Money Purchase · DOL Form 5500 · 2022

Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund Money Purchase Plan

Data updated 2026-08-11

$54M
Total assets: 1,192
Participants: 89th
Percentile by assets: $45,092
Avg per participant

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.

89th percentile by assets (of 139,126 plans)
#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.

$54M
total plan assets (2022 EOY): 1,192
covered participants: 89th
percentile by assets (of 139,126 plans): $45,092
avg assets per participant

State

New Jersey

Industry

Transportation & Warehousing

United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund vs the 2022 asset distribution

By assets, United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund plans on file

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.

United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants

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

Compare United Parcel Service, Inc. - Machinists… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund by total assets, not by location.

Great Plains Health Alliance Employees Pension Plan (KS) $54M · 763
Northwest Hospital Center, Inc. Money Purchase Pension Plan and Trust (MD) $54M · 1,140
The Excelsior University Retirement Plan (NY) $53M · 681
Operating Eng. Local 474 Defined Contribution (TN) $53M · 463

Frequently Asked Questions

How did United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund assets move in 2022? ▼

United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund edged up modestly - up 1.8% during 2022, from $53M to $54M. Reported net income was $962K.

How have Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund's sponsor-wide assets grew 19.6%, from $54M to $64M.

Where does United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund rank by assets among Form 5500 filers? ▼

United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).

Which Money Purchase plans are similar in size to United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund? ▼

Among Money Purchase plans in other states, the closest by assets is Great Plains Health Alliance Employees Pension Plan in KS ($54M, 763 participants).

Next read for United Parcel Service, Inc. - Machinists…

Scale reading

Ways to act on United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund's numbers.

By total assets, United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund's sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 133031882.