Unitedhealth Group 401(k) Savings Plan
Active. The plan filed its annual report for the 2025 plan year.
- Plan number
- 001Employer EIN 41-1321939
- Participants (2025)
- 262,812
- Net assets (2025)
- $30.3 billion
- Recordkeeper
- FidelityEarlier: Wells Fargo (2010), Wachovia Bank (2009)
- Plan administrator
- Unitedhealth Group Employee Benefits Plans Administrative Committee
6022 Blue Circle Drive, MN103-0300
Minnetonka, MN 55343
(952) 936-1300As filed for 2025 - In effect since
- July 1, 1985
Plans merged into this one: OPTUM360 401(k) Savings Plan (2021); Reliant 401(k) Savings Plan (2021); The Advisory Board Company 401(k) Profit Sharing Plan (2018); Caremount Health Solutions Incentive Savings and Profit Sharing Plan (2024); Navihealth, Inc. 401(k) Plan (2021); Optum Clinical Services, Inc. 401(k) Savings Plan (2015); Genoa Healthcare, LLC 401K Plan (2020); Sierra Health Automatic Retirement Plan (2011); The Polyclinic a P.C. 401(k) Profit Sharing Plan (2023); Diplomat Specialty Pharmacy, Inc. 401(k) Profit Sharing Plan (2021); Beaver Medical Group 401(k) Profit-Sharing Plan (2024); Equian LLC 401(k) Retirement Savings Plan (2020); Executive Health Resources, Inc. 401(k) Profit Sharing Plan (2014); Usmd Holdings, Inc. 401(k) Plan (2018); Rally Health 401(k) Plan (2021); Optumcare Florida, LLC 401(k) Retirement Savings Plan (2021); Ableto 401(k) Plan (2023); Healthsmart Benefits Management, LLC 401(k) Retirement Benefit Plan (2023); Healthmarkets 401(k) and Savings Plan (2019); Helios 401(k) Plan (2017); Wellmed Medical Management, Inc. 401(k) Plan (2015); Peoples Health Network 401(k) Profit Sharing Plan (2019); Rocky Mountain Health Management Corporation Profit Sharing Plan (2018).
Year by year, 2009 to 2025
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2025 | 262,812 | $30.3 billion | Fidelity |
| 2024 | 274,906 | $26.6 billion | Fidelity |
| 2023 | 278,507 | $22.4 billion | Fidelity |
| 2022 | 266,722 | $18.6 billion | Fidelity |
| 2021 | 235,888 | $21.0 billion | Fidelity |
| 2020 | 207,447 | $17.2 billion | Fidelity |
| 2019 | 200,119 | $14.8 billion | Fidelity |
| 2018 | 187,879 | $11.3 billion | Fidelity |
| 2017 | 176,599 | $11.2 billion | Fidelity |
| 2016 | 173,403 | $8.9 billion | Fidelity |
| 2015 | 155,705 | $7.5 billion | Fidelity |
| 2014 | 124,515 | $7.0 billion | Fidelity |
| 2013 | 121,459 | $6.3 billion | Fidelity |
| 2012 | 118,072 | $5.0 billion | Fidelity |
| 2011 | 109,952 | $3.9 billion | Fidelity |
| 2010 | 96,131 | $3.6 billion | Wells Fargo |
| 2009 | 91,113 | $2.9 billion | Wachovia Bank |