Money Purchase · DOL Form 5500 · 2022

United Parcel Service Company Money Purchase Plan

Data updated 2026-08-25

$478M
Total assets Above avg plan size
1,722
Participants Near avg headcount
98th
Percentile by assets National rank
$277,532
Avg per participant High balance/head
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Official DOL plan name: UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan · Sponsored by United Parcel Service Company · Kentucky · Transportation & Warehousing

$478M in assets, 1,722 participants

United Parcel Service Company's UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan reported $478M in total assets and 1,722 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,758 in Transportation & Warehousing (3,876 peers)

Coverage in Kentucky

UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan covers 1,722 participants in Kentucky, 2.7x the typical Kentucky plan (state average ~647 per filing). Assets: $478M.

#3,758
in Transportation & Warehousing (3,876 peers)
-24.3%
assets change YoY
4.8×
vs typical plan assets (national mean)

The plan reported a net loss of $154M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan's outsized position by total assets

UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$477,910,432 Top 2% higher than 98% of 139,123 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 2022

UPS/Ibt Local 2727 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/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan lands in the large band (1,722 participants).

EBSA filing schedule strip

Filing strip 131686691 · United Parcel Service Company PY 2022 · Money Purchase

UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan · $478M · 1,722 · 98th

  • ASSETS $478M
  • PCT 1,722
  • EIN 98th
  • RANK Money Purchase
  • PHOTO near Money Purchase Pension Plan of Wake Forest University Health Sciences
  • IND ind #3758

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/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan in the asset neighbourhood

Hawaii Carpenters Financial Security FundHawaii Carpenters Financial …$492MVirginia Mason Medical Center Retirement PlanVirginia Mason Medical Cente…$481MMoney Purchase Pension Plan of Wake Forest University Health SciencesMoney Purchase Pension Plan …$479MUPS/Ibt Local 2727 Defined Contribution Money Purchase Pension PlanUPS/Ibt Local 2727 Defined C…$478MIBEW Local 595 Money Purchase Pension PlanIBEW Local 595 Money Purchas…$472M
End-of-year total assets ($M) among UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$631M
Net Assets (End of Year)$478M
Net Income-$154M
Employer EIN131686691
Plan Effective Date1989-01-01
Filing StatusFILING 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
$3.5B$4B$4.5B$5B$5.5B 202220232024 $3.94B $5.08B ▲ +28.9%
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 vs. nearby Money Purchase plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.522.5 Total assets ($B) Participants UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan, Total assets ($B): 0.477910432 · Participants: 1722UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension PlanUPS/Ipa Defined Contribution Money Purchase Pension Plan, Total assets ($B): 1.922732067 · Participants: 2162UPS/Ipa Defined Contribution Money Purchase Pension PlanUniversity of Louisville Physicians, Inc. Money Purchase Pension Plan, Total assets ($B): 0.068204058 · Participants: 467University of Louisville Physicians, Inc. Money Purchase Pension PlanPlumbers & Steamfitters Local 577 Annuity Plan, Total assets ($B): 0.015837909 · Participants: 297Plumbers & Steamfitters Local 577 Annuity PlanShadwell Farm Retirement Plan, Total assets ($B): 0.015019607 · Participants: 78Shadwell Farm Retirement PlanInternational Alliance of Theatrical & Stage Employees Local 17 Retirement Fund, Total assets ($B): 0.008201312 · Participants: 60International Alliance of Theatrical & Stage Employees Local 17 Retirement Fund
UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan vs. nearby Money Purchase plans in Kentucky, assets vs. participants
Compare UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan side-by-side with 3 peers →

UPS/Ibt Local 2727 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 Money Purchase Pension Plan of Wake Forest University Health Sciences in NC ($479M); by covered participants it is Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan in WI (1,715 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan assets move in 2022? ▼
UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan declined sharply - down 24.3% during 2022, from $631M to $478M. Reported net income was -$154M.
How have United Parcel Service Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Parcel Service Company's sponsor-wide assets grew 28.9%, from $3.9B to $5.1B.
Where does UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Money Purchase Pension Plan of Wake Forest University Health Sciences in NC ($479M, 2,393 participants).
Which Money Purchase plans cover a similar participant headcount to UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan in WI (1,715 participants, $374M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131686691.

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.