Money Purchase · DOL Form 5500 · 2022
United Parcel Service Company Money Purchase Plan
Data updated 2026-08-11
- $1.9B
- Total assets
- 2,162
- Participants
- 99th
- Percentile by assets
- $889,330
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.9B
- total plan assets (2022 EOY)
- 2,162
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $889,330
- avg assets per participant
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.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. UPS/Ipa Defined Contribution Money Purchase Pension Plan reports 2,162 participants - 3.3x that state average ($1.9B EOY assets).
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)
| 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/Ipa Defined Contribution Money Purchase Pension Plan vs. nearby Money Purchase plans in Kentucky, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to UPS/Ipa Defined Contribution Money Purchase Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did UPS/Ipa Defined Contribution Money Purchase Pension Plan assets move in 2022? ▼
How have United Parcel Service Company plan assets changed over time? ▼
Where does UPS/Ipa Defined Contribution Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to UPS/Ipa Defined Contribution Money Purchase Pension Plan? ▼
Next read for UPS/Ipa Defined Contribution Money Purch…
Filing takeaways
Ways to act on UPS/Ipa Defined Contribution Money Purchase Pension Plan's numbers.
- By total assets, UPS/Ipa Defined Contribution Money Purchase Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Kentucky. Compare plans
- United Parcel Service Company's sponsor-wide assets have grown 28.9% since 2022 across 3 plan years on file. More Transportation & Warehousing plans