401(k) · DOL Form 5500 · 2024

Omaha National Group, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
237
Participants Below avg headcount
58th
Percentile by assets National rank
$47,643
Avg per participant Low balance/head
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Official DOL plan name: Omaha National Group Retirement Plan · Sponsored by Omaha National Group, Inc. · Nebraska · Finance & Insurance

$11M in assets, 237 participants

Omaha National Group, Inc.'s Omaha National Group Retirement Plan reported $11M in total assets and 237 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,613 in Finance & Insurance (8,549 peers)

Coverage in Nebraska

Omaha National Group Retirement Plan covers 237 participants in Nebraska, about 43% of the average Nebraska filer (state average ~552 per filing). Assets: $11M.

#3,613
in Finance & Insurance (8,549 peers)
+32.2%
assets growth YoY

Omaha National Group Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Omaha National Group Retirement Plan vs every filed plan by assets

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

$11,291,411 Top 42% higher than 58% 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

Omaha National Group Retirement 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. Omaha National Group Retirement Plan sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Omaha National Group Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Omaha National Group Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Omaha National Group Retirement Plan reported participants rose from 226 in the plan year 2023 filing to 237 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 812982871 · Omaha National Group, Inc. PY 2024 · 401(k)

Omaha National Group Retirement Plan · $11M · 237 · 58th

  • TYPE $11M
  • TYPE 237
  • TYPE 58th
  • TYPE 401(k)
  • TYPE near Vicarious Surgical Inc. 401(k) Plan
  • TYPE ind #3613

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 →

Omaha National Group Retirement Plan in the asset neighbourhood

Omaha National Group Retirement PlanOmaha National Group Retirem…$11MVicarious Surgical Inc. 401(k) PlanVicarious Surgical Inc. 401(…$11MDivision a Annuity Fund$11MKinplex 401(k) Plan$11MThe 401(k) Profit Sharing Plan of the Commercial Club of ChicagoThe 401(k) Profit Sharing Pl…$11M
End-of-year total assets ($M) among Omaha National Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN812982871
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Omaha National Group, Inc.)

Sponsor-wide plan assets over time

All Omaha National Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 85.79439556821382% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.08M $11.3M ▲ +85.7%
Year Plans Participants Total Assets
2022 1 189 $6M
2023 1 226 $9M
2024 1 237 $11M

Nearby 401(k) Plans in Nebraska

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

Omaha National Group Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Omaha National Group Retirement Plan, Total assets ($B): 0.011291411 · Participants: 237Omaha National Group Retirement 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
Omaha National Group Retirement Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Omaha National Group Retirement Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Vicarious Surgical Inc. 401(k) Plan in MA ($11M); by covered participants it is Mesa Global 401(k) Retirement Plan in NC (237 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Omaha National Group Retirement Plan assets move in 2024? ▼
Omaha National Group Retirement Plan surged - up 32.2% during 2024, from $9M to $11M. Reported net income was $3M.
How have Omaha National Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Omaha National Group, Inc.'s sponsor-wide assets grew 85.8%, from $6M to $11M.
Which 401(k) plans are similar in size to Omaha National Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vicarious Surgical Inc. 401(k) Plan in MA ($11M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Omaha National Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Global 401(k) Retirement Plan in NC (237 participants, $8M 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 812982871.

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.