Defined Benefit (Pension) · DOL Form 5500 · 2024

Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan Pension Plan

Data updated 2026-07-24

$2.4B
Total assets: 5,814
Participants: 99th
Percentile by assets: $404,205
Avg per participant

Official DOL plan name: Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan · Sponsored by Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan · Georgia · Transportation & Warehousing

$2.4B in assets, 5,814 participants

Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan's Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan reported $2.4B in total assets and 5,814 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 116,472 plans)

Coverage in Georgia

Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan covers 5,814 participants in Georgia, 5.2x the typical Georgia plan (state average ~1,126 per filing). Assets: $2.4B.

$2.4B
total plan assets (2024 EOY): 5,814
covered participants: 99th
percentile by assets (of 116,472 plans): $404,205
avg assets per participant

Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan end-of-year assets rose from $2.1B in the plan year 2023 filing to $2.4B in the plan year 2024 filing.
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan reported participants fell from 6,026 in the plan year 2023 filing to 5,814 in the plan year 2024 filing.
Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan reported net income rose from $261M in the plan year 2023 filing to $266M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Georgia

Industry

Transportation & Warehousing

Participants vs Georgia filers

In Georgia, the average filing covers about 1,126 participants across 3,470 plans. Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan reports 5,814 participants - 5.2x that state average ($2.4B EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)	$2.1B
Net Assets (End of Year)	$2.3B
Net Income	$266M
Employer EIN	516117726
Plan Effective Date	1953-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan)

Total plan assets by year, all Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan plans on file

Year	Plans	Participants	Total Assets
2022	1	6,053	$1.8B
2023	1	6,026	$2.1B
2024	1	5,814	$2.4B

Nearby Defined Benefit (Pension) Plans in Georgia

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

Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants

UPS Retirement Plan $21.2B · 43,465
The Southern Company Pension Plan $15.3B · 25,843
UPS/Ibt Full-Time Employee Pension Plan $12.2B · 69,627
UPS Pension Plan $9.3B · 157,587
Delta Retirement Plan $7.3B · 15,222

Compare Local 804 I.B.T. and Local 447 I.a.M. - … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan by total assets, not by location.

Duke Energy Legacy Pension Plan (NC) $2.4B · 300
Southern California Gas Company Pension Plan (CA) $2.4B · 8,518
Bell Helicopter Textron Master Retirement Plan (RI) $2.3B · 2,671
Caterpillar Inc. Non-Contributory Pension Plan (TX) $2.4B · 1,749

Frequently Asked Questions

How did Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan assets move in 2024? ▼

Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan grew at a solid clip - up 12.5% during 2024, from $2.1B to $2.4B. Reported net income was $266M.

How have Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan's sponsor-wide assets grew 27.7%, from $1.8B to $2.4B.

Where does Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan rank by assets among Form 5500 filers? ▼

Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Duke Energy Legacy Pension Plan in NC ($2.4B, 300 participants).

Next read for Local 804 I.B.T. and Local 447 I.a.M. - …

Filing takeaways

Ways to act on Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan's numbers.

By total assets, Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Georgia. Compare plans
Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 516117726.

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.