Money Purchase · DOL Form 5500 · 2022

United Parcel Service Company Money Purchase Plan

Data updated 2026-08-06

$478M
Total assets
1,722
Participants
98th
Percentile by assets
$277,532
Avg per participant
PlainRetire home → About this data

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.

  • 98th percentile by assets (of 139,258 plans)
  • #3,766 in Transportation & Warehousing (3,884 peers)

Coverage in Kentucky

UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan covers 1,722 participants in Kentucky, 2.6x the typical Kentucky plan (state average ~658 per filing). Assets: $478M.

$478M
total plan assets (2022 EOY)
1,722
covered participants
98th
percentile by assets (of 139,258 plans)
$277,532
avg assets per participant

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.

State
Kentucky
Industry
Transportation & Warehousing

Participants vs Kentucky filers

In Kentucky, the average filing covers about 658 participants across 1,242 plans. UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan reports 1,722 participants - 2.6x that state average ($478M EOY assets).

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)

$3.5B$4B$4.5B$5B$5.5B 202220232024 $3.94B $5.08B ▲ +28.9%
Total plan assets by year, all United Parcel Service Company plans on file
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

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 D…UPS/Ipa Defined Cont…University of Louisv…Plumbers & Steamfitt…Shadwell Farm Retire…International Allian…
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 … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan by total assets, not by location.

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 139,258 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).

Next read for UPS/Ibt Local 2727 Defined Contribution …

Filing takeaways

Ways to act on UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan's numbers.

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.