401(k) · DOL Form 5500 · 2023

United Parcel Service Company 401(k) Plan

Data updated 2026-08-25

$446M
Total assets Above avg plan size
1,811
Participants Near avg headcount
97th
Percentile by assets National rank
$246,208
Avg per participant Above avg balance/head
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Official DOL plan name: UPS/Ibt Local 2727 401(k) Plan · Sponsored by United Parcel Service Company · Kentucky · Transportation & Warehousing

$446M in assets, 1,811 participants

United Parcel Service Company's UPS/Ibt Local 2727 401(k) Plan reported $446M in total assets and 1,811 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,229 in Transportation & Warehousing (3,362 peers)

Coverage in Kentucky

UPS/Ibt Local 2727 401(k) Plan covers 1,811 participants in Kentucky, 2.8x the typical Kentucky plan (state average ~647 per filing). Assets: $446M.

#3,229
in Transportation & Warehousing (3,362 peers)
+17.4%
assets growth YoY
4.5×
vs typical plan assets (national mean)

UPS/Ibt Local 2727 401(k) Plan's outsized position by total assets

UPS/Ibt Local 2727 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$445,881,819 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

UPS/Ibt Local 2727 401(k) 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/Ibt Local 2727 401(k) Plan lands in the large band (1,811 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • UPS/Ibt Local 2727 401(k) Plan reported net income rose from -$114M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • UPS/Ibt Local 2727 401(k) Plan end-of-year assets rose from $380M in the plan year 2022 filing to $446M in the plan year 2023 filing.
  • UPS/Ibt Local 2727 401(k) Plan reported participants rose from 1,723 in the plan year 2022 filing to 1,811 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131686691 · United Parcel Service Company PY 2023 · 401(k)

UPS/Ibt Local 2727 401(k) Plan · $446M · 1,811 · 97th

  • PHOTO $446M
  • IND 1,811
  • EOY 97th
  • 5500 401(k)
  • ASSETS near Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan
  • PCT ind #3229

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/Ibt Local 2727 401(k) Plan in the asset neighbourhood

Kroll 401(k) Retirement Savings PlanKroll 401(k) Retirement Savi…$446MAli Group Retirement Plan$446MPoint72, L.P. 401(k) Plan$446MUPS/Ibt Local 2727 401(k) PlanUPS/Ibt Local 2727 401(k) Pl…$446MBlue Cross and Blue Shield of Arizona, Inc. 401(k) Savings PlanBlue Cross and Blue Shield o…$446M
End-of-year total assets ($M) among UPS/Ibt Local 2727 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$380M
Net Assets (End of Year)$446M
Net Income$66M
Employer EIN131686691
Plan Effective Date2002-01-01
Filing StatusFILING 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
$3.5B$4B$4.5B$5B$5.5B 202220232024 $3.94B $5.08B ▲ +28.9%
Year Plans Participants Total Assets
2022 4 8,599 $3.9B
2023 4 8,923 $4.5B
2024 4 8,697 $5.1B

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

UPS/Ibt Local 2727 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants UPS/Ibt Local 2727 401(k) Plan, Total assets ($B): 0.445881819 · Participants: 1811UPS/Ibt Local 2727 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
UPS/Ibt Local 2727 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare UPS/Ibt Local 2727 401(k) Plan side-by-side with 3 peers →

UPS/Ibt Local 2727 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan in AZ ($446M); by covered participants it is Sylvamo Savings Plan in TN (1,811 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($446M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,811 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did UPS/Ibt Local 2727 401(k) Plan assets move in 2023? ▼
UPS/Ibt Local 2727 401(k) Plan grew sharply - up 17.4% during 2023, from $380M to $446M. Reported net income was $66M.
How have United Parcel Service Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Parcel Service Company's sponsor-wide assets grew 28.9%, from $3.9B to $5.1B.
Where does UPS/Ibt Local 2727 401(k) Plan rank by assets among Form 5500 filers? ▼
UPS/Ibt Local 2727 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to UPS/Ibt Local 2727 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Cross and Blue Shield of Arizona, Inc. 401(k) Savings Plan in AZ ($446M, 2,877 participants).
Which 401(k) plans cover a similar participant headcount to UPS/Ibt Local 2727 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sylvamo Savings Plan in TN (1,811 participants, $382M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131686691.

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.