Defined Benefit (Pension) · DOL Form 5500 · 2024

Ameritas Holding Company Pension Plan

Data updated 2026-08-25

$237M
Total assets Near avg plan size
227
Participants Below avg headcount
95th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Ameritas Pension Plan · Sponsored by Ameritas Holding Company · Nebraska · Finance & Insurance

$237M in assets, 227 participants

Ameritas Holding Company's Ameritas Pension Plan reported $237M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,850 in Finance & Insurance (8,549 peers)

Coverage in Nebraska

Ameritas Pension Plan covers 227 participants in Nebraska, about 41% of the average Nebraska filer (state average ~552 per filing). Assets: $237M.

#7,850
in Finance & Insurance (8,549 peers)
-8.2%
assets change YoY
2.4×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ameritas Pension Plan's outsized position by total assets

Ameritas Pension Plan vs every filed plan by assets

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

$236,899,945 Top 5% higher than 95% 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 Pension 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 Pension Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ameritas Pension Plan reported net income rose from -$26M in the plan year 2023 filing to -$21M in the plan year 2024 filing.
  • Ameritas Pension Plan reported participants rose from 202 in the plan year 2023 filing to 227 in the plan year 2024 filing.
  • Ameritas Pension Plan end-of-year assets fell from $258M in the plan year 2023 filing to $237M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 470806844 · Ameritas Holding Company PY 2024 · Defined Benefit (Pension)

Ameritas Pension Plan · $237M · 227 · 95th

  • PART $237M
  • TYPE 227
  • NET 95th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Accenture United States New Pension Plan
  • BOY ind #7850

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 Pension Plan in the asset neighbourhood

Accenture United States New Pension PlanAccenture United States New …$237MAmeritas Pension Plan$237MI.B.E.W. Local 1579 Pension PlanI.B.E.W. Local 1579 Pension …$237MRoseburg Forest Products Co. and Western States Regional Council of Carpenters Pension PlanRoseburg Forest Products Co.…$237MRevlon Employees' Retirement PlanRevlon Employees' Retirement…$237M
End-of-year total assets ($M) among Ameritas Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$258M
Net Assets (End of Year)$237M
Net Income-$21M
Employer EIN470806844
Plan Effective Date1954-03-01
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 Defined Benefit (Pension) Plans in Nebraska

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

Ameritas Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Ameritas Pension Plan, Total assets ($B): 0.236899945 · Participants: 227Ameritas Pension PlanBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 5.15539935 · Participants: 9020Berkshire Hathaway Consolidated Pension PlanPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.052923429 · Participants: 3382Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesMutual of Omaha Retirement Income Plan, Total assets ($B): 0.960447908 · Participants: 415Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.827522361 · Participants: 257Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.379187928 · Participants: 1105The Restated Ag Processing Inc Retirement Plan
Ameritas Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Ameritas Pension Plan side-by-side with 3 peers →

Ameritas Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Accenture United States New Pension Plan in IL ($237M); by covered participants it is Retirement Income Plan for Employees of the Kws Seeds Group in MN (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Pension Plan assets move in 2024? ▼
Ameritas Pension Plan pulled back noticeably - down 8.2% during 2024, from $258M to $237M. Reported net income was -$21M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Ameritas Pension Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ameritas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Accenture United States New Pension Plan in IL ($237M, 206 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ameritas Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan for Employees of the Kws Seeds Group in MN (227 participants, $31M 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.