Defined Benefit (Pension) · DOL Form 5500 · 2024
First National Bank of Omaha Pension Plan
Data updated 2026-08-11
- $281M
- Total assets
- 809
- Participants
- 96th
- Percentile by assets
- $347,906
- Avg per participant
Official DOL plan name: First National Bank of Omaha Pension Plan · Sponsored by First National Bank of Omaha · Nebraska · Finance & Insurance
$281M in assets, 809 participants
First National Bank of Omaha's First National Bank of Omaha Pension Plan reported $281M in total assets and 809 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #7,926 in Finance & Insurance (8,549 peers)
Where First National Bank of Omaha Pension Plan sits by assets
First National Bank of Omaha Pension Plan sits in the top 5% of all filed plans by assets, $281M for 809 participants (~$347,906/participant), down 4.2% in 2024.
- $281M
- total plan assets (2024 EOY)
- 809
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $347,906
- 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.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- First National Bank of Omaha Pension Plan reported net income fell from $16M in the plan year 2023 filing to -$12M in the plan year 2024 filing.
- First National Bank of Omaha Pension Plan reported participants fell from 852 in the plan year 2023 filing to 809 in the plan year 2024 filing.
- First National Bank of Omaha Pension Plan end-of-year assets fell from $294M in the plan year 2023 filing to $281M in the plan year 2024 filing.
First National Bank of Omaha Pension Plan vs the 2024 asset distribution
By assets, First National Bank of Omaha Pension Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $294M |
|---|---|
| Net Assets (End of Year) | $281M |
| Net Income | -$12M |
| Employer EIN | 470259043 |
| Plan Effective Date | 1952-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First National Bank of Omaha)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 888 | $278M |
| 2023 | 1 | 852 | $294M |
| 2024 | 1 | 809 | $281M |
Nearby Defined Benefit (Pension) Plans in Nebraska
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
First National Bank of Omaha Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
- Berkshire Hathaway Consolidated Pension Plan $5.2B · 9,020
- Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates $4.1B · 3,382
- Mutual of Omaha Retirement Income Plan $960M · 415
- Retirement Plan for Employees and Representatives of Woodmenlife $828M · 257
- The Restated Ag Processing Inc Retirement Plan $379M · 1,105
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to First National Bank of Omaha Pension Plan by total assets, not by location.
- Oakwood Healthcare, Inc. Cash Balance Plan (MI) $282M · 1,874
- United Association Local 7 Pension Plan (NY) $281M · 853
- Oge Energy Corp. Retirement Plan (OK) $281M · 755
- The Christ Hospital Pension Plan (OH) $281M · 1,396
Frequently Asked Questions
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Ways to act on First National Bank of Omaha Pension Plan's numbers.
- By total assets, First National Bank of Omaha Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Nebraska. Compare plans
- First National Bank of Omaha's sponsor-wide assets have grown 1.4% since 2022 across 3 plan years on file. More Finance & Insurance plans