401(k) · DOL Form 5500 · 2022
Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan 401(k) Plan
Data updated 2026-08-25
- $14.7B
- Total assets Mega-plan scale
- 549,610
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $26,689
- Avg per participant Low balance/head
Official DOL plan name: The Teamster-UPS National 401(k) Tax Deferred Savings Plan · Sponsored by Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan · Georgia · Transportation & Warehousing
$14.7B in assets, 549,610 participants
Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan's The Teamster-UPS National 401(k) Tax Deferred Savings Plan reported $14.7B in total assets and 549,610 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.
- #3,872 in Transportation & Warehousing (3,876 peers)
Coverage in Georgia
The Teamster-UPS National 401(k) Tax Deferred Savings Plan covers 549,610 participants in Georgia, 501x the typical Georgia plan (state average ~1,096 per filing). Assets: $14.7B.
- #3,872
- in Transportation & Warehousing (3,876 peers)
- -15.5%
- assets change YoY
- 147×
- vs typical plan assets (national mean)
The plan reported a net loss of $2.7B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Teamster-UPS National 401(k) Tax Deferred Savings Plan's outsized position by total assets
The Teamster-UPS National 401(k) Tax Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,668,727,371 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
The Teamster-UPS National 401(k) Tax Deferred Savings 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. The Teamster-UPS National 401(k) Tax Deferred Savings Plan is a mega filing (549,610 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 951732075 · Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan PY 2022 · 401(k)
The Teamster-UPS National 401(k) Tax Deferred Savings Plan · $14.7B · 549,610 · 100th
- EBSA $14.7B
- EBSA 549,610
- EBSA 100th
- EBSA 401(k)
- EBSA near State Farm 401(k) Savings Plan
- EBSA ind #3872
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 →
The Teamster-UPS National 401(k) Tax Deferred Savings Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $17.4B |
|---|---|
| Net Assets (End of Year) | $14.7B |
| Net Income | -$2.7B |
| Employer EIN | 951732075 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan 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 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
- The Southern Company Employee Savings Plan $7.8B · 27,061
Scale composition for The Teamster-UPS National 401(k) Tax Deferred Savings Plan
The Teamster-UPS National 401(k) Tax Deferred Savings Plan reports $14.7B in end-of-year assets across 549,610 participants (0.12% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.59% of 93,925,755 covered participants) - about $26,689 per participant (19% of the national average assets-per-participant) . Net income for plan year 2022 was -$2.7B.
This plan identity (EIN 951732075, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $14.7B to $19.3B (+31.6%) while covered participants moved from 549,610 to 452,126 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 549,610 | $14.7B | This page |
| 2023 | 510,511 | $17.2B | Open filing |
| 2024 · index core | 452,126 | $19.3B | 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)
The Teamster-UPS National 401(k) Tax Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is State Farm 401(k) Savings Plan in IL ($14.7B); by covered participants it is Express Employment Professionals 401(k) Retirement Savings Plan in OK (562,246 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14.7B here).
- State Farm 401(k) Savings Plan (IL) $14.7B · 53,616
- Comcast Corporation Retirement - Investment Plan (PA) $14.8B · 97,769
- Honeywell 401(k) Plan (NC) $14.6B · 39,007
- Apple 401(k) Plan (CA) $15.0B · 96,218
Similar participant headcount
Nearest other-state filings by covered participants (549,610 participants); asset peers above are excluded.
- Express Employment Professionals 401(k) Retirement Savings Plan (OK) 562,246 · 12,636 off
- Target Corporation 401(k) Plan (MN) 400,422 · 149,188 off
- Paychex Pooled Employer 401(k) Plan (NY) 299,256 · 250,354 off
- Adp Totalsource Retirement Savings Plan (FL) 287,453 · 262,157 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.