401(k) · DOL Form 5500 · 2024

Ameritas Holding Company 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
436
Participants Below avg headcount
90th
Percentile by assets National rank
$205,860
Avg per participant Above avg balance/head
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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.

  • #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.

#7,170
in Finance & Insurance (8,549 peers)
+1.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Ameritas Agent 401(k) Retirement Plan's outsized position 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

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

Ameritas Agent 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ameritas Agent 401(k) Retirement Plan sits mid-pack in the medium band (436 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Form 5500 schedule snapshot

Filing strip 470806844 · Ameritas Holding Company PY 2024 · 401(k)

Ameritas Agent 401(k) Retirement Plan · $90M · 436 · 90th

  • TYPE $90M
  • TYPE 436
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near The Ashgrove Holdings 401(k) Plan
  • TYPE ind #7170

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 →

Ameritas Agent 401(k) Retirement Plan in the asset neighbourhood

Denny's 401(k) Plan$90MThe Ashgrove Holdings 401(k) PlanThe Ashgrove Holdings 401(k)…$90MLightbox Employer, L.L.C. Retirement PlanLightbox Employer, L.L.C. Re…$90MAmeritas Agent 401(k) Retirement PlanAmeritas Agent 401(k) Retire…$90MHme Retirement Savings Plan$90M
End-of-year total assets ($M) among Ameritas Agent 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$90M
Net Income$1M
Employer EIN470806844
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ameritas Holding Company)

Sponsor-wide plan assets over time

All Ameritas Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 14.60094261679093% vs 2022
2024 filing year
$0.95B$1B$1.05B$1.1B$1.15B$1.2B 202220232024 $1B $1.15B ▲ +15.0%
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 Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Ameritas Agent 401(k) Retirement Plan, Total assets ($B): 0.089754753 · Participants: 436Ameritas Agent 401(k) Retirement PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Ameritas Agent 401(k) Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Ameritas Agent 401(k) Retirement Plan side-by-side with 3 peers →

Ameritas Agent 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is The Ashgrove Holdings 401(k) Plan in VA ($90M); by covered participants it is Omega Engineering 401(k) Plan in CT (436 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (436 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 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).
Which 401(k) plans cover a similar participant headcount to Ameritas Agent 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Omega Engineering 401(k) Plan in CT (436 participants, N/A 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 470806844.

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.