Defined Benefit (Pension) · DOL Form 5500 · 2024

Unum Group Pension Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
2,887
Participants Above avg headcount
99th
Percentile by assets National rank
$472,919
Avg per participant High balance/head
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Official DOL plan name: Unum Group Pension Plan · Sponsored by Unum Group · Maine · Finance & Insurance

$1.4B in assets, 2,887 participants

Unum Group's Unum Group Pension Plan reported $1.4B in total assets and 2,887 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.

  • #8,361 in Finance & Insurance (8,549 peers)

Coverage in Maine

Unum Group Pension Plan covers 2,887 participants in Maine, 6.1x the typical Maine plan (state average ~472 per filing). Assets: $1.4B.

#8,361
in Finance & Insurance (8,549 peers)
+5.0%
assets growth YoY
14×
vs typical plan assets (national mean)

The plan reported a net loss of $54M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unum Group Pension Plan's outsized position by total assets

Unum Group Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,365,318,540 Top 1% higher than 99% 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

Unum Group Pension 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 Pension Plan lands in the large band (2,887 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unum Group Pension Plan reported net income fell from -$12M in the plan year 2023 filing to -$54M in the plan year 2024 filing.
  • Unum Group Pension Plan reported participants fell from 3,140 in the plan year 2023 filing to 2,887 in the plan year 2024 filing.
  • Unum Group Pension Plan end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 621598430 · Unum Group PY 2024 · Defined Benefit (Pension)

Unum Group Pension Plan · $1.4B · 2,887 · 99th

  • IND $1.4B
  • IND 2,887
  • IND 99th
  • IND Defined Benefit (Pension)
  • IND near Heating, Piping and Refrigeration Pension Fd Pension Fund
  • IND ind #8361

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 Pension Plan in the asset neighbourhood

Unum Group Pension Plan$1.4BEmployee Retirement Income Plan - Hourly EastEmployee Retirement Income P…$1.4BNysa-Ila Pension Trust Fund & PlanNysa-Ila Pension Trust Fund …$1.4BHeating, Piping and Refrigeration Pension Fd Pension FundHeating, Piping and Refriger…$1.4BWilliams Pension Plan$1.4B
End-of-year total assets ($B) among Unum Group Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Maine filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.2B
Net Income-$54M
Employer EIN621598430
Plan Effective Date1946-12-31
Filing StatusFILING 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
$3B$3.5B$4B 202220232024 $3.15B $3.85B ▲ +22.2%
Year Plans Participants Total Assets
2022 2 12,596 $3.2B
2023 2 12,744 $3.5B
2024 2 12,338 $3.8B

Nearby Defined Benefit (Pension) Plans in Maine

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Unum Group Pension Plan vs. nearby Defined Benefit (Pension) plans in Maine, assets vs. participants Scatter plot of 6 data points. -20000200040006000 00.511.5 Total assets ($B) Participants Unum Group Pension Plan, Total assets ($B): 1.36531854 · Participants: 2887Unum Group Pension PlanMaine Medical Center Pension Plan, Total assets ($B): 0.795021121 · Participants: 2484Maine Medical Center Pension PlanLegacy Chrysler Financial Employee Pension Plan, Total assets ($B): 0.509231651 · Participants: 213Legacy Chrysler Financial Employee Pension PlanTd Banknorth Inc. Pension Plan, Total assets ($B): 0.413363009 · Participants: 1528Td Banknorth Inc. Pension PlanNorthern Light Health Retirement Partnership Plan, Total assets ($B): 0.298873722 · Participants: 4838Northern Light Health Retirement Partnership PlanBangor Hydro Electric Company Pension Plan, Total assets ($B): 0.119825336 · Participants: 73Bangor Hydro Electric Company Pension Plan
Unum Group Pension Plan vs. nearby Defined Benefit (Pension) plans in Maine, assets vs. participants
Compare Unum Group Pension Plan side-by-side with 3 peers →

Unum Group Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maine, the nearest Defined Benefit (Pension) by assets is Heating, Piping and Refrigeration Pension Fd Pension Fund in MD ($1.4B); by covered participants it is Ball Corporation Consolidated Hourly Pension Plan in CO (2,888 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (2,887 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 Unum Group Pension Plan assets move in 2024? ▼
Unum Group Pension Plan grew at a solid clip - up 5.0% during 2024, from $1.3B to $1.4B. Reported net income was -$54M.
How have Unum Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unum Group's sponsor-wide assets grew 21.9%, from $3.2B to $3.8B.
Where does Unum Group Pension Plan rank by assets among Form 5500 filers? ▼
Unum Group Pension Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Unum Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heating, Piping and Refrigeration Pension Fd Pension Fund in MD ($1.4B, 4,817 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Unum Group Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ball Corporation Consolidated Hourly Pension Plan in CO (2,888 participants, $165M 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 621598430.

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.