401(k) · DOL Form 5500 · 2023

Unitedhealth Group Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
1,291
Participants Near avg headcount
83rd
Percentile by assets National rank
$31,897
Avg per participant Low balance/head
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Official DOL plan name: Unitedhealth Group Ventures 401(k) Retirement Plan · Sponsored by Unitedhealth Group Ventures, LLC · Minnesota · Professional & Technical Services

$41M in assets, 1,291 participants

Unitedhealth Group Ventures, LLC's Unitedhealth Group Ventures 401(k) Retirement Plan reported $41M in total assets and 1,291 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,113 in Professional & Technical Services (20,321 peers)

Where Unitedhealth Group Ventures 401(k) Retirement Plan sits by assets

Unitedhealth Group Ventures 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $41M for 1,291 participants (~$31,897/participant), up 25.2% in 2023.

#17,113
in Professional & Technical Services (20,321 peers)
+25.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Unitedhealth Group Ventures 401(k) Retirement Plan's outsized position by total assets

Unitedhealth Group Ventures 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$41,178,428 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Unitedhealth Group Ventures 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unitedhealth Group Ventures 401(k) Retirement Plan lands in the large band (1,291 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unitedhealth Group Ventures 401(k) Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Unitedhealth Group Ventures 401(k) Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Unitedhealth Group Ventures 401(k) Retirement Plan reported participants fell from 1,639 in the plan year 2022 filing to 1,291 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463311984 · Unitedhealth Group Ventures, LLC PY 2023 · 401(k)

Unitedhealth Group Ventures 401(k) Retirement Plan · $41M · 1,291 · 83rd

  • EOY $41M
  • 5500 1,291
  • ASSETS 83rd
  • PCT 401(k)
  • EIN near Experity 401(k) Plan
  • RANK ind #17113

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Unitedhealth Group Ventures 401(k) Retirement Plan in the asset neighbourhood

Unitedhealth Group Ventures 401(k) Retirement PlanUnitedhealth Group Ventures …$41MExperity 401(k) Plan$41MVentera Corporation 401(k) PlanVentera Corporation 401(k) P…$41MThe Aleut Corporation 401(k) Retirement PlanThe Aleut Corporation 401(k)…$41MDelaware Park & Affiliates 401(k) PlanDelaware Park & Affiliates 4…$41M
End-of-year total assets ($M) among Unitedhealth Group Ventures 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$41M
Net Income$8M
Employer EIN463311984
Plan Effective Date2016-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unitedhealth Group Ventures, LLC)

Sponsor-wide plan assets over time

All Unitedhealth Group Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 50.576257362192024% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $32.9M $49.5M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 1,639 $33M
2023 1 1,291 $41M
2024 1 1,440 $50M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Unitedhealth Group Ventures 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Unitedhealth Group Ventures 401(k) Retirement Plan, Total assets ($B): 0.041178428 · Participants: 1291Unitedhealth Group Ventures 401(k) Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Unitedhealth Group Ventures 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Unitedhealth Group Ventures 401(k) Retirement Plan side-by-side with 3 peers →

Unitedhealth Group Ventures 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Experity 401(k) Plan in IL ($41M); by covered participants it is Wright-Patt Credit Union, Inc. 401(k) Plan and Trust in OH (1,291 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,291 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Unitedhealth Group Ventures 401(k) Retirement Plan assets move in 2023? ▼
Unitedhealth Group Ventures 401(k) Retirement Plan grew sharply - up 25.2% during 2023, from $33M to $41M. Reported net income was $8M.
How have Unitedhealth Group Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unitedhealth Group Ventures, LLC's sponsor-wide assets grew 50.6%, from $33M to $50M.
Where does Unitedhealth Group Ventures 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Unitedhealth Group Ventures 401(k) Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Unitedhealth Group Ventures 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Experity 401(k) Plan in IL ($41M, 644 participants).
Which 401(k) plans cover a similar participant headcount to Unitedhealth Group Ventures 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wright-Patt Credit Union, Inc. 401(k) Plan and Trust in OH (1,291 participants, $111M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463311984.

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.