Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the UPS/Ibt Full-Time Pension Plan Pension Plan

Data updated 2026-08-25

$12.3B
Total assets Mega-plan scale
70,241
Participants Very large workforce
100th
Percentile by assets National rank
$174,899
Avg per participant Above avg balance/head
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Official DOL plan name: UPS/Ibt Full-Time Employee Pension Plan · Sponsored by Board of Trustees of the UPS/Ibt Full-Time Pension Plan · Georgia · Transportation & Warehousing

$12.3B in assets, 70,241 participants

Board of Trustees of the UPS/Ibt Full-Time Pension Plan's UPS/Ibt Full-Time Employee Pension Plan reported $12.3B in total assets and 70,241 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #3,352 in Transportation & Warehousing (3,362 peers)

Coverage in Georgia

UPS/Ibt Full-Time Employee Pension Plan covers 70,241 participants in Georgia, 64x the typical Georgia plan (state average ~1,096 per filing). Assets: $12.3B.

#3,352
in Transportation & Warehousing (3,362 peers)
+3.5%
assets growth YoY
123×
vs typical plan assets (national mean)

UPS/Ibt Full-Time Employee Pension Plan's outsized position by total assets

UPS/Ibt Full-Time Employee Pension Plan vs every filed plan by assets

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

$12,285,105,757 Highest reported value at or above every one 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 Full-Time Employee Pension Plan's mega-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 Full-Time Employee Pension Plan is a mega filing (70,241 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • UPS/Ibt Full-Time Employee Pension Plan reported net income rose from -$3.2B in the plan year 2022 filing to $418M in the plan year 2023 filing.
  • UPS/Ibt Full-Time Employee Pension Plan end-of-year assets rose from $11.9B in the plan year 2022 filing to $12.3B in the plan year 2023 filing.
  • UPS/Ibt Full-Time Employee Pension Plan reported participants rose from 68,592 in the plan year 2022 filing to 70,241 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 266150755 · Board of Trustees of the UPS/Ibt Full-Time Pension Plan PY 2023 · Defined Benefit (Pension)

UPS/Ibt Full-Time Employee Pension Plan · $12.3B · 70,241 · 100th

  • EIN $12.3B
  • EIN 70,241
  • EIN 100th
  • EIN Defined Benefit (Pension)
  • EIN near The Prudential Merged Retirement Plan
  • EIN ind #3352

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 →

UPS/Ibt Full-Time Employee Pension Plan in the asset neighbourhood

Ford Motor Company General Retirement PlanFord Motor Company General R…$12.7BUPS/Ibt Full-Time Employee Pension PlanUPS/Ibt Full-Time Employee P…$12.3BThe Prudential Merged Retirement PlanThe Prudential Merged Retire…$12.2BExxonmobil Pension Plan$12.0BThe Lilly Retirement Plan$11.7B
End-of-year total assets ($B) among UPS/Ibt Full-Time Employee Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$11.9B
Net Assets (End of Year)$12.3B
Net Income$418M
Employer EIN266150755
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the UPS/Ibt Full-Time Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the UPS/Ibt Full-Time Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$12.2B 2.965733522798616% vs 2022
2024 filing year
$11.8B$12B$12.2B$12.4B 202220232024 $11.9B $12.2B ▲ +2.9%
Year Plans Participants Total Assets
2022 1 68,592 $11.9B
2023 1 70,241 $12.3B
2024 1 69,627 $12.2B

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

UPS/Ibt Full-Time Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 05101520 Total assets ($B) Participants UPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement PlanUfcw Consolidated Pension Fund, Total assets ($B): 5.460667911 · Participants: 191597Ufcw Consolidated Pension Fund
UPS/Ibt Full-Time Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare UPS/Ibt Full-Time Employee Pension Plan side-by-side with 3 peers →

Scale composition for UPS/Ibt Full-Time Employee Pension Plan

UPS/Ibt Full-Time Employee Pension Plan reports $12.3B in end-of-year assets across 70,241 participants (0.100% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.075% of 93,925,755 covered participants) - about $174,899 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $418M.

This plan identity (EIN 266150755, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $11.9B to $12.2B (+3.0%) while covered participants moved from 68,592 to 69,627 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 68,592 $11.9B Open filing
2023 70,241 $12.3B This page
2024 · index core 69,627 $12.2B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

UPS/Ibt Full-Time Employee Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is The Prudential Merged Retirement Plan in NJ ($12.2B); by covered participants it is Upmc Basic Retirement Plan in PA (70,746 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (70,241 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 Full-Time Employee Pension Plan assets move in 2023? ▼
UPS/Ibt Full-Time Employee Pension Plan edged up modestly - up 3.5% during 2023, from $11.9B to $12.3B. Reported net income was $418M.
How have Board of Trustees of the UPS/Ibt Full-Time Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the UPS/Ibt Full-Time Pension Plan's sponsor-wide assets grew 3.0%, from $11.9B to $12.2B.
Where does UPS/Ibt Full-Time Employee Pension Plan rank by assets among Form 5500 filers? ▼
UPS/Ibt Full-Time Employee Pension Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to UPS/Ibt Full-Time Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Prudential Merged Retirement Plan in NJ ($12.2B, 16,230 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to UPS/Ibt Full-Time Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Upmc Basic Retirement Plan in PA (70,746 participants, $2.8B 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 266150755.

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.