401(k) · DOL Form 5500 · 2024
Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan 401(k) Plan
Data updated 2026-07-24
- $19.3B
- Total assets
- 452,126
- Participants
- 100th
- Percentile by assets
- $42,708
- Avg per participant
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
$19.3B in assets, 452,126 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 $19.3B in total assets and 452,126 participants in its 2024 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.
- 100th percentile by assets (of 116,472 plans)
Coverage in Georgia
The Teamster - UPS National 401(k) Tax Deferred Savings Plan covers 452,126 participants in Georgia, 402x the typical Georgia plan (state average ~1,126 per filing). Assets: $19.3B.
- $19.3B
- total plan assets (2024 EOY)
- 452,126
- covered participants
- 100th
- percentile by assets (of 116,472 plans)
- $42,708
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan reported net income fell from $2.5B in the plan year 2023 filing to $2.1B in the plan year 2024 filing.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan end-of-year assets rose from $17.2B in the plan year 2023 filing to $19.3B in the plan year 2024 filing.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan reported participants fell from 510,511 in the plan year 2023 filing to 452,126 in the plan year 2024 filing.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,126 participants across 3,470 plans. The Teamster - UPS National 401(k) Tax Deferred Savings Plan reports 452,126 participants - 402x that state average ($19.3B EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $17.2B |
|---|---|
| Net Assets (End of Year) | $19.3B |
| Net Income | $2.1B |
| Employer EIN | 951732075 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan)
| 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
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
- The Southern Company Employee Savings Plan $9.3B · 27,802
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Teamster - UPS National 401(k) Tax Deferred Savings Plan by total assets, not by location.
- State Farm 401(k) Savings Plan (IL) $19.0B · 63,297
- Comcast Corporation Retirement - Investment Plan (PA) $19.7B · 90,495
- Caterpillar 401(k) Savings Plan (TX) $18.8B · 43,873
- Ernst & Young Retirement Savings Plan (NJ) $18.3B · 56,714
Frequently Asked Questions
How did The Teamster - UPS National 401(k) Tax Deferred Savings Plan assets move in 2024? ▼
How have Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan plan assets changed over time? ▼
Where does The Teamster - UPS National 401(k) Tax Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Teamster - UPS National 401(k) Tax Deferred Savings Plan? ▼
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Filing takeaways
Ways to act on The Teamster - UPS National 401(k) Tax Deferred Savings Plan's numbers.
- By total assets, The Teamster - UPS National 401(k) Tax Deferred Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
- Board of Trustees of the Teamsters - UPS 401(k) National Savings Plan's sponsor-wide assets have grown 11.2% 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 951732075.
Read our methodology - how this data is sourced, computed, and verified.