401(k) · DOL Form 5500 · 2024

Mutual of Omaha Insurance Company 401(k) Plan

Data updated 2026-08-25

$1.0B
Total assets Very large vs avg
5,814
Participants Above avg headcount
98th
Percentile by assets National rank
$175,000
Avg per participant Above avg balance/head
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Official DOL plan name: Mutual of Omaha 401(k) Retirement Savings Plan · Sponsored by Mutual of Omaha Insurance Company · Nebraska · Finance & Insurance

$1.0B in assets, 5,814 participants

Mutual of Omaha Insurance Company's Mutual of Omaha 401(k) Retirement Savings Plan reported $1.0B in total assets and 5,814 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,302 in Finance & Insurance (8,549 peers)

Coverage in Nebraska

Mutual of Omaha 401(k) Retirement Savings Plan covers 5,814 participants in Nebraska, 11x the typical Nebraska plan (state average ~552 per filing). Assets: $1.0B.

#8,302
in Finance & Insurance (8,549 peers)
+19.9%
assets growth YoY
10×
vs typical plan assets (national mean)

Mutual of Omaha 401(k) Retirement Savings Plan's outsized position by total assets

Mutual of Omaha 401(k) Retirement Savings Plan vs every filed plan by assets

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

$1,017,450,258 Top 2% higher than 98% 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) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mutual of Omaha 401(k) Retirement Savings Plan lands in the large band (5,814 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mutual of Omaha 401(k) Retirement Savings Plan end-of-year assets rose from $849M in the plan year 2023 filing to $1.0B in the plan year 2024 filing.
  • Mutual of Omaha 401(k) Retirement Savings Plan reported net income fell from $185M in the plan year 2023 filing to $169M in the plan year 2024 filing.
  • Mutual of Omaha 401(k) Retirement Savings Plan reported participants rose from 5,584 in the plan year 2023 filing to 5,814 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

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

Mutual of Omaha 401(k) Retirement Savings Plan · $1.0B · 5,814 · 98th

  • PHOTO $1.0B
  • PHOTO 5,814
  • PHOTO 98th
  • PHOTO 401(k)
  • PHOTO near Signify North America Corporation 401(k) Plan
  • PHOTO ind #8302

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) Retirement Savings Plan in the asset neighbourhood

Mutual of Omaha 401(k) Retirement Savings PlanMutual of Omaha 401(k) Retir…$1.0BSignify North America Corporation 401(k) PlanSignify North America Corpor…$1.0BAlaska Airlines, Inc. Flight Attendant 401(k) PlanAlaska Airlines, Inc. Flight…$1.0BMaersk Savings Plan$1.0BHeico Savings and Investment PlanHeico Savings and Investment…$1.0B
End-of-year total assets ($B) among Mutual of Omaha 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$849M
Net Assets (End of Year)$1.0B
Net Income$169M
Employer EIN470246511
Plan Effective Date2019-01-01
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) Retirement Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 0246810 Total assets ($B) Participants Mutual of Omaha 401(k) Retirement Savings Plan, Total assets ($B): 1.017450258 · Participants: 5814Mutual of Omaha 401(k) Retirement 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) Retirement Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Mutual of Omaha 401(k) Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Mutual of Omaha 401(k) Retirement Savings Plan

Mutual of Omaha 401(k) Retirement Savings Plan reports $1.0B in end-of-year assets across 5,814 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $175,000 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $169M.

This plan identity (EIN 470246511, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $664M to $1.0B (+53.3%) while covered participants moved from 5,183 to 5,814 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,183 $664M Open filing
2023 5,584 $849M Open filing
2024 · index core 5,814 $1.0B This page

The same sponsor also keeps 2 other index-core plans on PlainRetire:

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

Outside Nebraska, the nearest 401(k) by assets is Signify North America Corporation 401(k) Plan in NJ ($1.0B); by covered participants it is Iss Facility Services 401(k) Savings Plan in TX (5,814 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,814 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) Retirement Savings Plan assets move in 2024? ▼
Mutual of Omaha 401(k) Retirement Savings Plan grew sharply - up 19.9% during 2024, from $849M to $1.0B. Reported net income was $169M.
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) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Mutual of Omaha 401(k) Retirement Savings Plan ranks in the 98th 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) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Signify North America Corporation 401(k) Plan in NJ ($1.0B, 2,729 participants).
Which 401(k) plans cover a similar participant headcount to Mutual of Omaha 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iss Facility Services 401(k) Savings Plan in TX (5,814 participants, $107M 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.