401(k) · DOL Form 5500 · 2022
Unum Group 401(k) Plan
Data updated 2026-08-06
- $1.8B
- Total assets
- 9,051
- Participants
- 99th
- Percentile by assets
- $201,462
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #9,145 in Finance & Insurance (9,267 peers)
Coverage in Maine
Unum Group 401(k) Retirement Plan covers 9,051 participants in Maine, 19x the typical Maine plan (state average ~486 per filing). Assets: $1.8B.
- $1.8B
- total plan assets (2022 EOY)
- 9,051
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $201,462
- avg assets per participant
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.
Participants vs Maine filers
In Maine, the average filing covers about 486 participants across 529 plans. Unum Group 401(k) Retirement Plan reports 9,051 participants - 19x that state average ($1.8B EOY assets).
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)
| 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.
Unum Group 401(k) Retirement Plan vs. nearby 401(k) plans in Maine, assets vs. participants
- 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 (0.016% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Unum Group 401(k) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Unum Group 401(k) Retirement Plan assets move in 2022? ▼
How have Unum Group plan assets changed over time? ▼
Where does Unum Group 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Unum Group 401(k) Retirement Plan? ▼
Next read for Unum Group 401(k) Retirement Plan
Filing takeaways
Ways to act on Unum Group 401(k) Retirement Plan's numbers.
- By total assets, Unum Group 401(k) Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Maine. Compare plans
- Unum Group's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Finance & Insurance plans