401(k) · DOL Form 5500 · 2022

Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan 401(k) Plan

Data updated 2026-08-11

$14.7B
Total assets
549,610
Participants
100th
Percentile by assets
$26,689
Avg per participant
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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.

  • 100th percentile by assets (of 139,126 plans)
  • #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.

$14.7B
total plan assets (2022 EOY)
549,610
covered participants
100th
percentile by assets (of 139,126 plans)
$26,689
avg assets per participant

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.

State
Georgia
Industry
Transportation & Warehousing

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. The Teamster-UPS National 401(k) Tax Deferred Savings Plan reports 549,610 participants - 501x that state average ($14.7B EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$17.4B
Net Assets (End of Year)$14.7B
Net Income-$2.7B
Employer EIN951732075
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan)

$30B$40B$50B$60B$70B 202220232024 $57.6B $64B â–˛ +11.2%
Total plan assets by year, all Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan plans on file
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.

The Teamster-UPS National 401(k) Tax Deferred Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster-UPS National 401(k) Tax Deferred Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 6810121416 Total assets ($B) Participants The Teamster-UPS Nat…Delta 401(k) Retirem…Delta 401(k) Retirem…UPS 401 (K) Savings …The Home Depot Futur…The Southern Company…
The Teamster-UPS National 401(k) Tax Deferred Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare The Teamster-UPS National 401(k) Tax Def… side-by-side with 3 peers →

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Teamster-UPS National 401(k) Tax Deferred Savings Plan by total assets, not by location.

Frequently Asked Questions

How did The Teamster-UPS National 401(k) Tax Deferred Savings Plan assets move in 2022? ▼
The Teamster-UPS National 401(k) Tax Deferred Savings Plan declined sharply - down 15.5% during 2022, from $17.4B to $14.7B. Reported net income was -$2.7B.
How have Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan's sponsor-wide assets grew 11.2%, from $57.6B to $64.0B.
Where does The Teamster-UPS National 401(k) Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
The Teamster-UPS National 401(k) Tax Deferred Savings Plan ranks in the 100th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to The Teamster-UPS National 401(k) Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is State Farm 401(k) Savings Plan in IL ($14.7B, 53,616 participants).

Next read for The Teamster-UPS National 401(k) Tax Def…

Filing takeaways

Ways to act on The Teamster-UPS National 401(k) Tax Deferred Savings Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951732075.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.