401(k) · DOL Form 5500 · 2022
United Parcel Service Company 401(k) Plan
Data updated 2026-08-06
- $380M
- Total assets
- 1,723
- Participants
- 97th
- Percentile by assets
- $220,414
- Avg per participant
Official DOL plan name: UPS/Ibt Local 2727 401 (K) Plan · Sponsored by United Parcel Service Company · Kentucky · Transportation & Warehousing
$380M in assets, 1,723 participants
United Parcel Service Company's UPS/Ibt Local 2727 401 (K) Plan reported $380M in total assets and 1,723 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,258 plans)
- #3,751 in Transportation & Warehousing (3,884 peers)
Coverage in Kentucky
UPS/Ibt Local 2727 401 (K) Plan covers 1,723 participants in Kentucky, 2.6x the typical Kentucky plan (state average ~658 per filing). Assets: $380M.
- $380M
- total plan assets (2022 EOY)
- 1,723
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $220,414
- avg assets per participant
The plan reported a net loss of $114M 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/Ibt Local 2727 401 (K) Plan reports 1,723 participants - 2.6x that state average ($380M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $494M |
|---|---|
| Net Assets (End of Year) | $380M |
| Net Income | -$114M |
| Employer EIN | 131686691 |
| Plan Effective Date | 2002-01-01 |
| 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 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
UPS/Ibt Local 2727 401 (K) 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
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to UPS/Ibt Local 2727 401 (K) Plan by total assets, not by location.
- Sonic Healthcare USA Savings Plan (TX) $380M · 6,882
- Twilio 401(k) Plan (CA) $380M · 4,674
- Republic Airways Holdings Inc. 401(k) Plan (IN) $379M · 6,268
- Community Bank System, Inc. 401(k) Employee Stock Ownership Plan (NY) $379M · 2,723
Frequently Asked Questions
How did UPS/Ibt Local 2727 401 (K) Plan assets move in 2022? ▼
How have United Parcel Service Company plan assets changed over time? ▼
Where does UPS/Ibt Local 2727 401 (K) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to UPS/Ibt Local 2727 401 (K) Plan? ▼
Next read for UPS/Ibt Local 2727 401 (K) Plan
Filing takeaways
Ways to act on UPS/Ibt Local 2727 401 (K) Plan's numbers.
- By total assets, UPS/Ibt Local 2727 401 (K) Plan ranks in the top 5% of all filed plans by assets. 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