Defined Benefit (Pension) · DOL Form 5500 · 2024
Mutual of Omaha Insurance Company Pension Plan
Data updated 2026-08-25
- $960M
- Total assets Above avg plan size
- 415
- Participants Below avg headcount
- 98th
- Percentile by assets National rank
- $2.3M
- Avg per participant High balance/head
Official DOL plan name: Mutual of Omaha Retirement Income Plan · Sponsored by Mutual of Omaha Insurance Company · Nebraska · Finance & Insurance
$960M in assets, 415 participants
Mutual of Omaha Insurance Company's Mutual of Omaha Retirement Income Plan reported $960M in total assets and 415 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.
- #8,292 in Finance & Insurance (8,549 peers)
Where Mutual of Omaha Retirement Income Plan sits by assets
Mutual of Omaha Retirement Income Plan sits in the top 5% of all filed plans by assets, $960M for 415 participants (~$2.3M/participant), down 1.9% in 2024.
- #8,292
- in Finance & Insurance (8,549 peers)
- -1.9%
- assets change YoY
- 9.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mutual of Omaha Retirement Income Plan's outsized position by total assets
Mutual of Omaha Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$960,447,908 Top 2% higher than 98% 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
Mutual of Omaha Retirement Income 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. Mutual of Omaha Retirement Income Plan sits mid-pack in the medium band (415 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mutual of Omaha Retirement Income Plan reported participants fell from 504 in the plan year 2023 filing to 415 in the plan year 2024 filing.
- Mutual of Omaha Retirement Income Plan end-of-year assets fell from $979M in the plan year 2023 filing to $960M in the plan year 2024 filing.
- Mutual of Omaha Retirement Income Plan reported net income fell from -$19M in the plan year 2023 filing to -$19M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 470246511 · Mutual of Omaha Insurance Company PY 2024 · Defined Benefit (Pension)
Mutual of Omaha Retirement Income Plan · $960M · 415 · 98th
- TYPE $960M
- TYPE 415
- TYPE 98th
- TYPE Defined Benefit (Pension)
- TYPE near Pitney Bowes Pension Plan
- TYPE ind #8292
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 Retirement Income Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $979M |
|---|---|
| Net Assets (End of Year) | $960M |
| Net Income | -$19M |
| Employer EIN | 470246511 |
| Plan Effective Date | 1938-02-12 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,331 | $2.2B |
| 2023 | 3 | 6,547 | $2.4B |
| 2024 | 3 | 6,564 | $2.5B |
Nearby Defined Benefit (Pension) Plans in Nebraska
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Berkshire Hathaway Consolidated Pension Plan $5.2B · 9,020
- Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates $4.1B · 3,382
- Retirement Plan for Employees and Representatives of Woodmenlife $828M · 257
- The Restated Ag Processing Inc Retirement Plan $379M · 1,105
- Omaha Construction Industry Pension Plan $356M · 1,402
Mutual of Omaha Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Pitney Bowes Pension Plan in CT ($959M); by covered participants it is Kloeckner Metals Defined Benefit Plan in GA (415 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($960M here).
- Pitney Bowes Pension Plan (CT) $959M · 858
- Pipefitters Union Local No. 537 Pension Fund (MA) $962M · 2,310
- Shands Healthcare Pension Plan II (FL) $958M · 2,264
- Employees' Cash Balance Plan of Atlantic Health System, Inc. (NJ) $965M · 5,100
Similar participant headcount
Nearest other-state filings by covered participants (415 participants); asset peers above are excluded.
- Kloeckner Metals Defined Benefit Plan (GA) 415 · 0 off
- Sheppard, Mullin, Richter & Hampton LLP Cash Balance Pension Plan (CA) 415 · 0 off
- Peachtree Orthopedics Pension Plan (GA) 415 · 0 off
- Sunbeam Television Corporation Retirement Plan (FL) 414 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.