How big is United Equitable Group, Ltd.'s plan?

United Equitable Group, Ltd.'s plan reported $2.8M in assets and 38 participants for 2025.

Original filing (PDF)20260130121658NAL0004363651001

United Equitable Group, Ltd.

Name: United Equitable Group, Ltd. — United Equitable, Form 5500 (2025)
Creator: United Equitable Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

United Equitable Group, Ltd. 401(k) Retirement Plan

401(k) retirement plan · United Equitable Group, Ltd.'s United Equitable Group, Ltd. 401(k) Retirement Plan held $2.8M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

United Equitable Group, Ltd.'s EIN is 36-3800101.

EIN 36-3800101

Plan number 002

Plan year 2025

ACK ID 20260130121658NAL0004363651001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for United Equitable Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

United Equitable Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED EQUITABLE GROUP, LTD..

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off