PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. UNITED PARCEL SERVICE COMPANY
Sponsor portfolio

UNITED PARCEL SERVICE COMPANY

EIN 13-1686691-Transportation and Warehousing-Latest filing 2024
Plans
5
Retirement
5
$5.12B assets
Welfare
0
Participants
10,425
1400 NORTH HURSTBOURNE PARKWAY - LOUISVILLE, KY 40223502-329-6626
Plans on this EIN
5 filings
#002MoneyPurchase-$2.46B - 2,551 part#003401k-$1.50B - 3,633 part#001MoneyPurchase-$617.7M - 2,053 part#004401k-$508.1M - 2,067 part#005401k-$39.9M - 121 part

Retirement portfolio analytics

5 plans aggregated / $5.12B assets / 10,425 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 $5.12BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UPS/IPA 401(K) Savings (#003)3,633
  • MONEY PURCHASE PENSION (#002)2,551
  • LOCAL 2727 401(K) (#004)2,067
  • MONEY PURCHASE PENSION (#001)2,053
  • DISPATCHERS 401(K) Savings (#005)121
Total 10,425Click 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$2.46B
Participants2,551
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$1.50B
Participants3,633
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$617.7M
Participants2,053
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$508.1M
Participants2,067
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$39.9M
Participants121
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$2.46B2,5512024
003UPS/IPA 401(K) SAVINGS PLAN401k$1.50B3,6332024
001UPS/IBT LOCAL 2727 DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLANMoneyPurchase$617.7M2,0532024
004UPS/IBT LOCAL 2727 401(K) PLAN401k$508.1M2,0672024
005UPS FLIGHT DISPATCHERS 401(K) SAVINGS PLAN401k$39.9M1212024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica