024.

#6,871
in Finance & Insurance (8,549 peers)
+25.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$67,918,357 Top 13% higher than 87% of 123,620 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 2024

Mutual of Omaha Mortgage 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mutual of Omaha Mortgage 401(k) Plan lands in the large band (1,243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mutual of Omaha Mortgage 401(k) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $68M in the plan year 2024 filing.
  • Mutual of Omaha Mortgage 401(k) Plan reported participants rose from 1,102 in the plan year 2023 filing to 1,243 in the plan year 2024 filing.
  • Mutual of Omaha Mortgage 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 461728831 · Mutual of Omaha Mortgage, Inc. PY 2024 · 401(k)

Mutual of Omaha Mortgage 401(k) Plan · $68M · 1,243 · 87th

  • PHOTO $68M
  • PHOTO 1,243
  • PHOTO 87th
  • PHOTO 401(k)
  • PHOTO near Numerator 401(k) Plan
  • PHOTO ind #6871

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 California →

Mutual of Omaha Mortgage 401(k) Plan in the asset neighbourhood

Liquidity Services, Inc. 401(k) Profit Sharing PlanLiquidity Services, Inc. 401…$68MBlue River Petcare Group, LLC 401(k) PlanBlue River Petcare Group, LL…$68MNumerator 401(k) Plan$68MMutual of Omaha Mortgage 401(k) PlanMutual of Omaha Mortgage 401…$68MBfpe International, Inc. 401(k) PlanBfpe International, Inc. 401…$68M
End-of-year total assets ($M) among Mutual of Omaha Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$68M
Net Income$14M
Employer EIN461728831
Plan Effective Date2018-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mutual of Omaha Mortgage, Inc.)

Sponsor-wide plan assets over time

All Mutual of Omaha Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68M 66.56742029702055% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $40.8M $67.9M ▲ +66.6%
Year Plans Participants Total Assets
2022 1 1,410 $41M
2023 1 1,102 $54M
2024 1 1,243 $68M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mutual of Omaha Mortgage 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mutual of Omaha Mortgage 401(k) Plan, Total assets ($B): 0.067918357 · Participants: 1243Mutual of Omaha Mortgage 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Mutual of Omaha Mortgage 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mutual of Omaha Mortgage 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Numerator 401(k) Plan in IL ($68M); by covered participants it is Sheet Metal Workers Union Local 38 Profit Sharing Fund in NY (1,243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,243 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mutual of Omaha Mortgage 401(k) Plan assets move in 2024? ▼
Mutual of Omaha Mortgage 401(k) Plan grew sharply - up 25.5% during 2024, from $54M to $68M. Reported net income was $14M.
How have Mutual of Omaha Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mutual of Omaha Mortgage, Inc.'s sponsor-wide assets grew 66.6%, from $41M to $68M.
Where does Mutual of Omaha Mortgage 401(k) Plan rank by assets among Form 5500 filers? ▼
Mutual of Omaha Mortgage 401(k) Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mutual of Omaha Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Numerator 401(k) Plan in IL ($68M, 631 participants).
Which 401(k) plans cover a similar participant headcount to Mutual of Omaha Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sheet Metal Workers Union Local 38 Profit Sharing Fund in NY (1,243 participants, $214M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461728831.

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.