Defined Benefit (Pension) · DOL Form 5500 · 2023
Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan Pension Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 6,026
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $346,616
- Avg per participant High balance/head
Official DOL plan name: Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan · Sponsored by Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan · Georgia · Transportation & Warehousing
$2.1B in assets, 6,026 participants
Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan's Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan reported $2.1B in total assets and 6,026 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.
- #3,318 in Transportation & Warehousing (3,362 peers)
Coverage in Georgia
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan covers 6,026 participants in Georgia, 5.5x the typical Georgia plan (state average ~1,096 per filing). Assets: $2.1B.
- #3,318
- in Transportation & Warehousing (3,362 peers)
- +13.5%
- assets growth YoY
- 21×
- vs typical plan assets (national mean)
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan's outsized position by total assets
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,088,708,525 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
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement 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. Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan lands in the large band (6,026 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan reported net income rose from -$209M in the plan year 2022 filing to $261M in the plan year 2023 filing.
- Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan end-of-year assets rose from $1.8B in the plan year 2022 filing to $2.1B in the plan year 2023 filing.
- Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan reported participants fell from 6,053 in the plan year 2022 filing to 6,026 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 516117726 · Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan PY 2023 · Defined Benefit (Pension)
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan · $2.1B · 6,026 · 99th
- 5500 $2.1B
- ASSETS 6,026
- PCT 99th
- EIN Defined Benefit (Pension)
- RANK near The Northwestern Mutual Life Insurance Company Agents Retirement Plan
- PHOTO ind #3318
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 Georgia →
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | $261M |
| Employer EIN | 516117726 |
| Plan Effective Date | 1953-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan)
Sponsor-wide plan assets over time
All Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.4B 27.692645975204915% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,053 | $1.8B |
| 2023 | 1 | 6,026 | $2.1B |
| 2024 | 1 | 5,814 | $2.4B |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Southern Company Pension Plan $15.6B · 25,241
- UPS/Ibt Full-Time Employee Pension Plan $12.3B · 70,241
- UPS Pension Plan $9.7B · 153,217
- Cox Enterprises, Inc. Pension Plan $7.4B · 24,023
- Delta Retirement Plan $7.3B · 15,601
Scale composition for Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan reports $2.1B in end-of-year assets across 6,026 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $346,616 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2023 was $261M.
This plan identity (EIN 516117726, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.8B to $2.4B (+27.7%) while covered participants moved from 6,053 to 5,814 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,053 | $1.8B | Open filing |
| 2023 | 6,026 | $2.1B | This page |
| 2024 · index core | 5,814 | $2.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan (Defined Benefit (Pension), $2.4B, 5,814 participants)
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is The Northwestern Mutual Life Insurance Company Agents Retirement Plan in WI ($2.1B); by covered participants it is Electrical Workers Pension Plan Local 103 I.B.E.W. in MA (6,014 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan (WI) $2.1B · 7,368
- Cleveland-Cliffs Steel LLC Pension Plan (IL) $2.1B · 982
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee (TN) $2.1B · 2,710
- Automotive Industries Pension Plan (CA) $2.1B · 3,056
Similar participant headcount
Nearest other-state filings by covered participants (6,026 participants); asset peers above are excluded.
- Electrical Workers Pension Plan Local 103 I.B.E.W. (MA) 6,014 · 12 off
- Division 1181 Atu- Ny Employees Pension Fund and Plan (NY) 5,983 · 43 off
- Northern Light Health Retirement Partnership Plan (ME) 5,979 · 47 off
- Pension Plan of L'oreal USA, Inc. (NJ) 6,109 · 83 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.