Money Purchase · DOL Form 5500 · 2024
United Parcel Service Company Money Purchase Plan
Data updated 2026-08-25
- $618M
- Total assets Above avg plan size
- 1,824
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $338,659
- Avg per participant High balance/head
Official DOL plan name: UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan · Sponsored by United Parcel Service Company · Kentucky · Transportation & Warehousing
$618M in assets, 1,824 participants
United Parcel Service Company's UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan reported $618M in total assets and 1,824 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,174 in Transportation & Warehousing (3,299 peers)
Coverage in Kentucky
UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan covers 1,824 participants in Kentucky, 2.8x the typical Kentucky plan (state average ~647 per filing). Assets: $618M.
- #3,174
- in Transportation & Warehousing (3,299 peers)
- +12.3%
- assets growth YoY
- 6.2×
- vs typical plan assets (national mean)
UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan's outsized position by total assets
UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$617,713,756 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan lands in the large band (1,824 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan end-of-year assets rose from $550M in the plan year 2023 filing to $618M in the plan year 2024 filing.
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan reported net income fell from $72M in the plan year 2023 filing to $68M in the plan year 2024 filing.
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan reported participants rose from 1,810 in the plan year 2023 filing to 1,824 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 131686691 · United Parcel Service Company PY 2024 · Money Purchase
UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan · $618M · 1,824 · 98th
- BOOK $618M
- BOOK 1,824
- BOOK 98th
- BOOK Money Purchase
- BOOK near Iron Workers District Council of New England Annuity Fund
- BOOK ind #3174
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 Kentucky →
UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $550M |
|---|---|
| Net Assets (End of Year) | $618M |
| Net Income | $68M |
| Employer EIN | 131686691 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Parcel Service Company)
Sponsor-wide plan assets over time
All United Parcel Service Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.1B 28.91803321594822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 8,599 | $3.9B |
| 2023 | 4 | 8,923 | $4.5B |
| 2024 | 4 | 8,697 | $5.1B |
Nearby Money Purchase Plans in Kentucky
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- UPS/Ipa Defined Contribution Money Purchase Pension Plan $2.5B · 1,984
- University of Louisville Physicians, Inc. Money Purchase Pension Plan $111M · 424
- Plumbers & Steamfitters Local 577 Annuity Plan $23M · 338
- Plumbers & Steamfitters Local 248 Annuity Plan $14M · 366
- Bricklayers & Allied Craftsmen Local Union No. 7 Retirement Plan $8M · 75
UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Kentucky, the nearest Money Purchase by assets is Iron Workers District Council of New England Annuity Fund in MA ($614M); by covered participants it is Thrivent Capital Accumulation Plan in MN (1,816 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($618M here).
- Iron Workers District Council of New England Annuity Fund (MA) $614M · 7,659
- Educational Testing Service 401(a) Retirement Plan (NJ) $593M · 3,097
- The Rand Corporation 401(a) Qualified Retirement Plan (CA) $656M · 2,313
- Middlebury College Core Retirement Plan (VT) $574M · 1,500
Similar participant headcount
Nearest other-state filings by covered participants (1,824 participants); asset peers above are excluded.
- Thrivent Capital Accumulation Plan (MN) 1,816 · 8 off
- Local 210's Annuity Fund (NY) 1,816 · 8 off
- First Hawaiian, Inc. Future Plan (HI) 1,815 · 9 off
- Greater Texas IBEW NECA Annuity Plan (TX) 1,845 · 21 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.