401(k) · DOL Form 5500 · 2022
United Parcel Service of America, Inc. 401(k) Plan
Data updated 2026-08-25
- $11.3B
- Total assets Mega-plan scale
- 107,310
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $105,454
- Avg per participant Below avg balance/head
Official DOL plan name: UPS 401 (K) Savings Plan · Sponsored by United Parcel Service of America, Inc. · Georgia · Transportation & Warehousing
$11.3B in assets, 107,310 participants
United Parcel Service of America, Inc.'s UPS 401 (K) Savings Plan reported $11.3B in total assets and 107,310 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #3,866 in Transportation & Warehousing (3,876 peers)
Coverage in Georgia
UPS 401 (K) Savings Plan covers 107,310 participants in Georgia, 98x the typical Georgia plan (state average ~1,096 per filing). Assets: $11.3B.
- #3,866
- in Transportation & Warehousing (3,876 peers)
- -17.8%
- assets change YoY
- 114×
- vs typical plan assets (national mean)
The plan reported a net loss of $2.5B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
UPS 401 (K) Savings Plan's outsized position by total assets
UPS 401 (K) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,316,219,950 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
UPS 401 (K) Savings Plan's mega-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 401 (K) Savings Plan is a mega filing (107,310 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 951732075 · United Parcel Service of America, Inc. PY 2022 · 401(k)
UPS 401 (K) Savings Plan · $11.3B · 107,310 · 100th
- PHOTO $11.3B
- PHOTO 107,310
- PHOTO 100th
- PHOTO 401(k)
- PHOTO near Target Corporation 401(k) Plan
- PHOTO ind #3866
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 Georgia →
UPS 401 (K) Savings Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $13.8B |
|---|---|
| Net Assets (End of Year) | $11.3B |
| Net Income | -$2.5B |
| Employer EIN | 951732075 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Parcel Service of America, Inc.)
Sponsor-wide plan assets over time
All United Parcel Service of America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $64.0B 11.188741720300314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 861,423 | $57.6B |
| 2023 | 4 | 765,959 | $40.0B |
| 2024 | 5 | 748,428 | $64.0B |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- The Home Depot Futurebuilder $10.7B · 423,174
- The Southern Company Employee Savings Plan $7.8B · 27,061
Scale composition for UPS 401 (K) Savings Plan
UPS 401 (K) Savings Plan reports $11.3B in end-of-year assets across 107,310 participants (0.092% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.11% of 93,925,755 covered participants) - about $105,454 per participant (76% of the national average assets-per-participant) . Net income for plan year 2022 was -$2.5B.
This plan identity (EIN 951732075, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $11.3B to $14.2B (+25.4%) while covered participants moved from 107,310 to 95,250 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 107,310 | $11.3B | This page |
| 2023 | 102,231 | $13.1B | Open filing |
| 2024 · index core | 95,250 | $14.2B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- UPS Retirement Plan (Defined Benefit (Pension), $21.2B, 43,465 participants)
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan (401(k), $19.3B, 452,126 participants)
- UPS 401(k) Savings Plan (401(k), $14.2B, 95,250 participants)
- UPS Pension Plan (Defined Benefit (Pension), $9.3B, 157,587 participants)
UPS 401 (K) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Target Corporation 401(k) Plan in MN ($11.2B); by covered participants it is The Tjx Companies, Inc. General Savings/Profit Sharing Plan in MA (106,227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11.3B here).
- Target Corporation 401(k) Plan (MN) $11.2B · 400,422
- Cigna 401(k) Plan (PA) $11.5B · 66,147
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan (MN) $11.1B · 37,159
- Merck US Savings Plan (NJ) $11.5B · 25,956
Similar participant headcount
Nearest other-state filings by covered participants (107,310 participants); asset peers above are excluded.
- The Tjx Companies, Inc. General Savings/Profit Sharing Plan (MA) 106,227 · 1,083 off
- Tyson Foods, Inc. Retirement Savings Plan (AR) 109,234 · 1,924 off
- Microsoft Corporation Savings Plus 401(k) Plan (WA) 109,797 · 2,487 off
- Kelly Retirement Savings Plan (MI) 110,343 · 3,033 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.