PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UNITED PARCEL SERVICE COMPANY
Sponsor portfolio

UNITED PARCEL SERVICE COMPANY

EIN 13-1686691-Transportation and Warehousing-Latest filing 2025
Plans
5
Retirement
5
$5.78B assets
Welfare
0
Participants
10,733
1400 NORTH HURSTBOURNE PARKWAY - LOUISVILLE, KY 40223502-329-6626
Plans on this EIN
5 filings
#002MoneyPurchase-$2.79B - 2,585 part#003401k-$1.70B - 3,778 part#001MoneyPurchase-$670.6M - 2,128 part#004401k-$569.5M - 2,120 part#005401k-$46.3M - 122 part

Retirement portfolio analytics

5 plans aggregated / $5.78B assets / 10,733 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • MONEY PURCHASE PENSION (#002)48%
  • UPS/IPA 401(K) Savings (#003)29%
  • MONEY PURCHASE PENSION (#001)12%
  • LOCAL 2727 401(K) (#004)10%
  • DISPATCHERS 401(K) Savings (#005)1%
Total $5.78BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UPS/IPA 401(K) Savings (#003)3,778
  • MONEY PURCHASE PENSION (#002)2,585
  • MONEY PURCHASE PENSION (#001)2,128
  • LOCAL 2727 401(K) (#004)2,120
  • DISPATCHERS 401(K) Savings (#005)122
Total 10,733Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$2.79B
Participants2,585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

UPS/IPA 401(K) SAVINGS PLAN

401k

Assets$1.70B
Participants3,778
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UPS/IBT LOCAL 2727 DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$670.6M
Participants2,128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

UPS/IBT LOCAL 2727 401(K) PLAN

401k

Assets$569.5M
Participants2,120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

UPS FLIGHT DISPATCHERS 401(K) SAVINGS PLAN

401k

Assets$46.3M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
002UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLANMoneyPurchase$2.79B2,5852025
003UPS/IPA 401(K) SAVINGS PLAN401k$1.70B3,7782025
001UPS/IBT LOCAL 2727 DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLANMoneyPurchase$670.6M2,1282025
004UPS/IBT LOCAL 2727 401(K) PLAN401k$569.5M2,1202025
005UPS FLIGHT DISPATCHERS 401(K) SAVINGS PLAN401k$46.3M1222025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica