401(k) · DOL Form 5500 · 2024

Unitedhealth Group Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
1,440
Participants Near avg headcount
84th
Percentile by assets National rank
$34,384
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

$50M in assets, 1,440 participants

Unitedhealth Group Ventures, LLC's Unitedhealth Group Ventures 401(k) Retirement Plan reported $50M in total assets and 1,440 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,114 in Professional & Technical Services (20,173 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, $50M for 1,440 participants (~$34,384/participant), up 20.2% in 2024.

#17,114
in Professional & Technical Services (20,173 peers)
+20.2%
assets growth YoY
0.5×
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 2024 · DOL Form 5500

$49,513,283 Top 16% higher than 84% of 123,620 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 2024

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

Plan-year 2024 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 (1,440 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unitedhealth Group Ventures 401(k) Retirement Plan end-of-year assets rose from $41M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Unitedhealth Group Ventures 401(k) Retirement Plan reported participants rose from 1,291 in the plan year 2023 filing to 1,440 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 463311984 · Unitedhealth Group Ventures, LLC PY 2024 · 401(k)

Unitedhealth Group Ventures 401(k) Retirement Plan · $50M · 1,440 · 84th

  • TYPE $50M
  • NET 1,440
  • BOOK 84th
  • VS-ST 401(k)
  • BOY near Research Innovations Inc. Retirement Plan
  • SCH ind #17114

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

American Heritage Federal Credit Union 401(k) Plan and TrustAmerican Heritage Federal Cr…$50MUnitedhealth Group Ventures 401(k) Retirement PlanUnitedhealth Group Ventures …$50MResearch Innovations Inc. Retirement PlanResearch Innovations Inc. Re…$50MGuttmacher Institute Retirement PlanGuttmacher Institute Retirem…$50MExos Retirement Plan$50M
End-of-year total assets ($M) among Unitedhealth Group Ventures 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$50M
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 -20020406080 Total assets ($B) Participants Unitedhealth Group Ventures 401(k) Retirement Plan, Total assets ($B): 0.049513283 · Participants: 1440Unitedhealth Group Ventures 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.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 Research Innovations Inc. Retirement Plan in VA ($50M); by covered participants it is Tetra Technologies, Inc. 401(k) Retirement Plan in TX (1,440 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,440 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Unitedhealth Group Ventures 401(k) Retirement Plan grew sharply - up 20.2% during 2024, from $41M to $50M. 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 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Research Innovations Inc. Retirement Plan in VA ($50M, 324 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 Tetra Technologies, Inc. 401(k) Retirement Plan in TX (1,440 participants, $100M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.