401(k) · DOL Form 5500 · 2022

United Parcel Service Company 401(k) Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
2,992
Participants Above avg headcount
99th
Percentile by assets National rank
$388,928
Avg per participant High balance/head
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Official DOL plan name: UPS/Ipa 401 (K) Savings Plan · Sponsored by United Parcel Service Company · Kentucky · Transportation & Warehousing

$1.2B in assets, 2,992 participants

United Parcel Service Company's UPS/Ipa 401 (K) Savings Plan reported $1.2B in total assets and 2,992 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.

  • #3,815 in Transportation & Warehousing (3,876 peers)

Coverage in Kentucky

UPS/Ipa 401 (K) Savings Plan covers 2,992 participants in Kentucky, 4.6x the typical Kentucky plan (state average ~647 per filing). Assets: $1.2B.

#3,815
in Transportation & Warehousing (3,876 peers)
-20.0%
assets change YoY
12×
vs typical plan assets (national mean)

The plan reported a net loss of $291M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

UPS/Ipa 401 (K) Savings Plan's outsized position by total assets

UPS/Ipa 401 (K) Savings Plan vs every filed plan by assets

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

$1,163,672,270 Top 1% higher than 99% 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/Ipa 401 (K) Savings 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 401 (K) Savings Plan lands in the large band (2,992 participants).

DOL schedule card

Filing strip 131686691 · United Parcel Service Company PY 2022 · 401(k)

UPS/Ipa 401 (K) Savings Plan · $1.2B · 2,992 · 99th

  • PCT $1.2B
  • EIN 2,992
  • RANK 99th
  • PHOTO 401(k)
  • IND near Alliant Energy Corporation 401(k) Savings Plan
  • EOY ind #3815

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 401 (K) Savings Plan in the asset neighbourhood

Alliant Energy Corporation 401(k) Savings PlanAlliant Energy Corporation 4…$1.2BBlue Shield of California Tax Deferred Salary Investment PlanBlue Shield of California Ta…$1.2BUPS/Ipa 401 (K) Savings Plan$1.2BCommercial Metals Companies Retirement PlanCommercial Metals Companies …$1.2BCommunity Health Network 401(k) Retirement PlanCommunity Health Network 401…$1.2B
End-of-year total assets ($B) among UPS/Ipa 401 (K) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$1.5B
Net Assets (End of Year)$1.2B
Net Income-$291M
Employer EIN131686691
Plan Effective Date1991-07-01
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 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

UPS/Ipa 401 (K) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 02468 Total assets ($B) Participants UPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) PlanLg&e and Ku Savings Plan, Total assets ($B): 0.851341345 · Participants: 3389Lg&e and Ku Savings Plan
UPS/Ipa 401 (K) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare UPS/Ipa 401 (K) Savings Plan side-by-side with 3 peers →

UPS/Ipa 401 (K) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Alliant Energy Corporation 401(k) Savings Plan in WI ($1.2B); by covered participants it is Compucom Systems Retirement Savings Plan in SC (2,992 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,992 participants); asset peers above are excluded.

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/Ipa 401 (K) Savings Plan assets move in 2022? ▼
UPS/Ipa 401 (K) Savings Plan declined sharply - down 20.0% during 2022, from $1.5B to $1.2B. Reported net income was -$291M.
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/Ipa 401 (K) Savings Plan rank by assets among Form 5500 filers? ▼
UPS/Ipa 401 (K) Savings Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to UPS/Ipa 401 (K) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliant Energy Corporation 401(k) Savings Plan in WI ($1.2B, 3,263 participants).
Which 401(k) plans cover a similar participant headcount to UPS/Ipa 401 (K) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Compucom Systems Retirement Savings Plan in SC (2,992 participants, $324M 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.