401(k) · DOL Form 5500 · 2022
United Parcel Service Company 401(k) Plan
Data updated 2026-08-06
- $1.2B
- Total assets
- 2,992
- Participants
- 99th
- Percentile by assets
- $388,928
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #3,823 in Transportation & Warehousing (3,884 peers)
Coverage in Kentucky
UPS/Ipa 401 (K) Savings Plan covers 2,992 participants in Kentucky, 4.5x the typical Kentucky plan (state average ~658 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2022 EOY)
- 2,992
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $388,928
- avg assets per participant
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.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 658 participants across 1,242 plans. UPS/Ipa 401 (K) Savings Plan reports 2,992 participants - 4.5x that state average ($1.2B EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$291M |
| Employer EIN | 131686691 |
| Plan Effective Date | 1991-07-01 |
| 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 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
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
- Lg&e and Ku Savings Plan $851M · 3,389
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to UPS/Ipa 401 (K) Savings Plan by total assets, not by location.
- Alliant Energy Corporation 401(k) Savings Plan (WI) $1.2B · 3,263
- Blue Shield of California Tax Deferred Salary Investment Plan (CA) $1.2B · 8,169
- Commercial Metals Companies Retirement Plan (TX) $1.2B · 7,424
- Community Health Network 401(k) Retirement Plan (IN) $1.2B · 16,146
Frequently Asked Questions
How did UPS/Ipa 401 (K) Savings Plan assets move in 2022? ▼
How have United Parcel Service Company plan assets changed over time? ▼
Where does UPS/Ipa 401 (K) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to UPS/Ipa 401 (K) Savings Plan? ▼
Next read for UPS/Ipa 401 (K) Savings Plan
Filing takeaways
Ways to act on UPS/Ipa 401 (K) Savings Plan's numbers.
- By total assets, UPS/Ipa 401 (K) Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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