401(k) · DOL Form 5500 · 2024
Unum Group 401(k) Plan
Data updated 2026-08-25
- $2.5B
- Total assets Very large vs avg
- 9,451
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $262,401
- Avg per participant High balance/head
Official DOL plan name: Unum Group 401(k) Retirement Plan · Sponsored by Unum Group · Maine · Finance & Insurance
$2.5B in assets, 9,451 participants
Unum Group's Unum Group 401(k) Retirement Plan reported $2.5B in total assets and 9,451 participants in its 2024 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.
- #8,434 in Finance & Insurance (8,549 peers)
Coverage in Maine
Unum Group 401(k) Retirement Plan covers 9,451 participants in Maine, 20x the typical Maine plan (state average ~472 per filing). Assets: $2.5B.
- #8,434
- in Finance & Insurance (8,549 peers)
- +14.6%
- assets growth YoY
- 25×
- vs typical plan assets (national mean)
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 2024 · DOL Form 5500
$2,479,947,647 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Unum Group 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. Unum Group 401(k) Retirement Plan lands in the large band (9,451 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Unum Group 401(k) Retirement Plan end-of-year assets rose from $2.2B in the plan year 2023 filing to $2.5B in the plan year 2024 filing.
- Unum Group 401(k) Retirement Plan reported net income fell from $340M in the plan year 2023 filing to $316M in the plan year 2024 filing.
- Unum Group 401(k) Retirement Plan reported participants fell from 9,604 in the plan year 2023 filing to 9,451 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 621598430 · Unum Group PY 2024 · 401(k)
Unum Group 401(k) Retirement Plan · $2.5B · 9,451 · 99th
- TYPE $2.5B
- TYPE 9,451
- TYPE 99th
- TYPE 401(k)
- TYPE near US Foods 401(k) Plan
- TYPE ind #8434
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) | $2.5B |
| Net Income | $316M |
| 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 $6.0B · 31,654
- Idexx Retirement and Incentive Savings Plan $1.2B · 6,776
- Hannaford Bros. Co. 401(k) Plan $1.1B · 29,915
- Ahold Delhaize USA Services 401(k) Plan $1.0B · 3,012
- The Cianbro Team Equity Plan $806M · 2,833
Scale composition for Unum Group 401(k) Retirement Plan
Unum Group 401(k) Retirement Plan reports $2.5B in end-of-year assets across 9,451 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $262,401 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2024 was $316M.
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 | Open filing |
| 2023 | 9,604 | $2.2B | Open filing |
| 2024 · index core | 9,451 | $2.5B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- 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 US Foods 401(k) Plan in IL ($2.5B); by covered participants it is Hellofresh 401(k) Retirement Savings Plan in NY (9,452 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.5B here).
- US Foods 401(k) Plan (IL) $2.5B · 27,135
- Compass Group Retirement Plan (NC) $2.5B · 244,875
- Western Digital Corporation 401(k) Plan (CA) $2.5B · 6,558
- Precision Castparts Corp. 401(k) Retirement Savings Plan (OR) $2.5B · 17,047
Similar participant headcount
Nearest other-state filings by covered participants (9,451 participants); asset peers above are excluded.
- Hellofresh 401(k) Retirement Savings Plan (NY) 9,452 · 1 off
- Advanced Micro Devices, Inc. Retirement Savings Plan (TX) 9,481 · 30 off
- Huntington Ingalls Industries Financial Security and Savings Program (VA) 9,483 · 32 off
- Altec, Inc. Retirement Savings Plan (AL) 9,486 · 35 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.