401(k) · DOL Form 5500 · 2024

Ameritas Holding Company 401(k) Plan

Data updated 2026-08-11

$90M
Total assets: 436
Participants: 90th
Percentile by assets: $205,860
Avg per participant

Official DOL plan name: Ameritas Agent 401(k) Retirement Plan · Sponsored by Ameritas Holding Company · Nebraska · Finance & Insurance

$90M in assets, 436 participants

Ameritas Holding Company's Ameritas Agent 401(k) Retirement Plan reported $90M in total assets and 436 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 123,622 plans)
#7,170 in Finance & Insurance (8,549 peers)

Where Ameritas Agent 401(k) Retirement Plan sits by assets

Ameritas Agent 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $90M for 436 participants (~$205,860/participant), up 1.2% in 2024.

$90M
total plan assets (2024 EOY): 436
covered participants: 90th
percentile by assets (of 123,622 plans): $205,860
avg assets per participant

Where Ameritas Agent 401(k) Retirement Plan sits by total assets

Ameritas Agent 401(k) Retirement Plan vs every filed plan by assets

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

$89,754,753 Top 10% higher than 90% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ameritas Agent 401(k) Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Ameritas Agent 401(k) Retirement Plan reported participants fell from 473 in the plan year 2023 filing to 436 in the plan year 2024 filing.
Ameritas Agent 401(k) Retirement Plan end-of-year assets rose from $89M in the plan year 2023 filing to $90M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Nebraska

Industry

Finance & Insurance

Ameritas Agent 401(k) Retirement Plan vs the 2024 asset distribution

By assets, Ameritas Agent 401(k) Retirement Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$89M
Net Assets (End of Year)	$90M
Net Income	$1M
Employer EIN	470806844
Plan Effective Date	1993-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ameritas Holding Company)

Total plan assets by year, all Ameritas Holding Company plans on file

Year	Plans	Participants	Total Assets
2022	3	2,873	$1.0B
2023	3	3,051	$1.1B
2024	3	3,189	$1.1B

Nearby 401(k) Plans in Nebraska

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

Ameritas Agent 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Hdr, Inc. Best Plan and ESOP $7.7B · 11,460
Peter Kiewit Sons, Inc. Retirement Savings Plan $2.8B · 17,030
Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.4B · 28,813
Union Pacific Corporation Thrift Plan $2.3B · 5,350
First National of Nebraska, Inc. First Savings Plan $1.0B · 4,950

Compare Ameritas Agent 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ameritas Agent 401(k) Retirement Plan by total assets, not by location.

The Ashgrove Holdings 401(k) Plan (VA) $90M · 1,027
Lightbox Employer, L.L.C. Retirement Plan (CT) $90M · 485
Denny's 401(k) Plan (SC) $90M · 2,659
Hme Retirement Savings Plan (CA) $90M · 814

Frequently Asked Questions

How did Ameritas Agent 401(k) Retirement Plan assets move in 2024? ▼

Ameritas Agent 401(k) Retirement Plan edged up modestly - up 1.2% during 2024, from $89M to $90M. Reported net income was $1M.

How have Ameritas Holding Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ameritas Holding Company's sponsor-wide assets grew 14.6%, from $1.0B to $1.1B.

Where does Ameritas Agent 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼

Ameritas Agent 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Ameritas Agent 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Ashgrove Holdings 401(k) Plan in VA ($90M, 1,027 participants).

Next read for Ameritas Agent 401(k) Retirement Plan

Scale reading

Ways to act on Ameritas Agent 401(k) Retirement Plan's numbers.

By total assets, Ameritas Agent 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Nebraska. Compare plans
Ameritas Holding Company's sponsor-wide assets have grown 14.6% 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470806844.