Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$2.4B
Total assets Very large vs avg
5,814
Participants Above avg headcount
99th
Percentile by assets National rank
$404,205
Avg per participant High balance/head
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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.

  • #3,257 in Transportation & Warehousing (3,299 peers)

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, 5.3x the typical Georgia plan (state average ~1,096 per filing). Assets: $2.4B.

#3,257
in Transportation & Warehousing (3,299 peers)
+12.5%
assets growth YoY
24×
vs typical plan assets (national mean)

Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan's outsized position by total assets

Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan vs every filed plan by assets

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

$2,350,047,915 Top 1% higher than 99% 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

Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement 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. Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan lands in the large band (5,814 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 516117726 · Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan PY 2024 · Defined Benefit (Pension)

Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan · $2.4B · 5,814 · 99th

  • PART $2.4B
  • TYPE 5,814
  • NET 99th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Duke Energy Legacy Pension Plan
  • BOY ind #3257

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 →

Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan in the asset neighbourhood

Caterpillar Inc. Non-Contributory Pension PlanCaterpillar Inc. Non-Contrib…$2.4BSouthern California Gas Company Pension PlanSouthern California Gas Comp…$2.4BLocal 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement PlanLocal 804 I.B.T. and Local 4…$2.4BDuke Energy Legacy Pension PlanDuke Energy Legacy Pension P…$2.4BBell Helicopter Textron Master Retirement PlanBell Helicopter Textron Mast…$2.3B
End-of-year total assets ($B) among Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$2.1B
Net Assets (End of Year)$2.3B
Net Income$266M
Employer EIN516117726
Plan Effective Date1953-04-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Bd of Trustees Loc. 804 & Loc. 447 Multi-Employer Ret. Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2.4B 27.692645975204915% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.84B $2.35B ▲ +27.7%
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 Scatter plot of 6 data points. -50000050000100000150000200000 0510152025 Total assets ($B) Participants Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan, Total assets ($B): 2.350047915 · Participants: 5814Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement PlanUPS Retirement Plan, Total assets ($B): 21.2364871 · Participants: 43465UPS Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 15.319238036 · Participants: 25843The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.219463258 · Participants: 69627UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.280234765 · Participants: 157587UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.253434311 · Participants: 15222Delta Retirement Plan
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
Compare Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan side-by-side with 3 peers →

Scale composition for Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan

Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan reports $2.4B in end-of-year assets across 5,814 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $404,205 per participant (2.9x the national average assets-per-participant) . Net income for plan year 2024 was $266M.

This plan identity (EIN 516117726, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.8B to $2.4B (+27.7%) while covered participants moved from 6,053 to 5,814 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,053 $1.8B Open filing
2023 6,026 $2.1B Open filing
2024 · index core 5,814 $2.4B This page

Local 804 I.B.T. and Local 447 I.a.M. - UPS Multi-Employer Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Duke Energy Legacy Pension Plan in NC ($2.4B); by covered participants it is GE Energy Pension Plan in NY (5,829 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,814 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 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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount 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 covered participants is GE Energy Pension Plan in NY (5,829 participants, $8.9B 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 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.