Defined Benefit (Pension) · DOL Form 5500 · 2022
Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan Pension Plan
Data updated 2026-08-11
- $1.8B
- Total assets
- 6,053
- Participants
- 99th
- Percentile by assets
- $304,047
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.8B
- total plan assets (2022 EOY)
- 6,053
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $304,047
- avg assets per participant
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.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan reports 6,053 participants - 5.5x that state average ($1.8B EOY assets).
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)
| 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.
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan assets move in 2022? ▼
How have Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan plan assets changed over time? ▼
Where does Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan? ▼
Next read for Local 804 I.B.T. and Local 447 I.a.M. - …
Filing takeaways
Ways to act on Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan's numbers.
- By total assets, Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Georgia. Compare plans
- Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Transportation & Warehousing plans