Defined Benefit (Pension) · DOL Form 5500 · 2024
United Parcel Service of America, Inc. Pension Plan
Data updated 2026-08-25
- $9.3B
- Total assets Very large vs avg
- 157,587
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $58,890
- Avg per participant Low balance/head
Official DOL plan name: UPS Pension Plan · Sponsored by United Parcel Service of America, Inc. · Georgia · Real Estate
$9.3B in assets, 157,587 participants
United Parcel Service of America, Inc.'s UPS Pension Plan reported $9.3B in total assets and 157,587 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.
- #4,604 in Real Estate (4,605 peers)
Coverage in Georgia
UPS Pension Plan covers 157,587 participants in Georgia, 144x the typical Georgia plan (state average ~1,096 per filing). Assets: $9.3B.
- #4,604
- in Real Estate (4,605 peers)
- -4.7%
- assets change YoY
- 93×
- vs typical plan assets (national mean)
The plan reported a net loss of $453M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
UPS Pension Plan's outsized position by total assets
UPS Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,280,234,765 Highest reported value at or above every one 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 Pension Plan's mega-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 Pension Plan is a mega filing (157,587 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- UPS Pension Plan reported net income fell from $165M in the plan year 2023 filing to -$453M in the plan year 2024 filing.
- UPS Pension Plan end-of-year assets fell from $9.7B in the plan year 2023 filing to $9.3B in the plan year 2024 filing.
- UPS Pension Plan reported participants rose from 153,217 in the plan year 2023 filing to 157,587 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 951732075 · United Parcel Service of America, Inc. PY 2024 · Defined Benefit (Pension)
UPS Pension Plan · $9.3B · 157,587 · 100th
- VS-ST $9.3B
- BOY 157,587
- SCH 100th
- EBSA Defined Benefit (Pension)
- PART near Caterpillar Inc. Retirement Income Plan
- TYPE ind #4604
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 Real Estate retirement plans → · Plans in Georgia →
UPS Pension Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $9.7B |
|---|---|
| Net Assets (End of Year) | $9.3B |
| Net Income | -$453M |
| Employer EIN | 951732075 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Parcel Service of America, Inc.)
Sponsor-wide plan assets over time
All United Parcel Service of America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $64.0B 11.188741720300314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 861,423 | $57.6B |
| 2023 | 4 | 765,959 | $40.0B |
| 2024 | 5 | 748,428 | $64.0B |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
- Delta Retirement Plan $7.3B · 15,222
- Cox Enterprises, Inc. Pension Plan $7.1B · 22,501
Scale composition for UPS Pension Plan
UPS Pension Plan reports $9.3B in end-of-year assets across 157,587 participants (0.075% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.17% of 93,925,755 covered participants) - about $58,890 per participant (43% of the national average assets-per-participant) . Net income for plan year 2024 was -$453M.
This plan identity (EIN 951732075, plan #022) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.6B to $9.3B (-3.0%) while covered participants moved from 151,682 to 157,587 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 151,682 | $9.6B | Open filing |
| 2023 | 153,217 | $9.7B | Open filing |
| 2024 · index core | 157,587 | $9.3B | This page |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- UPS Retirement Plan (Defined Benefit (Pension), $21.2B, 43,465 participants)
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan (401(k), $19.3B, 452,126 participants)
- UPS 401(k) Savings Plan (401(k), $14.2B, 95,250 participants)
UPS Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is Caterpillar Inc. Retirement Income Plan in TX ($9.2B); by covered participants it is Kaiser Permanente Retirement Plan in CA (135,057 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.3B here).
- Caterpillar Inc. Retirement Income Plan (TX) $9.2B · 11,498
- New England Teamsters Pension Fund (MA) $9.1B · 21,577
- GE Energy Pension Plan (NY) $8.9B · 5,829
- Sheet Metal Workers' National Pension Fund (VA) $8.9B · 63,530
Similar participant headcount
Nearest other-state filings by covered participants (157,587 participants); asset peers above are excluded.
- Kaiser Permanente Retirement Plan (CA) 135,057 · 22,530 off
- Fedex Corporation Employees' Pension Plan (TN) 125,941 · 31,646 off
- 1199seiu Health Care Employees Pension Fund (NY) 111,833 · 45,754 off
- Central Pension Fund of the Iuoe & Participating Employers (DC) 103,525 · 54,062 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.