401(k) · DOL Form 5500 · 2024

Mutual of Omaha Insurance Company 401(k) Plan

Data updated 2026-08-11

$516M
Total assets
335
Participants
97th
Percentile by assets
$1.5M
Avg per participant
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Official DOL plan name: Mutual of Omaha 401(k) Long-Term Savings Plan · Sponsored by Mutual of Omaha Insurance Company · Nebraska · Finance & Insurance

$516M in assets, 335 participants

Mutual of Omaha Insurance Company's Mutual of Omaha 401(k) Long-Term Savings Plan reported $516M in total assets and 335 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 123,622 plans)
  • #8,137 in Finance & Insurance (8,549 peers)

Where Mutual of Omaha 401(k) Long-Term Savings Plan sits by assets

Mutual of Omaha 401(k) Long-Term Savings Plan sits in the top 5% of all filed plans by assets, $516M for 335 participants (~$1.5M/participant), down 2.3% in 2024.

$516M
total plan assets (2024 EOY)
335
covered participants
97th
percentile by assets (of 123,622 plans)
$1.5M
avg assets per participant

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Mutual of Omaha 401(k) Long-Term Savings Plan sits by total assets

Mutual of Omaha 401(k) Long-Term Savings Plan vs every filed plan by assets

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

$515,928,507 Top 3% higher than 97% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mutual of Omaha 401(k) Long-Term Savings Plan reported net income fell from $26M in the plan year 2023 filing to -$12M in the plan year 2024 filing.
  • Mutual of Omaha 401(k) Long-Term Savings Plan reported participants fell from 459 in the plan year 2023 filing to 335 in the plan year 2024 filing.
  • Mutual of Omaha 401(k) Long-Term Savings Plan end-of-year assets fell from $528M in the plan year 2023 filing to $516M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Nebraska
Industry
Finance & Insurance

Mutual of Omaha 401(k) Long-Term Savings Plan vs the 2024 asset distribution

By assets, Mutual of Omaha 401(k) Long-Term Savings Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$528M
Net Assets (End of Year)$516M
Net Income-$12M
Employer EIN470246511
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mutual of Omaha Insurance Company)

$2.1B$2.2B$2.3B$2.4B$2.5B$2.6B 202220232024 $2.16B $2.49B ▲ +15.3%
Total plan assets by year, all Mutual of Omaha Insurance Company plans on file
Year Plans Participants Total Assets
2022 3 6,331 $2.2B
2023 3 6,547 $2.4B
2024 3 6,564 $2.5B

Nearby 401(k) Plans in Nebraska

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

Mutual of Omaha 401(k) Long-Term Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 0246810 Total assets ($B) Participants Mutual of Omaha 401(…, Total assets ($B): 0.515928507 · Participants: 335Mutual of Omaha 401(…Hdr, Inc. Best Plan …, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan …Peter Kiewit Sons, I…, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, I…Union Pacific Agreem…, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreem…Union Pacific Corpor…, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corpor…First National of Ne…, Total assets ($B): 1.045428819 · Participants: 4950First National of Ne…
Mutual of Omaha 401(k) Long-Term Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Mutual of Omaha 401(k) Long-Term Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Mutual of Omaha 401(k) Long-Term Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Mutual of Omaha 401(k) Long-Term Savings Plan assets move in 2024? ▼
Mutual of Omaha 401(k) Long-Term Savings Plan edged down modestly - down 2.3% during 2024, from $528M to $516M. Reported net income was -$12M.
How have Mutual of Omaha Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mutual of Omaha Insurance Company's sponsor-wide assets grew 15.2%, from $2.2B to $2.5B.
Where does Mutual of Omaha 401(k) Long-Term Savings Plan rank by assets among Form 5500 filers? ▼
Mutual of Omaha 401(k) Long-Term Savings Plan ranks in the 97th 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 401(k) plans are similar in size to Mutual of Omaha 401(k) Long-Term Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westfield Employee Retirement Savings Plan in OH ($516M, 2,505 participants).

Next read for Mutual of Omaha 401(k) Long-Term Savings…

Scale reading

Ways to act on Mutual of Omaha 401(k) Long-Term Savings Plan's numbers.

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 470246511.

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.