Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of the UPS/Ibt Full-Time Pension Plan Pension Plan
Data updated 2026-08-25
- $11.9B
- Total assets Mega-plan scale
- 68,592
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $173,016
- Avg per participant Above avg balance/head
Official DOL plan name: UPS/Ibt Full-Time Employee Pension Plan · Sponsored by Board of Trustees of the UPS/Ibt Full-Time Pension Plan · Georgia · Transportation & Warehousing
$11.9B in assets, 68,592 participants
Board of Trustees of the UPS/Ibt Full-Time Pension Plan's UPS/Ibt Full-Time Employee Pension Plan reported $11.9B in total assets and 68,592 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.
- #3,869 in Transportation & Warehousing (3,876 peers)
Coverage in Georgia
UPS/Ibt Full-Time Employee Pension Plan covers 68,592 participants in Georgia, 63x the typical Georgia plan (state average ~1,096 per filing). Assets: $11.9B.
- #3,869
- in Transportation & Warehousing (3,876 peers)
- -21.1%
- assets change YoY
- 119×
- 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/Ibt Full-Time Employee Pension Plan's outsized position by total assets
UPS/Ibt Full-Time Employee Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,867,504,693 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/Ibt Full-Time Employee 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/Ibt Full-Time Employee Pension Plan is a mega filing (68,592 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 266150755 · Board of Trustees of the UPS/Ibt Full-Time Pension Plan PY 2022 · Defined Benefit (Pension)
UPS/Ibt Full-Time Employee Pension Plan · $11.9B · 68,592 · 100th
- EIN $11.9B
- RANK 68,592
- PHOTO 100th
- IND Defined Benefit (Pension)
- EOY near Exxonmobil Pension Plan
- 5500 ind #3869
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/Ibt Full-Time Employee Pension Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $15.0B |
|---|---|
| Net Assets (End of Year) | $11.9B |
| Net Income | -$3.2B |
| Employer EIN | 266150755 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the UPS/Ibt Full-Time Pension Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the UPS/Ibt Full-Time Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.2B 2.965733522798616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68,592 | $11.9B |
| 2023 | 1 | 70,241 | $12.3B |
| 2024 | 1 | 69,627 | $12.2B |
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 Pension Plan $9.6B · 151,682
- Delta Retirement Plan $7.4B · 15,951
- Cox Enterprises, Inc. Pension Plan $7.1B · 26,075
Scale composition for UPS/Ibt Full-Time Employee Pension Plan
UPS/Ibt Full-Time Employee Pension Plan reports $11.9B in end-of-year assets across 68,592 participants (0.096% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.073% of 93,925,755 covered participants) - about $173,016 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2022 was -$3.2B.
This plan identity (EIN 266150755, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $11.9B to $12.2B (+3.0%) while covered participants moved from 68,592 to 69,627 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 68,592 | $11.9B | This page |
| 2023 | 70,241 | $12.3B | Open filing |
| 2024 · index core | 69,627 | $12.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- UPS/Ibt Full-Time Employee Pension Plan (Defined Benefit (Pension), $12.2B, 69,627 participants)
UPS/Ibt Full-Time Employee Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is Exxonmobil Pension Plan in TX ($11.6B); by covered participants it is Upmc Basic Retirement Plan in PA (68,708 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11.9B here).
- Exxonmobil Pension Plan (TX) $11.6B · 23,661
- Raytheon Company Pension Plan for Salaried Employees (CT) $11.6B · 13,495
- The Prudential Merged Retirement Plan (NJ) $12.3B · 17,538
- Pension and Retirement Plan (DE) $12.3B · 2,875
Similar participant headcount
Nearest other-state filings by covered participants (68,592 participants); asset peers above are excluded.
- Upmc Basic Retirement Plan (PA) 68,708 · 116 off
- Mayo Pension Plan (MN) 66,434 · 2,158 off
- Pepsico, Inc. Employees Retirement Plan H (NY) 73,040 · 4,448 off
- Motion Picture Industry Pension Plan (CA) 63,914 · 4,678 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.