401(k) · DOL Form 5500 · 2022

United Parcel Service Company 401(k) Plan

Data updated 2026-08-25

$380M
Total assets Above avg plan size
1,723
Participants Near avg headcount
97th
Percentile by assets National rank
$220,414
Avg per participant Above avg balance/head
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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.

  • #3,743 in Transportation & Warehousing (3,876 peers)

Coverage in Kentucky

UPS/Ibt Local 2727 401 (K) Plan covers 1,723 participants in Kentucky, 2.7x the typical Kentucky plan (state average ~647 per filing). Assets: $380M.

#3,743
in Transportation & Warehousing (3,876 peers)
-23.1%
assets change YoY
3.8×
vs typical plan assets (national mean)

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.

UPS/Ibt Local 2727 401 (K) Plan's outsized position by total assets

UPS/Ibt Local 2727 401 (K) Plan vs every filed plan by assets

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

$379,773,629 Top 3% higher than 97% 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 401 (K) 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 401 (K) Plan lands in the large band (1,723 participants).

Published 5500 schedule card

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

UPS/Ibt Local 2727 401 (K) Plan · $380M · 1,723 · 97th

  • PART $380M
  • TYPE 1,723
  • NET 97th
  • BOOK 401(k)
  • VS-ST near Sonic Healthcare USA Savings Plan
  • BOY ind #3743

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 401 (K) Plan in the asset neighbourhood

Twilio 401(k) Plan$380MUPS/Ibt Local 2727 401 (K) PlanUPS/Ibt Local 2727 401 (K) P…$380MSonic Healthcare USA Savings PlanSonic Healthcare USA Savings…$380MRepublic Airways Holdings Inc. 401(k) PlanRepublic Airways Holdings In…$379MCommunity Bank System, Inc. 401(k) Employee Stock Ownership PlanCommunity Bank System, Inc. …$379M
End-of-year total assets ($M) among UPS/Ibt Local 2727 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$494M
Net Assets (End of Year)$380M
Net Income-$114M
Employer EIN131686691
Plan Effective Date2002-01-01
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 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 Scatter plot of 6 data points. -20000020000400006000080000100000 02468 Total assets ($B) Participants UPS/Ibt Local 2727 401 (K) Plan, Total assets ($B): 0.379773629 · Participants: 1723UPS/Ibt Local 2727 401 (K) 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 PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
UPS/Ibt Local 2727 401 (K) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare UPS/Ibt Local 2727 401 (K) Plan side-by-side with 3 peers →

UPS/Ibt Local 2727 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Sonic Healthcare USA Savings Plan in TX ($380M); by covered participants it is Axon 401(k) Plan in AZ (1,724 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($380M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,723 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/Ibt Local 2727 401 (K) Plan assets move in 2022? ▼
UPS/Ibt Local 2727 401 (K) Plan declined sharply - down 23.1% during 2022, from $494M to $380M. Reported net income was -$114M.
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 401 (K) Plan rank by assets among Form 5500 filers? ▼
UPS/Ibt Local 2727 401 (K) Plan ranks in the 97th 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 401(k) plans are similar in size to UPS/Ibt Local 2727 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sonic Healthcare USA Savings Plan in TX ($380M, 6,882 participants).
Which 401(k) plans cover a similar participant headcount to UPS/Ibt Local 2727 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Axon 401(k) Plan in AZ (1,724 participants, $106M 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.