Defined Benefit (Pension) · DOL Form 5500 · 2022
United Parcel Service of America, Inc. Pension Plan
Data updated 2026-08-25
- $9.6B
- Total assets Very large vs avg
- 151,682
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $63,083
- Avg per participant Low balance/head
Official DOL plan name: UPS Pension Plan · Sponsored by United Parcel Service of America, Inc. · Georgia · Real Estate
$9.6B in assets, 151,682 participants
United Parcel Service of America, Inc.'s UPS Pension Plan reported $9.6B in total assets and 151,682 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.
- #5,056 in Real Estate (5,057 peers)
Coverage in Georgia
UPS Pension Plan covers 151,682 participants in Georgia, 138x the typical Georgia plan (state average ~1,096 per filing). Assets: $9.6B.
- #5,056
- in Real Estate (5,057 peers)
- -25.1%
- assets change YoY
- 96×
- vs typical plan assets (national mean)
The plan reported a net loss of $3.2B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
UPS Pension Plan's outsized position by total assets
UPS Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,568,572,149 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 Pension 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 Pension Plan is a mega filing (151,682 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 951732075 · United Parcel Service of America, Inc. PY 2022 · Defined Benefit (Pension)
UPS Pension Plan · $9.6B · 151,682 · 100th
- RANK $9.6B
- PHOTO 151,682
- IND 100th
- EOY Defined Benefit (Pension)
- 5500 near Merck US Pension Plan
- ASSETS ind #5056
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 Real Estate retirement plans → · Plans in Georgia →
UPS Pension Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $12.8B |
|---|---|
| Net Assets (End of Year) | $9.6B |
| Net Income | -$3.2B |
| Employer EIN | 951732075 |
| Plan Effective Date | 1973-01-01 |
| 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 Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- UPS Retirement Plan $22.0B · 52,821
- The Southern Company Pension Plan $14.8B · 25,663
- UPS/Ibt Full-Time Employee Pension Plan $11.9B · 68,592
- Delta Retirement Plan $7.4B · 15,951
- Cox Enterprises, Inc. Pension Plan $7.1B · 26,075
Scale composition for UPS Pension Plan
UPS Pension Plan reports $9.6B in end-of-year assets across 151,682 participants (0.078% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.16% of 93,925,755 covered participants) - about $63,083 per participant (46% of the national average assets-per-participant) . Net income for plan year 2022 was -$3.2B.
This plan identity (EIN 951732075, plan #022) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.6B to $9.3B (-3.0%) while covered participants moved from 151,682 to 157,587 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 151,682 | $9.6B | This page |
| 2023 | 153,217 | $9.7B | Open filing |
| 2024 · index core | 157,587 | $9.3B | 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 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is Merck US Pension Plan in NJ ($9.6B); by covered participants it is Kaiser Permanente Retirement Plan in CA (126,331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.6B here).
- Merck US Pension Plan (NJ) $9.6B · 23,981
- Caterpillar Inc. Retirement Income Plan (TX) $9.5B · 12,815
- Retirement Security Plan (VA) $9.4B · 54,531
- Disney Salaried Pension Plan D (CA) $9.2B · 11,405
Similar participant headcount
Nearest other-state filings by covered participants (151,682 participants); asset peers above are excluded.
- Kaiser Permanente Retirement Plan (CA) 126,331 · 25,351 off
- Fedex Corporation Employees' Pension Plan (TN) 119,742 · 31,940 off
- AT&T Pension Benefit Plan (TX) 119,463 · 32,219 off
- Sound Retirement Trust (WA) 105,428 · 46,254 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.