Defined Benefit (Pension) · DOL Form 5500 · 2023

United Parcel Service of America, Inc. Pension Plan

Data updated 2026-08-25

$9.7B
Total assets Very large vs avg
153,217
Participants Very large workforce
100th
Percentile by assets National rank
$63,529
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: UPS Pension Plan · Sponsored by United Parcel Service of America, Inc. · Georgia · Real Estate

$9.7B in assets, 153,217 participants

United Parcel Service of America, Inc.'s UPS Pension Plan reported $9.7B in total assets and 153,217 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.

  • #4,727 in Real Estate (4,727 peers)

Coverage in Georgia

UPS Pension Plan covers 153,217 participants in Georgia, 140x the typical Georgia plan (state average ~1,096 per filing). Assets: $9.7B.

#4,727
in Real Estate (4,727 peers)
+1.7%
assets growth YoY
98×
vs typical plan assets (national mean)

UPS Pension Plan's outsized position by total assets

UPS Pension Plan vs every filed plan by assets

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

$9,733,665,646 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 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 Pension Plan is a mega filing (153,217 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • UPS Pension Plan reported net income rose from -$3.2B in the plan year 2022 filing to $165M in the plan year 2023 filing.
  • UPS Pension Plan end-of-year assets rose from $9.6B in the plan year 2022 filing to $9.7B in the plan year 2023 filing.
  • UPS Pension Plan reported participants rose from 151,682 in the plan year 2022 filing to 153,217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951732075 · United Parcel Service of America, Inc. PY 2023 · Defined Benefit (Pension)

UPS Pension Plan · $9.7B · 153,217 · 100th

  • EBSA $9.7B
  • EBSA 153,217
  • EBSA 100th
  • EBSA Defined Benefit (Pension)
  • EBSA near Ilwu-Pma Pension Plan
  • EBSA ind #4727

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 Real Estate retirement plans → · Plans in Georgia →

UPS Pension Plan in the asset neighbourhood

Disney Salaried Pension Plan DDisney Salaried Pension Plan…$10.1BCaterpillar Inc. Retirement Income PlanCaterpillar Inc. Retirement …$9.8BUPS Pension Plan$9.7BIlwu-Pma Pension Plan$9.7BChevron Retirement Plan$9.5B
End-of-year total assets ($B) among UPS Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$9.6B
Net Assets (End of Year)$9.7B
Net Income$165M
Employer EIN951732075
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Parcel Service of America, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$64.0B 11.188741720300314% vs 2022
2024 filing year
$30B$40B$50B$60B$70B 202220232024 $57.6B $64B ▲ +11.2%
Year Plans Participants Total Assets
2022 5 861,423 $57.6B
2023 4 765,959 $40.0B
2024 5 748,428 $64.0B

Nearby Defined Benefit (Pension) Plans in Georgia

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

UPS Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 05101520 Total assets ($B) Participants UPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee 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 Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare UPS Pension Plan side-by-side with 3 peers →

Scale composition for UPS Pension Plan

UPS Pension Plan reports $9.7B in end-of-year assets across 153,217 participants (0.079% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.16% of 93,925,755 covered participants) - about $63,529 per participant (46% of the national average assets-per-participant) . Net income for plan year 2023 was $165M.

This plan identity (EIN 951732075, plan #022) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.6B to $9.3B (-3.0%) while covered participants moved from 151,682 to 157,587 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 151,682 $9.6B Open filing
2023 153,217 $9.7B This page
2024 · index core 157,587 $9.3B Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

UPS Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Ilwu-Pma Pension Plan in CA ($9.7B); by covered participants it is Fedex Corporation Employees' Pension Plan in TN (139,031 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (153,217 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 Pension Plan assets move in 2023? ▼
UPS Pension Plan edged up modestly - up 1.7% during 2023, from $9.6B to $9.7B. Reported net income was $165M.
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 11.2%, from $57.6B to $64.0B.
Where does UPS Pension Plan rank by assets among Form 5500 filers? ▼
UPS 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 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ilwu-Pma Pension Plan in CA ($9.7B, 16,365 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to UPS Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Fedex Corporation Employees' Pension Plan in TN (139,031 participants, $26.6B 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 951732075.

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.