Defined Benefit (Pension) · DOL Form 5500 · 2024
Ameritas Holding Company Pension Plan
Data updated 2026-08-11
- $237M
- Total assets
- 227
- Participants
- 95th
- Percentile by assets
- $1.0M
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $237M
- total plan assets (2024 EOY)
- 227
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $1.0M
- avg assets per participant
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.
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.
Participants vs Nebraska filers
In Nebraska, the average filing covers about 552 participants across 778 plans. Ameritas Pension Plan reports 227 participants - about 41% of that state average ($237M EOY assets).
Nebraska filing particulars
| Total Assets (Beginning of Year) | $258M |
|---|---|
| Net Assets (End of Year) | $237M |
| Net Income | -$21M |
| Employer EIN | 470806844 |
| Plan Effective Date | 1954-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ameritas Holding Company)
| 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
- Berkshire Hathaway Consolidated Pension Plan $5.2B · 9,020
- Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates $4.1B · 3,382
- Mutual of Omaha Retirement Income Plan $960M · 415
- Retirement Plan for Employees and Representatives of Woodmenlife $828M · 257
- The Restated Ag Processing Inc Retirement Plan $379M · 1,105
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ameritas Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Ameritas Pension Plan assets move in 2024? ▼
How have Ameritas Holding Company plan assets changed over time? ▼
Where does Ameritas Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ameritas Pension Plan? ▼
Next read for Ameritas Pension Plan
Filing takeaways
Ways to act on Ameritas Pension Plan's numbers.
- By total assets, Ameritas Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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