Money Purchase · DOL Form 5500 · 2023
Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 1,180
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $49,985
- Avg per participant Low balance/head
Official DOL plan name: United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund · Sponsored by Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund · New Jersey · Transportation & Warehousing
$59M in assets, 1,180 participants
Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund's United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund reported $59M in total assets and 1,180 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #2,862 in Transportation & Warehousing (3,362 peers)
Where United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund sits by assets
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund sits in the top quartile of all filed plans by assets, $59M for 1,180 participants (~$49,985/participant), up 9.7% in 2023.
- #2,862
- in Transportation & Warehousing (3,362 peers)
- +9.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund's outsized position by total assets
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,982,808 Top 13% higher than 87% 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
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund'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. United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund lands in the large band (1,180 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund reported net income rose from $962K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund end-of-year assets rose from $54M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund reported participants fell from 1,192 in the plan year 2022 filing to 1,180 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 133031882 · Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund PY 2023 · Money Purchase
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund · $59M · 1,180 · 87th
- PCT $59M
- PCT 1,180
- PCT 87th
- PCT Money Purchase
- PCT near American Mathematical Society Retirement Plan
- PCT ind #2862
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 New Jersey →
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $5M |
| Employer EIN | 133031882 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund)
Sponsor-wide plan assets over time
All Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 19.562070708789303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,192 | $54M |
| 2023 | 1 | 1,180 | $59M |
| 2024 | 1 | 1,175 | $64M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local 68 Engineers Union Annuity Plan $919M · 5,196
- Nysa-Ila Money Purchase Pension Fund and Plan $787M · 4,634
- Educational Testing Service 401(a) Retirement Plan $577M · 3,310
- Ironworkers Local 11 Annuity Fund $375M · 1,159
- Plumbers & Pipefitters Local 9 Surety Plan $287M · 2,179
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is American Mathematical Society Retirement Plan in RI ($59M); by covered participants it is Arkansas Chapter NECA-IBEW Retirement Plan in AR (1,178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,180 participants); asset peers above are excluded.
- Arkansas Chapter NECA-IBEW Retirement Plan (AR) 1,178 · 2 off
- International Association of Heat and Frost Insulators Local 17 Annuity Fund (IL) 1,187 · 7 off
- IBEW Local Union 668 Employees Pension Plan (IN) 1,162 · 18 off
- Union Hospital Money Purchase Retirement Plan (OH) 1,200 · 20 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.