Money Purchase · DOL Form 5500 · 2024
Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund Money Purchase Plan
Data updated 2026-08-06
- $64M
- Total assets
- 1,175
- Participants
- 87th
- Percentile by assets
- $54,693
- Avg per participant
Official DOL plan name: United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund · Sponsored by Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund · New Jersey · Transportation & Warehousing
$64M in assets, 1,175 participants
Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund's United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund reported $64M in total assets and 1,175 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 116,472 plans)
- #2,673 in Transportation & Warehousing (3,127 peers)
Where United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund sits by assets
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund sits in the top quartile of all filed plans by assets, $64M for 1,175 participants (~$54,693/participant), up 9.0% in 2024.
- $64M
- total plan assets (2024 EOY)
- 1,175
- covered participants
- 87th
- percentile by assets (of 116,472 plans)
- $54,693
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund end-of-year assets rose from $59M in the plan year 2023 filing to $64M in the plan year 2024 filing.
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund vs the 2024 asset distribution
By assets, United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund outranks 87% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $5M |
| Employer EIN | 133031882 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,192 | $54M |
| 2023 | 1 | 1,180 | $59M |
| 2024 | 1 | 1,175 | $64M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund vs. nearby Money Purchase plans in New Jersey, assets vs. participants
- Princeton University Retirement Plan $2.4B · 8,833
- Nysa-Ila Money Purchase Pension Fund and Plan $936M · 4,689
- Educational Testing Service 401(a) Retirement Plan $593M · 3,097
- Local Union 400 IBEW Joint Annuity Plan $276M · 705
- Kpmg Personal Account for Retirement $272M · 455
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund by total assets, not by location.
- National Democratic Institute for International Affairs Money Purchase Pension Plan (DC) $64M · 309
- The Excelsior University Retirement Plan (NY) $64M · 868
- Operating Engineers Local No. 147 Annuity Fund (VA) $65M · 2,421
- The Cleveland Glass & Glazing Industry Defined Contribution Plan (OH) $65M · 1,256
Frequently Asked Questions
How did United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund assets move in 2024? ▼
How have Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund plan assets changed over time? ▼
Where does United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund? ▼
Next read for United Parcel Service, Inc. - Machinists…
Scale reading
Ways to act on United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund's numbers.
- By total assets, United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
- Bd. of Trustees,UPS Inc.-Machinists Lodge 447 (Iamaw) Annuity Fund's sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Transportation & Warehousing plans