401(k) · DOL Form 5500 · 2024

United Parcel Service Company 401(k) Plan

Data updated 2026-08-25

$508M
Total assets Above avg plan size
1,825
Participants Near avg headcount
97th
Percentile by assets National rank
$278,418
Avg per participant High balance/head
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Official DOL plan name: UPS/Ibt Local 2727 401(k) Plan · Sponsored by United Parcel Service Company · Kentucky · Transportation & Warehousing

$508M in assets, 1,825 participants

United Parcel Service Company's UPS/Ibt Local 2727 401(k) Plan reported $508M in total assets and 1,825 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,162 in Transportation & Warehousing (3,299 peers)

Coverage in Kentucky

UPS/Ibt Local 2727 401(k) Plan covers 1,825 participants in Kentucky, 2.8x the typical Kentucky plan (state average ~647 per filing). Assets: $508M.

#3,162
in Transportation & Warehousing (3,299 peers)
+14.0%
assets growth YoY
5.1×
vs typical plan assets (national mean)

UPS/Ibt Local 2727 401(k) Plan's outsized position by total assets

UPS/Ibt Local 2727 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$508,111,978 Top 3% higher than 97% of 123,620 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 2024

UPS/Ibt Local 2727 401(k) 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 401(k) Plan lands in the large band (1,825 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • UPS/Ibt Local 2727 401(k) Plan end-of-year assets rose from $446M in the plan year 2023 filing to $508M in the plan year 2024 filing.
  • UPS/Ibt Local 2727 401(k) Plan reported net income fell from $66M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • UPS/Ibt Local 2727 401(k) Plan reported participants rose from 1,811 in the plan year 2023 filing to 1,825 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 131686691 · United Parcel Service Company PY 2024 · 401(k)

UPS/Ibt Local 2727 401(k) Plan · $508M · 1,825 · 97th

  • ASSETS $508M
  • PCT 1,825
  • EIN 97th
  • RANK 401(k)
  • PHOTO near Mativ Holdings, Inc. 401(k) Retirement Plan
  • IND ind #3162

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 401(k) Plan in the asset neighbourhood

The Brink's Company 401(k) PlanThe Brink's Company 401(k) P…$508MEsco Employee Savings Investment PlanEsco Employee Savings Invest…$508MUPS/Ibt Local 2727 401(k) PlanUPS/Ibt Local 2727 401(k) Pl…$508MMativ Holdings, Inc. 401(k) Retirement PlanMativ Holdings, Inc. 401(k) …$508MCapital Blue Cross Employee Savings PlanCapital Blue Cross Employee …$508M
End-of-year total assets ($M) among UPS/Ibt Local 2727 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$446M
Net Assets (End of Year)$508M
Net Income$62M
Employer EIN131686691
Plan Effective Date2002-01-01
Filing StatusFILING 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
$3.5B$4B$4.5B$5B$5.5B 202220232024 $3.94B $5.08B ▲ +28.9%
Year Plans Participants Total Assets
2022 4 8,599 $3.9B
2023 4 8,923 $4.5B
2024 4 8,697 $5.1B

Nearby 401(k) Plans in Kentucky

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

UPS/Ibt Local 2727 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 0246810 Total assets ($B) Participants UPS/Ibt Local 2727 401(k) Plan, Total assets ($B): 0.508111978 · Participants: 1825UPS/Ibt Local 2727 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
UPS/Ibt Local 2727 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare UPS/Ibt Local 2727 401(k) Plan side-by-side with 3 peers →

UPS/Ibt Local 2727 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Mativ Holdings, Inc. 401(k) Retirement Plan in GA ($508M); by covered participants it is Outfront Media 401(k) Plan in NY (1,825 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($508M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,825 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did UPS/Ibt Local 2727 401(k) Plan assets move in 2024? ▼
UPS/Ibt Local 2727 401(k) Plan grew at a solid clip - up 14.0% during 2024, from $446M to $508M. Reported net income was $62M.
How have United Parcel Service Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Parcel Service Company's sponsor-wide assets grew 28.9%, from $3.9B to $5.1B.
Where does UPS/Ibt Local 2727 401(k) Plan rank by assets among Form 5500 filers? ▼
UPS/Ibt Local 2727 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to UPS/Ibt Local 2727 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mativ Holdings, Inc. 401(k) Retirement Plan in GA ($508M, 3,780 participants).
Which 401(k) plans cover a similar participant headcount to UPS/Ibt Local 2727 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Outfront Media 401(k) Plan in NY (1,825 participants, $364M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131686691.

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.