Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of the UPS/Ibt Full-Time Pension Plan Pension Plan
Data updated 2026-08-06
- $11.9B
- Total assets
- 68,592
- Participants
- 100th
- Percentile by assets
- $173,016
- Avg per participant
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.
- 100th percentile by assets (of 139,258 plans)
- #3,877 in Transportation & Warehousing (3,884 peers)
Coverage in Georgia
UPS/Ibt Full-Time Employee Pension Plan covers 68,592 participants in Georgia, 61x the typical Georgia plan (state average ~1,126 per filing). Assets: $11.9B.
- $11.9B
- total plan assets (2022 EOY)
- 68,592
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $173,016
- avg assets per participant
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.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,126 participants across 3,470 plans. UPS/Ibt Full-Time Employee Pension Plan reports 68,592 participants - 61x that state average ($11.9B EOY assets).
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)
| 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/Ibt Full-Time Employee Pension 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 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 (0.10% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.076% of 89,805,449 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to UPS/Ibt Full-Time Employee Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did UPS/Ibt Full-Time Employee Pension Plan assets move in 2022? ▼
How have Board of Trustees of the UPS/Ibt Full-Time Pension Plan plan assets changed over time? ▼
Where does UPS/Ibt Full-Time Employee Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to UPS/Ibt Full-Time Employee Pension Plan? ▼
Next read for UPS/Ibt Full-Time Employee Pension Plan
Filing takeaways
Ways to act on UPS/Ibt Full-Time Employee Pension Plan's numbers.
- By total assets, UPS/Ibt Full-Time Employee Pension 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
- Board of Trustees of the UPS/Ibt Full-Time Pension Plan's sponsor-wide assets have grown 3.0% since 2022 across 3 plan years on file. More Transportation & Warehousing plans