401(k) · DOL Form 5500 · 2023

Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan 401(k) Plan

Data updated 2026-08-25

$17.2B
Total assets Mega-plan scale
510,511
Participants Very large workforce
100th
Percentile by assets National rank
$33,659
Avg per participant Low balance/head
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Official DOL plan name: The Teamster - UPS National 401(k) Tax Deferred Savings Plan · Sponsored by Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan · Georgia · Transportation & Warehousing

$17.2B in assets, 510,511 participants

Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan's The Teamster - UPS National 401(k) Tax Deferred Savings Plan reported $17.2B in total assets and 510,511 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.

  • #3,358 in Transportation & Warehousing (3,362 peers)

Coverage in Georgia

The Teamster - UPS National 401(k) Tax Deferred Savings Plan covers 510,511 participants in Georgia, 466x the typical Georgia plan (state average ~1,096 per filing). Assets: $17.2B.

#3,358
in Transportation & Warehousing (3,362 peers)
+17.1%
assets growth YoY
172×
vs typical plan assets (national mean)

The Teamster - UPS National 401(k) Tax Deferred Savings Plan's outsized position by total assets

The Teamster - UPS National 401(k) Tax Deferred Savings Plan vs every filed plan by assets

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

$17,183,099,452 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

The Teamster - UPS National 401(k) Tax Deferred Savings 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. The Teamster - UPS National 401(k) Tax Deferred Savings Plan is a mega filing (510,511 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Teamster - UPS National 401(k) Tax Deferred Savings Plan reported net income rose from -$2.7B in the plan year 2022 filing to $2.5B in the plan year 2023 filing.
  • The Teamster - UPS National 401(k) Tax Deferred Savings Plan end-of-year assets rose from $14.7B in the plan year 2022 filing to $17.2B in the plan year 2023 filing.
  • The Teamster - UPS National 401(k) Tax Deferred Savings Plan reported participants fell from 549,610 in the plan year 2022 filing to 510,511 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951732075 · Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan PY 2023 · 401(k)

The Teamster - UPS National 401(k) Tax Deferred Savings Plan · $17.2B · 510,511 · 100th

  • 5500 $17.2B
  • 5500 510,511
  • 5500 100th
  • 5500 401(k)
  • 5500 near Comcast Corporation Retirement - Investment Plan
  • 5500 ind #3358

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 →

The Teamster - UPS National 401(k) Tax Deferred Savings Plan in the asset neighbourhood

Accenture United States 401(k) Match Savings PlanAccenture United States 401(…$17.6BComcast Corporation Retirement - Investment PlanComcast Corporation Retireme…$17.4BThe Teamster - UPS National 401(k) Tax Deferred Savings PlanThe Teamster - UPS National …$17.2BState Farm 401(k) Savings PlanState Farm 401(k) Savings Pl…$16.9BCaterpillar 401(k) Savings PlanCaterpillar 401(k) Savings P…$16.5B
End-of-year total assets ($B) among The Teamster - UPS National 401(k) Tax Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$14.7B
Net Assets (End of Year)$17.2B
Net Income$2.5B
Employer EIN951732075
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan 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 401(k) Plans in Georgia

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

The Teamster - UPS National 401(k) Tax Deferred Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 681012141618 Total assets ($B) Participants The Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot FuturebuilderThe Southern Company Employee Savings Plan, Total assets ($B): 8.390479468 · Participants: 27549The Southern Company Employee Savings Plan
The Teamster - UPS National 401(k) Tax Deferred Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare The Teamster - UPS National 401(k) Tax Deferred Savings Plan side-by-side with 3 peers →

Scale composition for The Teamster - UPS National 401(k) Tax Deferred Savings Plan

The Teamster - UPS National 401(k) Tax Deferred Savings Plan reports $17.2B in end-of-year assets across 510,511 participants (0.14% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.54% of 93,925,755 covered participants) - about $33,659 per participant (24% of the national average assets-per-participant) . Net income for plan year 2023 was $2.5B.

This plan identity (EIN 951732075, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $14.7B to $19.3B (+31.6%) while covered participants moved from 549,610 to 452,126 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 549,610 $14.7B Open filing
2023 510,511 $17.2B This page
2024 · index core 452,126 $19.3B Open filing

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

The Teamster - UPS National 401(k) Tax Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Comcast Corporation Retirement - Investment Plan in PA ($17.4B); by covered participants it is Paychex Pooled Employer 401(k) Plan in NY (485,003 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (510,511 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 Teamster - UPS National 401(k) Tax Deferred Savings Plan assets move in 2023? ▼
The Teamster - UPS National 401(k) Tax Deferred Savings Plan grew sharply - up 17.1% during 2023, from $14.7B to $17.2B. Reported net income was $2.5B.
How have Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan's sponsor-wide assets grew 11.2%, from $57.6B to $64.0B.
Where does The Teamster - UPS National 401(k) Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
The Teamster - UPS National 401(k) Tax Deferred Savings 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 401(k) plans are similar in size to The Teamster - UPS National 401(k) Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Comcast Corporation Retirement - Investment Plan in PA ($17.4B, 93,136 participants).
Which 401(k) plans cover a similar participant headcount to The Teamster - UPS National 401(k) Tax Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paychex Pooled Employer 401(k) Plan in NY (485,003 participants, $1.1B 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.