401(k) · DOL Form 5500 · 2022
Unum Group 401(k) Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 9,051
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $201,462
- Avg per participant Above avg balance/head
Official DOL plan name: Unum Group 401(k) Retirement Plan · Sponsored by Unum Group · Maine · Finance & Insurance
$1.8B in assets, 9,051 participants
Unum Group's Unum Group 401(k) Retirement Plan reported $1.8B in total assets and 9,051 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,139 in Finance & Insurance (9,261 peers)
Coverage in Maine
Unum Group 401(k) Retirement Plan covers 9,051 participants in Maine, 19x the typical Maine plan (state average ~472 per filing). Assets: $1.8B.
- #9,139
- in Finance & Insurance (9,261 peers)
- -18.9%
- assets change YoY
- 18×
- vs typical plan assets (national mean)
The plan reported a net loss of $426M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Unum Group 401(k) Retirement Plan's outsized position by total assets
Unum Group 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,823,433,108 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Unum Group 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unum Group 401(k) Retirement Plan lands in the large band (9,051 participants).
DOL schedule card
Filing strip 621598430 · Unum Group PY 2022 · 401(k)
Unum Group 401(k) Retirement Plan · $1.8B · 9,051 · 99th
- PHOTO $1.8B
- IND 9,051
- EOY 99th
- 5500 401(k)
- ASSETS near Kohl's Inc. Savings Plan
- PCT ind #9139
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 Maine →
Unum Group 401(k) Retirement Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | -$426M |
| Employer EIN | 621598430 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unum Group)
Sponsor-wide plan assets over time
All Unum Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.8B 21.88574223929185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,596 | $3.2B |
| 2023 | 2 | 12,744 | $3.5B |
| 2024 | 2 | 12,338 | $3.8B |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Td 401(k) Retirement Plan $4.1B · 26,725
- Idexx Retirement and Incentive Savings Plan $834M · 6,436
- Hannaford Bros. Co., LLC Retirement Savings Plan $832M · 28,776
- The Cianbro Team Equity Plan $624M · 2,575
- L.L. Bean 401(k) Retirement Savings Plan $617M · 7,122
Scale composition for Unum Group 401(k) Retirement Plan
Unum Group 401(k) Retirement Plan reports $1.8B in end-of-year assets across 9,051 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $201,462 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2022 was -$426M.
This plan identity (EIN 621598430, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.8B to $2.5B (+36.0%) while covered participants moved from 9,051 to 9,451 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,051 | $1.8B | This page |
| 2023 | 9,604 | $2.2B | Open filing |
| 2024 · index core | 9,451 | $2.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Unum Group 401(k) Retirement Plan (401(k), $2.5B, 9,451 participants)
- Unum Group Pension Plan (Defined Benefit (Pension), $1.4B, 2,887 participants)
Unum Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is Kohl's Inc. Savings Plan in WI ($1.8B); by covered participants it is Optumcare Management, LLC 401(k) Retirement Savings Plan in MN (9,049 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- Kohl's Inc. Savings Plan (WI) $1.8B · 62,880
- General Dynamics Corporation 401(k) Plan for Represented Employees (VA) $1.8B · 17,018
- Agilent Technologies, Inc. 401(k) Plan (CA) $1.8B · 5,968
- Peter Kiewit Sons, Inc. Retirement Savings Plan (NE) $1.8B · 15,777
Similar participant headcount
Nearest other-state filings by covered participants (9,051 participants); asset peers above are excluded.
- Optumcare Management, LLC 401(k) Retirement Savings Plan (MN) 9,049 · 2 off
- Mattress Firm, Inc. 401(k) Plan (TX) 9,054 · 3 off
- Telephone and Data Systems, Inc. Tax-Deferred Savings Plan (WI) 9,047 · 4 off
- Wynn Resorts, Limited 401(k) Plan (NV) 9,041 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.