Defined Benefit (Pension) · DOL Form 5500 · 2024
Oneamerica Financial Partners Inc. Pension Plan
Data updated 2026-08-25
- $507M
- Total assets Above avg plan size
- 2,247
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $225,460
- Avg per participant Above avg balance/head
Official DOL plan name: American United Life Insurance Company Employees Retirement Plan and Trust · Sponsored by Oneamerica Financial Partners Inc. · Indiana · Finance & Insurance
$507M in assets, 2,247 participants
Oneamerica Financial Partners Inc.'s American United Life Insurance Company Employees Retirement Plan and Trust reported $507M in total assets and 2,247 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.
- #8,130 in Finance & Insurance (8,549 peers)
Coverage in Indiana
American United Life Insurance Company Employees Retirement Plan and Trust covers 2,247 participants in Indiana, 4.2x the typical Indiana plan (state average ~541 per filing). Assets: $507M.
- #8,130
- in Finance & Insurance (8,549 peers)
- +8.3%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
American United Life Insurance Company Employees Retirement Plan and Trust's outsized position by total assets
American United Life Insurance Company Employees Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$506,608,070 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
American United Life Insurance Company Employees Retirement Plan and Trust'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. American United Life Insurance Company Employees Retirement Plan and Trust lands in the large band (2,247 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American United Life Insurance Company Employees Retirement Plan and Trust reported net income fell from $58M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- American United Life Insurance Company Employees Retirement Plan and Trust reported participants rose from 2,002 in the plan year 2023 filing to 2,247 in the plan year 2024 filing.
- American United Life Insurance Company Employees Retirement Plan and Trust end-of-year assets rose from $468M in the plan year 2023 filing to $507M in the plan year 2024 filing.
DOL schedule card
Filing strip 352126602 · Oneamerica Financial Partners Inc. PY 2024 · Defined Benefit (Pension)
American United Life Insurance Company Employees Retirement Plan and Trust · $507M · 2,247 · 97th
- IND $507M
- IND 2,247
- IND 97th
- IND Defined Benefit (Pension)
- IND near Teamsters Retirement Pension Plan
- IND ind #8130
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 Indiana →
American United Life Insurance Company Employees Retirement Plan and Trust in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $468M |
|---|---|
| Net Assets (End of Year) | $505M |
| Net Income | $37M |
| Employer EIN | 352126602 |
| Plan Effective Date | 1948-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oneamerica Financial Partners Inc.)
Sponsor-wide plan assets over time
All Oneamerica Financial Partners Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $507M 23.80488340559023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,946 | $409M |
| 2023 | 1 | 2,002 | $468M |
| 2024 | 1 | 2,247 | $507M |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Lilly Retirement Plan $11.8B · 19,897
- Cummins Pension Plan $3.2B · 30,640
- Indiana Laborers Pension Fund $1.8B · 11,039
- Elevance Health Cash Balance Plan a $1.2B · 7,552
- Nisource Pension Plan $1.0B · 2,133
American United Life Insurance Company Employees Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is Teamsters Retirement Pension Plan in MN ($506M); by covered participants it is Ohio Farmers Insurance Company Pension Plan in OH (2,247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($507M here).
- Teamsters Retirement Pension Plan (MN) $506M · 1,305
- Barclays Pension Plan (NY) $506M · 370
- Anheuser-Busch Defined Benefit Plan (MO) $508M · 1,517
- Daimler Truck North America Pension Plan (OR) $505M · 1,558
Similar participant headcount
Nearest other-state filings by covered participants (2,247 participants); asset peers above are excluded.
- Ohio Farmers Insurance Company Pension Plan (OH) 2,247 · 0 off
- Wec Energy Group Retirement Account Plan (WI) 2,252 · 5 off
- Regions Financial Corporation Retirement Plan for Associates (AL) 2,240 · 7 off
- Teamsters Negotiated Pension Plan (MO) 2,256 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.