State retirement profile · Form 5500

Retirement Plans in Nebraska

Employer-sponsored 401(k), pension, and other retirement plans headquartered in Nebraska, drawn from DOL Form 5500 filings (plan year 2024).

Data updated 2026-05-15

728
Plans
$59.0B
Total assets
#30
By assets

The state in one line

Nebraska hosts 728 employer-sponsored retirement plans holding $59.0B for 417,171 participants, the 30th-largest state by plan assets.

$59.0B
total plan assets
728
employer plans
$141,388
avg assets per participant
84%
of plans are 401(k)s
Total Plans
728
401(k) Plans
609
Participants
417,171
Total Assets
$59.0B

What the Form 5500 Data Shows for Nebraska

Nebraska: 728 employer-sponsored plans (609 401(k)), $59.0B aggregate assets, 417,171 participants. Average plan: $81M; largest is Hdr, Inc. Best Plan and ESOP at $7.7B. DOL Form 5500 methodology + HQ-vs-residence caveats →

A state total like this counts every plan whose sponsor lists a headquarters address in the state on its Form 5500 filing, so the figure reflects where employers are based rather than where their workers live or where the money is ultimately invested. A handful of very large sponsors, a national retailer, a bank, a multi-employer union fund, can dominate a single state's asset total, which is why the average plan size and the largest-plan name matter as much as the headline number. Smaller plans, those with fewer than one hundred participants, file a simplified schedule and are exempt from independent audit, so part of any state total rests on sponsor attestation rather than auditor confirmation. Treat these aggregates as a structural picture of the state's private retirement economy, not as a measure of any single worker's benefit or account.

Largest Plans in Nebraska

# Plan Name Type Participants Total Assets
1 Hdr, Inc. Best Plan and ESOP 401(k) 11,460 $7.7B
2 Berkshire Hathaway Consolidated Pension Plan Defined Benefit (Pension) 9,020 $5.2B
3 Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates Defined Benefit (Pension) 3,382 $4.1B
4 Peter Kiewit Sons, Inc. Retirement Savings Plan 401(k) 17,030 $2.8B
5 Union Pacific Agreement Employee 401(k) Retirement Thrift Plan 401(k) 28,813 $2.4B
6 Union Pacific Corporation Thrift Plan 401(k) 5,350 $2.3B
7 First National of Nebraska, Inc. First Savings Plan 401(k) 4,950 $1.0B
8 Mutual of Omaha 401(k) Retirement Savings Plan 401(k) 5,814 $1.0B
9 Mutual of Omaha Retirement Income Plan Defined Benefit (Pension) 415 $960M
10 Bryan Health Retirement Savings Plan 401(k) 7,214 $927M
11 Nebraska Medicine Retirement Plan - Base and Matching Contributions Profit Sharing 9,842 $919M
12 Retirement Plan for Employees and Representatives of Woodmenlife Defined Benefit (Pension) 257 $828M
13 Ameritas 401(k) Retirement Plan 401(k) 2,526 $822M
14 Nelnet 401(k) Plan 401(k) 7,953 $755M
15 Nebraska Medicine Retirement Plan - Employee Contributions Profit Sharing 9,842 $751M
16 Methodist Health System 401(k) Plan 401(k) 8,480 $706M
17 Retirement Plan of Creighton University Profit Sharing 3,534 $684M
18 Valmont Employee Retirement Savings Plan 401(k) 6,155 $665M
19 Aci Worldwide Corp 401(k) Plan 401(k) 1,190 $612M
20 National Indemnity Company Employee Retirement and Savings Plan 401(k) 3,077 $600M
21 Kutak Rock LLP 401(k) Profit Sharing Plan 401(k) 1,009 $536M
22 Mutual of Omaha 401(k) Long-Term Savings Plan 401(k) 335 $516M
23 Medical Solutions 401(k) Plan 401(k) 15,775 $496M
24 Children's Hospital & Medical Center 403(b) Plan Profit Sharing 3,616 $457M
25 Duncan Aviation, Inc. 401(k) Retirement Plan 401(k) 2,914 $446M

Nearby States by Retirement Plan Footprint

States ranked adjacent to Nebraska by total retirement plan assets.

