Ameritas Retirement Plans

Third-Party Administrator

Lincoln, NE

About Ameritas Retirement Plans

<p>Retirement plan administration and related financial services, with a focus on recordkeeping and compliance support. Ameritas Retirement Plans works with employers that sponsor workplace retirement programs and need day-to-day plan administration handled accurately.</p> <p>Founded in 1887, the company is headquartered in Lincoln in the Lincoln metro area and serves plan sponsors across the Midwest and nationwide. Ameritas reports 10,300 clients and $19.0B in assets under management (2025) and has about 690 employees.</p> <p>Compared with firms that primarily sell investments, Ameritas is built around administration and ongoing compliance work, which can be helpful for sponsors that want a single provider for routine plan operations.</p> <ul> <li>Retirement plan recordkeeping</li> <li>Compliance testing and reporting support</li> <li>Ongoing plan administration for employer-sponsored plans</li> <li>Workplace retirement plan provider option for plan sponsors evaluating <a href="/retirement-plans">retirement plan providers</a></li> </ul>

Website: https://ameritas.com

Founded: 1887

Employees: 690

Office Locations

  • Lincoln, NE (Headquarters)

Services Offered

  • Compliance Services
  • Recordkeeping

Client Statistics (2025)

  • Total Clients: 10,724
  • Total AUM: $19.0B
  • Total Participants: 404,290

Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
NATIONAL ELECTRICAL BENEFIT FUND TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND, MD $19.3B 343,794
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN UNITED AIRLINES, INC., IL $16.8B 17,444
EDISON 401(K) SAVINGS PLAN SOUTHERN CALIFORNIA EDISON COMPANY, CA $6.3B 13,749
JETBLUE AIRWAYS RETIREMENT PLAN JETBLUE AIRWAYS CORPORATION, NY $5.4B 23,089
PMG SERVICES, INC. THRIFT AND PROFIT SHARING PLAN PMG SERVICES, INC., FL $1.8B 8,140
401(k) Retirement Plan Healthcare Sponsor, MO $1.7B 2,390
401(k) Retirement Plan Manufacturing Sponsor, PA $1.6B 11,741
401(k) Retirement Plan Professional Services Sponsor, NY $1.1B 12,956
401(k) Retirement Plan Technology Sponsor, OH $1.1B 4,421

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