Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of the UPS/Ibt Full-Time Pension Plan Pension Plan
Data updated 2026-07-24
- $12.2B
- Total assets
- 69,627
- Participants
- 100th
- Percentile by assets
- $175,499
- Avg per participant
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.
- 100th percentile by assets (of 116,472 plans)
Coverage in Georgia
UPS/Ibt Full-Time Employee Pension Plan covers 69,627 participants in Georgia, 62x the typical Georgia plan (state average ~1,126 per filing). Assets: $12.2B.
- $12.2B
- total plan assets (2024 EOY)
- 69,627
- covered participants
- 100th
- percentile by assets (of 116,472 plans)
- $175,499
- avg assets per participant
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.
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.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,126 participants across 3,470 plans. UPS/Ibt Full-Time Employee Pension Plan reports 69,627 participants - 62x that state average ($12.2B EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $12.3B |
|---|---|
| Net Assets (End of Year) | $12.2B |
| Net Income | -$66M |
| Employer EIN | 266150755 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the UPS/Ibt Full-Time Pension Plan)
| 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
- UPS Retirement Plan $21.2B · 43,465
- The Southern Company Pension Plan $15.3B · 25,843
- UPS Pension Plan $9.3B · 157,587
- Delta Retirement Plan $7.3B · 15,222
- Cox Enterprises, Inc. Pension Plan $7.1B · 22,501
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to UPS/Ibt Full-Time Employee Pension Plan by total assets, not by location.
- Ford Motor Company General Retirement Plan (MI) $12.1B · 8,585
- Exxonmobil Pension Plan (TX) $12.1B · 22,000
- The Prudential Merged Retirement Plan (NJ) $12.0B · 16,233
- Mayo Pension Plan (MN) $11.8B · 71,743
Frequently Asked Questions
How did UPS/Ibt Full-Time Employee Pension Plan assets move in 2024? ▼
How have Board of Trustees of the UPS/Ibt Full-Time Pension Plan plan assets changed over time? ▼
Where does UPS/Ibt Full-Time Employee Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to UPS/Ibt Full-Time Employee Pension Plan? ▼
Next read for UPS/Ibt Full-Time Employee Pension Plan
Filing takeaways
Ways to act on UPS/Ibt Full-Time Employee Pension Plan's numbers.
- By total assets, UPS/Ibt Full-Time Employee Pension 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
- Board of Trustees of the UPS/Ibt Full-Time Pension Plan's sponsor-wide assets have grown 3.0% 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 266150755.
Read our methodology - how this data is sourced, computed, and verified.