Defined Benefit (Pension) · DOL Form 5500 · 2022
Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan Pension Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 6,053
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $304,047
- Avg per participant High balance/head
Official DOL plan name: Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan · Sponsored by Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan · Georgia · Transportation & Warehousing
$1.8B in assets, 6,053 participants
Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan's Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan reported $1.8B in total assets and 6,053 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.
- #3,836 in Transportation & Warehousing (3,876 peers)
Coverage in Georgia
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan covers 6,053 participants in Georgia, 5.5x the typical Georgia plan (state average ~1,096 per filing). Assets: $1.8B.
- #3,836
- in Transportation & Warehousing (3,876 peers)
- -9.0%
- assets change YoY
- 18×
- vs typical plan assets (national mean)
The plan reported a net loss of $209M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan's outsized position by total assets
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,840,394,094 Top 1% higher than 99% 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
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement 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. Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan lands in the large band (6,053 participants).
Form 5500 schedule snapshot
Filing strip 516117726 · Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan PY 2022 · Defined Benefit (Pension)
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan · $1.8B · 6,053 · 99th
- EIN $1.8B
- EIN 6,053
- EIN 99th
- EIN Defined Benefit (Pension)
- EIN near Danaher Corporation & Subsidiaries Pension Plan
- EIN ind #3836
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 →
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | -$209M |
| Employer EIN | 516117726 |
| Plan Effective Date | 1953-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan)
Sponsor-wide plan assets over time
All Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.4B 27.692645975204915% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,053 | $1.8B |
| 2023 | 1 | 6,026 | $2.1B |
| 2024 | 1 | 5,814 | $2.4B |
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
- UPS Pension Plan $9.6B · 151,682
- Delta Retirement Plan $7.4B · 15,951
Scale composition for Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan reports $1.8B in end-of-year assets across 6,053 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $304,047 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2022 was -$209M.
This plan identity (EIN 516117726, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.8B to $2.4B (+27.7%) while covered participants moved from 6,053 to 5,814 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,053 | $1.8B | This page |
| 2023 | 6,026 | $2.1B | Open filing |
| 2024 · index core | 5,814 | $2.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan (Defined Benefit (Pension), $2.4B, 5,814 participants)
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is Danaher Corporation & Subsidiaries Pension Plan in DC ($1.8B); by covered participants it is Pension Plan of L'oreal USA, Inc. in NJ (6,050 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- Danaher Corporation & Subsidiaries Pension Plan (DC) $1.8B · 3,671
- National Roofing Industry Pension Fund (MN) $1.8B · 13,884
- Retirement Benefit Accumulation Plan for Employees of Pwc LLP (FL) $1.9B · 5,861
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute (OH) $1.8B · 4,661
Similar participant headcount
Nearest other-state filings by covered participants (6,053 participants); asset peers above are excluded.
- Pension Plan of L'oreal USA, Inc. (NJ) 6,050 · 3 off
- Southern California Pipe Trades Retirement Fund (CA) 6,062 · 9 off
- Daimler Truck North America UAW Pension Plan (OR) 6,037 · 16 off
- Northern Light Health Retirement Partnership Plan (ME) 6,070 · 17 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.