Compare Nebraska side-by-side with 3 peer states →

Frequently Asked Questions

How many retirement plans are in Nebraska? ▼
Nebraska has 728 employer-sponsored retirement plans as reported in 2024 DOL Form 5500 filings, including 609 401(k) plans.
What are the total retirement plan assets in Nebraska? ▼
Retirement plans in Nebraska hold $59.0B in total assets, covering 417,171 participants. The average plan holds $81M in assets.
What is the largest retirement plan in Nebraska? ▼
The largest retirement plan in Nebraska is Hdr, Inc. Best Plan and ESOP with $7.7B in total assets and 11,460 participants.
How does Nebraska compare to other states for retirement plans? ▼
You can compare Nebraska's retirement plan statistics against all 50 states on the States page. Rankings are based on total assets, plan count, and participant coverage from DOL Form 5500 data.

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Understanding Form 5500

Source: U.S. Department of Labor, EBSA Form 5500 public disclosure dataset. Shows the top 25 plans by total assets headquartered in Nebraska, out of 122,942 ERISA-covered plans nationally. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - state is the plan sponsor's headquarters state as recorded on the Form 5500 filing.

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.

Why Form 5500 Data Matters for Retirement Planning

Form 5500 is the annual return that virtually every private-sector retirement plan in the United States files with the Department of Labor. The filing covers funding, participant counts, plan investments, fees, service providers, and corrective contributions. Because the data is collected for regulatory oversight rather than marketing, it is one of the most consistent windows into the retirement economy: the same questions are asked of plans across all industries and all states, year after year. That consistency makes it possible to compare plans, sponsors, and markets on equal footing, a kind of comparability that voluntary survey data and vendor brochures cannot provide.

PlainRetire reorganizes the Form 5500 universe so a participant, employer, or analyst can ask everyday questions of the dataset without reading thousands of pages of agency documentation. Browsing by state surfaces concentration patterns: where pension assets sit, which states host the largest 401(k) sponsors, where retirement coverage trails the national average. Browsing by industry reveals the structural difference between sectors that historically relied on defined-benefit pensions and sectors that adopted defined-contribution plans early. Browsing by plan size highlights both the largest sponsors, typically Fortune 500 employers and multi-employer Taft–Hartley funds, and the long tail of small plans that collectively cover millions of workers.

What This Hub Page Aggregates

Each hub page on PlainRetire is a navigable index into the underlying database. The page shows summary counts, the most recent Form 5500 vintage, and direct links to individual plan detail pages. Detail pages carry the canonical filings, schedules where applicable, and audit trail back to the DOL's EFAST2 disclosure portal. Where the underlying dataset supports it, hub pages also expose key aggregates: total participant counts, aggregate assets, plan-type breakdowns (401(k), pension, profit-sharing, ESOP), and changes over the most recent reporting period.

Plan data is updated as DOL releases new annual Form 5500 datasets. Filings have a roughly seven-month lag from plan year end, so the most recent vintage typically reflects the previous full calendar year. This lag is inherent to the disclosure regime, plans are given time to gather audit reports and service-provider statements, and PlainRetire reflects the timing transparently rather than backfilling estimates.

Reading the Data With Appropriate Caveats

Aggregate numbers are useful for trend-spotting and structural comparison; they are less useful for decisions about a specific plan. The participant count for a state, for instance, includes both very large plans (which dominate the total) and very small plans (which influence median but not mean). When evaluating a specific employer's plan, drill into the plan detail page and consider plan-type, asset-mix, fee structure, and audit history, these details are flattened in any hub-level aggregate. Where regulatory updates change the categorization of a plan, PlainRetire preserves the historical filing alongside the most recent one so longitudinal analyses remain valid.