Money Purchase · DOL Form 5500 · 2023
United Parcel Service Company Money Purchase Plan
Data updated 2026-08-25
- $2.2B
- Total assets Very large vs avg
- 2,143
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: UPS/Ipa Defined Contribution Money Purchase Pension Plan · Sponsored by United Parcel Service Company · Kentucky · Transportation & Warehousing
$2.2B in assets, 2,143 participants
United Parcel Service Company's UPS/Ipa Defined Contribution Money Purchase Pension Plan reported $2.2B in total assets and 2,143 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #3,321 in Transportation & Warehousing (3,362 peers)
Coverage in Kentucky
UPS/Ipa Defined Contribution Money Purchase Pension Plan covers 2,143 participants in Kentucky, 3.3x the typical Kentucky plan (state average ~647 per filing). Assets: $2.2B.
- #3,321
- in Transportation & Warehousing (3,362 peers)
- +13.2%
- assets growth YoY
- 22×
- vs typical plan assets (national mean)
UPS/Ipa Defined Contribution Money Purchase Pension Plan's outsized position by total assets
UPS/Ipa Defined Contribution Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,177,270,606 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
UPS/Ipa Defined Contribution Money Purchase Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. UPS/Ipa Defined Contribution Money Purchase Pension Plan lands in the large band (2,143 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- UPS/Ipa Defined Contribution Money Purchase Pension Plan reported net income rose from -$476M in the plan year 2022 filing to $255M in the plan year 2023 filing.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan end-of-year assets rose from $1.9B in the plan year 2022 filing to $2.2B in the plan year 2023 filing.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan reported participants fell from 2,162 in the plan year 2022 filing to 2,143 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 131686691 · United Parcel Service Company PY 2023 · Money Purchase
UPS/Ipa Defined Contribution Money Purchase Pension Plan · $2.2B · 2,143 · 99th
- VS-ST $2.2B
- VS-ST 2,143
- VS-ST 99th
- VS-ST Money Purchase
- VS-ST near Retirement Income Plan for Teaching Faculty of Harvard University
- VS-ST ind #3321
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 Kentucky →
UPS/Ipa Defined Contribution Money Purchase Pension Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | $255M |
| Employer EIN | 131686691 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Parcel Service Company)
Sponsor-wide plan assets over time
All United Parcel Service Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.1B 28.91803321594822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 8,599 | $3.9B |
| 2023 | 4 | 8,923 | $4.5B |
| 2024 | 4 | 8,697 | $5.1B |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan $550M · 1,810
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $89M · 404
- Plumbers & Steamfitters Local 577 Annuity Plan $20M · 344
- Plumbers & Steamfitters Local 248 Annuity Plan $11M · 291
- Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan $8M · 65
UPS/Ipa Defined Contribution Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Kentucky, the nearest Money Purchase by assets is Retirement Income Plan for Teaching Faculty of Harvard University in MA ($2.2B); by covered participants it is University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan in WV (2,135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.2B here).
- Retirement Income Plan for Teaching Faculty of Harvard University (MA) $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund (MA) $2.2B · 11,709
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan (CA) $2.2B · 23,168
- International Brotherhood of Electrical Workers District No.9 Pension Plan (OR) $2.3B · 28,784
Similar participant headcount
Nearest other-state filings by covered participants (2,143 participants); asset peers above are excluded.
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan (WV) 2,135 · 8 off
- Money Purchase Pension Plan of Wake Forest University Health Sciences (NC) 2,131 · 12 off
- The Rand Corporation 401(a) Qualified Retirement Plan (CA) 2,156 · 13 off
- Cement Masons' Local 502 and Plasterers' Area 5 an (IL) 2,127 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.