Defined Benefit (Pension) · DOL Form 5500 · 2024

First National Bank of Omaha Pension Plan

Data updated 2026-08-25

$281M
Total assets Near avg plan size
809
Participants Near avg headcount
96th
Percentile by assets National rank
$347,906
Avg per participant High balance/head
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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.

  • #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.

#7,926
in Finance & Insurance (8,549 peers)
-4.2%
assets change YoY
2.8×
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.

First National Bank of Omaha Pension Plan's outsized position by total assets

First National Bank of Omaha Pension Plan vs every filed plan by assets

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

$281,455,765 Top 4% higher than 96% 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

First National Bank of Omaha Pension 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. First National Bank of Omaha Pension Plan sits mid-pack in the medium band (809 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 470259043 · First National Bank of Omaha PY 2024 · Defined Benefit (Pension)

First National Bank of Omaha Pension Plan · $281M · 809 · 96th

  • ASSETS $281M
  • PCT 809
  • EIN 96th
  • RANK Defined Benefit (Pension)
  • PHOTO near Oakwood Healthcare, Inc. Cash Balance Plan
  • IND ind #7926

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 →

First National Bank of Omaha Pension Plan in the asset neighbourhood

Oakwood Healthcare, Inc. Cash Balance PlanOakwood Healthcare, Inc. Cas…$282MFirst National Bank of Omaha Pension PlanFirst National Bank of Omaha…$281MUnited Association Local 7 Pension PlanUnited Association Local 7 P…$281MOge Energy Corp. Retirement PlanOge Energy Corp. Retirement …$281MThe Christ Hospital Pension PlanThe Christ Hospital Pension …$281M
End-of-year total assets ($M) among First National Bank of Omaha Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$294M
Net Assets (End of Year)$281M
Net Income-$12M
Employer EIN470259043
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First National Bank of Omaha)

Sponsor-wide plan assets over time

All First National Bank of Omaha plans reported in each filing year

Latest sponsor-wide plan assets
$281M 1.3594167527330758% vs 2022
2024 filing year
$275M$280M$285M$290M$295M$300M 202220232024 $278M $281M ▲ +1.4%
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 Scatter plot of 6 data points. -20000200040006000800010000 0246 Total assets ($B) Participants First National Bank of Omaha Pension Plan, Total assets ($B): 0.281455765 · Participants: 809First National Bank of Omaha Pension PlanBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 5.15539935 · Participants: 9020Berkshire Hathaway Consolidated Pension PlanPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.052923429 · Participants: 3382Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesMutual of Omaha Retirement Income Plan, Total assets ($B): 0.960447908 · Participants: 415Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.827522361 · Participants: 257Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.379187928 · Participants: 1105The Restated Ag Processing Inc Retirement Plan
First National Bank of Omaha Pension Plan vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare First National Bank of Omaha Pension Plan side-by-side with 3 peers →

First National Bank of Omaha Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Oakwood Healthcare, Inc. Cash Balance Plan in MI ($282M); by covered participants it is Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan in KY (809 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($281M here).

Similar participant headcount

Nearest other-state filings by covered participants (809 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 First National Bank of Omaha Pension Plan assets move in 2024? ▼
First National Bank of Omaha Pension Plan edged down modestly - down 4.2% during 2024, from $294M to $281M. Reported net income was -$12M.
How have First National Bank of Omaha plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First National Bank of Omaha's sponsor-wide assets grew 1.4%, from $278M to $281M.
Where does First National Bank of Omaha Pension Plan rank by assets among Form 5500 filers? ▼
First National Bank of Omaha Pension Plan ranks in the 96th 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 Defined Benefit (Pension) plans are similar in size to First National Bank of Omaha Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oakwood Healthcare, Inc. Cash Balance Plan in MI ($282M, 1,874 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to First National Bank of Omaha Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan in KY (809 participants, $117M 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 470259043.

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.