Money Purchase · DOL Form 5500 · 2022
United Parcel Service Company Money Purchase Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 2,162
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $889,330
- Avg per participant High balance/head
Official DOL plan name: UPS/Ipa Defined Contribution Money Purchase Pension Plan · Sponsored by United Parcel Service Company · Kentucky · Transportation & Warehousing
$1.9B in assets, 2,162 participants
United Parcel Service Company's UPS/Ipa Defined Contribution Money Purchase Pension Plan reported $1.9B in total assets and 2,162 participants in its 2022 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.
- #3,838 in Transportation & Warehousing (3,876 peers)
Coverage in Kentucky
UPS/Ipa Defined Contribution Money Purchase Pension Plan covers 2,162 participants in Kentucky, 3.3x the typical Kentucky plan (state average ~647 per filing). Assets: $1.9B.
- #3,838
- in Transportation & Warehousing (3,876 peers)
- -19.8%
- assets change YoY
- 19×
- vs typical plan assets (national mean)
The plan reported a net loss of $476M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
UPS/Ipa Defined Contribution Money Purchase Pension Plan's outsized position by total assets
UPS/Ipa Defined Contribution Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,922,732,067 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
UPS/Ipa Defined Contribution Money Purchase Pension Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. UPS/Ipa Defined Contribution Money Purchase Pension Plan lands in the large band (2,162 participants).
EBSA filing schedule strip
Filing strip 131686691 · United Parcel Service Company PY 2022 · Money Purchase
UPS/Ipa Defined Contribution Money Purchase Pension Plan · $1.9B · 2,162 · 99th
- SCH $1.9B
- SCH 2,162
- SCH 99th
- SCH Money Purchase
- SCH near International Brotherhood of Electrical Workers District No.9 Pension Plan
- SCH ind #3838
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 Transportation & Warehousing retirement plans → · Plans in Kentucky →
UPS/Ipa Defined Contribution Money Purchase Pension Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $2.4B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | -$476M |
| Employer EIN | 131686691 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Parcel Service Company)
Sponsor-wide plan assets over time
All United Parcel Service Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.1B 28.91803321594822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 8,599 | $3.9B |
| 2023 | 4 | 8,923 | $4.5B |
| 2024 | 4 | 8,697 | $5.1B |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $478M · 1,722
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $68M · 467
- Plumbers & Steamfitters Local 577 Annuity Plan $16M · 297
- Shadwell Farm Retirement Plan $15M · 78
- International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund $8M · 60
UPS/Ipa Defined Contribution Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Kentucky, the nearest Money Purchase by assets is International Brotherhood of Electrical Workers District No.9 Pension Plan in OR ($1.9B); by covered participants it is Bergelectric Corporation Money Purchase Pension Plan in CA (2,170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- International Brotherhood of Electrical Workers District No.9 Pension Plan (OR) $1.9B · 27,536
- Massachusetts Laborers' Annuity Fund (MA) $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University (MA) $1.9B · 2,698
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan (CA) $2.0B · 22,792
Similar participant headcount
Nearest other-state filings by covered participants (2,162 participants); asset peers above are excluded.
- Bergelectric Corporation Money Purchase Pension Plan (CA) 2,170 · 8 off
- Massachusetts Bricklayers & Masons Annuity Fund (MA) 2,170 · 8 off
- Annuity Fd of the Electrical Industry of Long Island (NY) 2,186 · 24 off
- Studio Mechanics Local 476 Annuity Plan (IL) 2,126 · 36 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.