Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of the UPS/Ibt Full-Time Pension Plan Pension Plan

Data updated 2026-08-25

$12.2B
Total assets Mega-plan scale
69,627
Participants Very large workforce
100th
Percentile by assets National rank
$175,499
Avg per participant Above avg balance/head
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Official DOL plan name: UPS/Ibt Full-Time Employee Pension Plan · Sponsored by Board of Trustees of the UPS/Ibt Full-Time Pension Plan · Georgia · Transportation & Warehousing

$12.2B in assets, 69,627 participants

Board of Trustees of the UPS/Ibt Full-Time Pension Plan's UPS/Ibt Full-Time Employee Pension Plan reported $12.2B in total assets and 69,627 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.

  • #3,288 in Transportation & Warehousing (3,299 peers)

Coverage in Georgia

UPS/Ibt Full-Time Employee Pension Plan covers 69,627 participants in Georgia, 64x the typical Georgia plan (state average ~1,096 per filing). Assets: $12.2B.

#3,288
in Transportation & Warehousing (3,299 peers)
-0.5%
assets change YoY
123×
vs typical plan assets (national mean)

The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

UPS/Ibt Full-Time Employee Pension Plan's outsized position by total assets

UPS/Ibt Full-Time Employee Pension Plan vs every filed plan by assets

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

$12,219,463,258 Highest reported value at or above every one 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 Full-Time Employee 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/Ibt Full-Time Employee Pension Plan is a mega filing (69,627 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • UPS/Ibt Full-Time Employee Pension Plan reported net income fell from $418M in the plan year 2023 filing to -$66M in the plan year 2024 filing.
  • UPS/Ibt Full-Time Employee Pension Plan reported participants fell from 70,241 in the plan year 2023 filing to 69,627 in the plan year 2024 filing.
  • UPS/Ibt Full-Time Employee Pension Plan end-of-year assets fell from $12.3B in the plan year 2023 filing to $12.2B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 266150755 · Board of Trustees of the UPS/Ibt Full-Time Pension Plan PY 2024 · Defined Benefit (Pension)

UPS/Ibt Full-Time Employee Pension Plan · $12.2B · 69,627 · 100th

  • VS-ST $12.2B
  • BOY 69,627
  • SCH 100th
  • EBSA Defined Benefit (Pension)
  • PART near National Elevator Industry Pension Plan
  • TYPE ind #3288

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 →

UPS/Ibt Full-Time Employee Pension Plan in the asset neighbourhood

UPS/Ibt Full-Time Employee Pension PlanUPS/Ibt Full-Time Employee P…$12.2BNational Elevator Industry Pension PlanNational Elevator Industry P…$12.2BFord Motor Company General Retirement PlanFord Motor Company General R…$12.1BExxonmobil Pension Plan$12.1BThe Prudential Merged Retirement PlanThe Prudential Merged Retire…$12.0B
End-of-year total assets ($B) among UPS/Ibt Full-Time Employee Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$12.3B
Net Assets (End of Year)$12.2B
Net Income-$66M
Employer EIN266150755
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the UPS/Ibt Full-Time Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the UPS/Ibt Full-Time Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$12.2B 2.965733522798616% vs 2022
2024 filing year
$11.8B$12B$12.2B$12.4B 202220232024 $11.9B $12.2B ▲ +2.9%
Year Plans Participants Total Assets
2022 1 68,592 $11.9B
2023 1 70,241 $12.3B
2024 1 69,627 $12.2B

Nearby Defined Benefit (Pension) Plans in Georgia

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

UPS/Ibt Full-Time Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 510152025 Total assets ($B) Participants UPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.219463258 · Participants: 69627UPS/Ibt Full-Time Employee Pension 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 Pension Plan, Total assets ($B): 9.280234765 · Participants: 157587UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.253434311 · Participants: 15222Delta Retirement PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.133243224 · Participants: 22501Cox Enterprises, Inc. Pension Plan
UPS/Ibt Full-Time Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare UPS/Ibt Full-Time Employee Pension Plan side-by-side with 3 peers →

Scale composition for UPS/Ibt Full-Time Employee Pension Plan

UPS/Ibt Full-Time Employee Pension Plan reports $12.2B in end-of-year assets across 69,627 participants (0.099% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.074% of 93,925,755 covered participants) - about $175,499 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was -$66M.

This plan identity (EIN 266150755, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $11.9B to $12.2B (+3.0%) while covered participants moved from 68,592 to 69,627 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 68,592 $11.9B Open filing
2023 70,241 $12.3B Open filing
2024 · index core 69,627 $12.2B This page

UPS/Ibt Full-Time Employee Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is National Elevator Industry Pension Plan in PA ($12.2B); by covered participants it is Western Unite Here and Employers Pension Fund in CA (71,253 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (69,627 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 Full-Time Employee Pension Plan assets move in 2024? ▼
UPS/Ibt Full-Time Employee Pension Plan held essentially flat - down 0.5% during 2024, from $12.3B to $12.2B. Reported net income was -$66M.
How have Board of Trustees of the UPS/Ibt Full-Time Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the UPS/Ibt Full-Time Pension Plan's sponsor-wide assets grew 3.0%, from $11.9B to $12.2B.
Where does UPS/Ibt Full-Time Employee Pension Plan rank by assets among Form 5500 filers? ▼
UPS/Ibt Full-Time Employee Pension Plan ranks in the 100th 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 UPS/Ibt Full-Time Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Elevator Industry Pension Plan in PA ($12.2B, 28,308 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to UPS/Ibt Full-Time Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Western Unite Here and Employers Pension Fund in CA (71,253 participants, $3.7B 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 266150755.

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.