Money Purchase · DOL Form 5500 · 2022
Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 1,192
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $45,092
- Avg per participant Low balance/head
Official DOL plan name: United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund · Sponsored by Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund · New Jersey · Transportation & Warehousing
$54M in assets, 1,192 participants
Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund's United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund reported $54M in total assets and 1,192 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #3,389 in Transportation & Warehousing (3,876 peers)
Where United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund sits by assets
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund sits in the top quartile of all filed plans by assets, $54M for 1,192 participants (~$45,092/participant), up 1.8% in 2022.
- #3,389
- in Transportation & Warehousing (3,876 peers)
- +1.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund's outsized position by total assets
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$53,749,499 Top 11% higher than 89% 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
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund lands in the large band (1,192 participants).
EBSA filing schedule strip
Filing strip 133031882 · Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund PY 2022 · Money Purchase
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund · $54M · 1,192 · 89th
- 5500 $54M
- ASSETS 1,192
- PCT 89th
- EIN Money Purchase
- RANK near Great Plains Health Alliance Employees Pension Plan
- PHOTO ind #3389
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 New Jersey →
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $962K |
| Employer EIN | 133031882 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund)
Sponsor-wide plan assets over time
All Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 19.562070708789303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,192 | $54M |
| 2023 | 1 | 1,180 | $59M |
| 2024 | 1 | 1,175 | $64M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local 68 Engineers Union Annuity Plan $871M · 5,455
- Nysa-Ila Money Purchase Pension Fund and Plan $659M · 4,255
- Educational Testing Service 401(a) Retirement Plan $525M · 3,282
- Ironworkers Local 11 Annuity Fund $384M · 1,139
- Plumbers & Pipefitters Local 9 Surety Plan $257M · 1,957
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Great Plains Health Alliance Employees Pension Plan in KS ($54M); by covered participants it is Valley View Hospital Money Purchase Plan in CO (1,198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,192 participants); asset peers above are excluded.
- Valley View Hospital Money Purchase Plan (CO) 1,198 · 6 off
- The Legal Aid Society Staff Attorneys Pension Plan (NY) 1,206 · 14 off
- International Association of Heat and Frost Insulators Local 17 Annuity Fund (IL) 1,223 · 31 off
- Arkansas Chapter NECA-IBEW Retirement Plan (AR) 1,157 · 35 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.