Omaha (NE) School — assets, returns and funding
Pensions: all tracked plans · Australian super in numbers · Private market performance · the PE statistics · what plans disclose · where they diverge
Omaha (NE) School (Nebraska) reported $1.7bn of assets for fiscal year 2024, a one-year investment return of 19.7%, and was 59.8% funded — in the strained sub-60% range.
| Total assets (FY 2024) | $1.7bn |
| 1-year return | 19.7% |
| 5-year return (annualised) | 8.5% |
| 10-year return (annualised) | 5.9% |
| Funded ratio (GASB) | 59.8% |
How the money is invested (asset allocation)
Omaha (NE) School held 58.0% of its assets in public equities and 29.7% in fixed income (bonds) for fiscal year 2024 — the largest of 5 sleeves it reports, with the rest below:
| Public equities | 58.0% |
| Fixed income (bonds) | 29.7% |
| Private equity | 6.2% |
| Real estate | 5.7% |
| Hedge funds | 0.4% |
Compare Omaha (NE) School with similar plans
The plans most worth reading Omaha (NE) School against — similar in size, or invested in the same managers — side by side, each with its own page for the detail:
| Plan | Assets | 1-yr return | Funded ratio | Why comparable |
|---|---|---|---|---|
| Nebraska Schools | $18.5bn | 11.7% | 102.1% | Same state — Nebraska |
| Nebraska State | $2.4bn | 14.6% | 100.7% | Same state — Nebraska |
| Omaha (NE) Police and Fire | $1.0bn | 5.9% | 58.2% | Same state — Nebraska |
| Omaha (NE) ERS | $275m | 5.9% | 54.0% | Same state — Nebraska |
| Nebraska County | $0k | 14.6% | 101.8% | Same state — Nebraska |
| Milwaukee County (WI) ERS | $1.7bn | 8.7% | 70.4% | Similar size |
Questions this page answers
How much does Omaha (NE) School have in assets?
Omaha (NE) School reported $1.7bn in total assets for fiscal year 2024, as compiled by the Public Plans Database.
What return did Omaha (NE) School make on its investments?
Omaha (NE) School reported a 19.7% one-year investment return for fiscal year 2024, and 5.9% a year over the past ten years, per the Public Plans Database.
Is Omaha (NE) School fully funded?
Omaha (NE) School was 59.8% funded for fiscal year 2024 — in the strained range, near 60% or below. US public plans face no federal funding minimum, and actuaries add that the trend matters more than any single line (Public Plans Database).
How is Omaha (NE) School's money invested?
Omaha (NE) School held 58.0% of its assets in public equities and 29.7% in fixed income (bonds), its largest sleeves for fiscal year 2024 (Public Plans Database).
See also: all tracked plans · how the private-equity funds these plans invest in have actually performed, from the plans' own disclosures: private market performance, and where plans' numbers diverge on the same fund.