401(k) · DOL Form 5500 · 2024

Mutual of Omaha Insurance Company 401(k) Plan

Data updated 2026-08-25

$516M
Total assets Above avg plan size
335
Participants Below avg headcount
97th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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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.

  • #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.

#8,137
in Finance & Insurance (8,549 peers)
-2.3%
assets change YoY
5.2×
vs typical plan assets (national mean)

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.

Mutual of Omaha 401(k) Long-Term Savings Plan's outsized position 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 $2,050,000,000 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

Mutual of Omaha 401(k) Long-Term Savings 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. Mutual of Omaha 401(k) Long-Term Savings Plan sits mid-pack in the medium band (335 participants).

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 →

Published 5500 schedule card

Filing strip 470246511 · Mutual of Omaha Insurance Company PY 2024 · 401(k)

Mutual of Omaha 401(k) Long-Term Savings Plan · $516M · 335 · 97th

  • BOY $516M
  • SCH 335
  • EBSA 97th
  • PART 401(k)
  • TYPE near Westfield Employee Retirement Savings Plan
  • NET ind #8137

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 →

Mutual of Omaha 401(k) Long-Term Savings Plan in the asset neighbourhood

Proliance Surgeons, Inc., P.S. 401(k) Profit Sharing Plan and TrustProliance Surgeons, Inc., P.…$517MSpringfield Clinic, LLP 401(k) Employees' Benefit and Retirement PlanSpringfield Clinic, LLP 401(…$517MRithm Capital Family of Companies 401(k) PlanRithm Capital Family of Comp…$517MMutual of Omaha 401(k) Long-Term Savings PlanMutual of Omaha 401(k) Long-…$516MWestfield Employee Retirement Savings PlanWestfield Employee Retiremen…$516M
End-of-year total assets ($M) among Mutual of Omaha 401(k) Long-Term Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Mutual of Omaha Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 15.218591894127028% vs 2022
2024 filing year
$2.1B$2.2B$2.3B$2.4B$2.5B$2.6B 202220232024 $2.16B $2.49B ▲ +15.3%
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 ($B) Participants Mutual of Omaha 401(k) Long-Term Savings Plan, Total assets ($B): 0.515928507 · Participants: 335Mutual of Omaha 401(k) Long-Term Savings 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
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 Plan side-by-side with 3 peers →

Mutual of Omaha 401(k) Long-Term Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Westfield Employee Retirement Savings Plan in OH ($516M); by covered participants it is Enstar (US) Inc. 401(k) Plan in FL (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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 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).
Which 401(k) plans cover a similar participant headcount to Mutual of Omaha 401(k) Long-Term Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enstar (US) Inc. 401(k) Plan in FL (335 participants, $134M 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 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.