401(k) · DOL Form 5500 · 2023

United Parcel Service of America, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
698
Participants Below avg headcount
72nd
Percentile by assets National rank
$27,358
Avg per participant Low balance/head
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Official DOL plan name: The Marken 401(k) Plan · Sponsored by United Parcel Service of America, Inc. · North Carolina · Transportation & Warehousing

$19M in assets, 698 participants

United Parcel Service of America, Inc.'s The Marken 401(k) Plan reported $19M in total assets and 698 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,407 in Transportation & Warehousing (3,362 peers)

United Parcel Service of America, Inc. multi-year trail

United Parcel Service of America, Inc.'s plans moved +66.6% in assets from 2022 to 2024; this filing shows The Marken 401(k) Plan at $19M / 698 participants.

#2,407
in Transportation & Warehousing (3,362 peers)
+36.4%
assets growth YoY

The Marken 401(k) Plan's outsized position by total assets

The Marken 401(k) Plan vs every filed plan by assets

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

$19,096,041 Top 28% higher than 72% 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

The Marken 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Marken 401(k) Plan sits mid-pack in the medium band (698 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Marken 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Marken 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • The Marken 401(k) Plan reported participants rose from 557 in the plan year 2022 filing to 698 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 383855670 · United Parcel Service of America, Inc. PY 2023 · 401(k)

The Marken 401(k) Plan · $19M · 698 · 72nd

  • ASSETS $19M
  • ASSETS 698
  • ASSETS 72nd
  • ASSETS 401(k)
  • ASSETS near Outmatch, Inc. 401(k) Retirement Plan
  • ASSETS ind #2407

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 North Carolina →

The Marken 401(k) Plan in the asset neighbourhood

The Marken 401(k) Plan$19MOutmatch, Inc. 401(k) Retirement PlanOutmatch, Inc. 401(k) Retire…$19MSabine Bancshares, Inc. 401(k) PlanSabine Bancshares, Inc. 401(…$19MPaige Electric Co., L.P. 401(k) Profit Sharing PlanPaige Electric Co., L.P. 401…$19MPreston Management, Inc. 401(k) Profit Sharing PlanPreston Management, Inc. 401…$19M
End-of-year total assets ($M) among The Marken 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

United Parcel Service of America, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United Parcel Service of America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 66.56553978310079% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14M $23.3M ▲ +66.6%
Year Plans Participants Total Assets
2022 1 557 $14M
2023 1 698 $19M
2024 1 771 $23M

United Parcel Service of America, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN383855670
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

The Marken 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The Marken 401(k) Plan, Total assets ($B): 0.019096041 · Participants: 698The Marken 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
The Marken 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Marken 401(k) Plan side-by-side with 3 peers →

The Marken 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Outmatch, Inc. 401(k) Retirement Plan in TX ($19M); by covered participants it is Premier Transportation Employee Retirement Savings 401(k) Plan in GA (698 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (698 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 The Marken 401(k) Plan assets move in 2023? ▼
The Marken 401(k) Plan surged - up 36.4% during 2023, from $14M to $19M. Reported net income was $5M.
How have United Parcel Service of America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Parcel Service of America, Inc.'s sponsor-wide assets grew 66.6%, from $14M to $23M.
Which 401(k) plans are similar in size to The Marken 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Outmatch, Inc. 401(k) Retirement Plan in TX ($19M, 117 participants).
Which 401(k) plans cover a similar participant headcount to The Marken 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Transportation Employee Retirement Savings 401(k) Plan in GA (698 participants, $10M 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 383855670.

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.