PlanOptica
Retirement plan

UPS THRIFT PLAN

UNITED PARCEL SERVICE OF AMERICA, INCEIN 95-1732075Plan #002PY 2016
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55 GLENLAKE PARKWAY NE - ATLANTA, GA 30328404-828-8661
Other plans on this EIN
4 filings
#001Retirement-$18.96B assets#003Retirement-$9.98B assets#004Retirement-$7.77B assets#022Retirement-$6.63B assets
Prospect flagsLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(404) 828-8661
Plan administrator signer
JOSEPH DOOLE
Signed 10/13/2017
How to read this page

Summary metrics

Total assets (EOY)
$582K
+2.7% from 2016
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
0.41%
-0.37 pp from 2016

Benchmarks

See 6,057 peers
Peer group
Industry48 - Transportation and Warehousing
Plan typeDefined contribution
Participants<25
Cohort6,057 peers
Snapshot2016
Participant deferral / active EE
$0
median $2,750
Employer contribution / active EE
$0
median $1,483
Participation rate
0.0%
median 88.2%
Avg account balance
$0
median $43,127
Admin fee / account holder
$0
median $414
Annual return
0.41%
median 6.22%
Overall peer rank
14th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$676K
Average account balance
Total assets / participants with a balance (line 6g)
Not enough data
0 years with per-participant data
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
Not enough data
0 years with headcount on file
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
Not enough data
0 years with eligibility data
Contributions (total)
Employer and participant dollars contributed each year
$26
Not enough data
1 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+5.23%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
0 years with F_SCH_H allocation on file

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Top hat statement on fileNQDC

Filed December 16, 2016 (most recent of 4 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2E2K
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

2 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$19K
  • Other / not subdivided$19K100.0%
% of EOY assets
3.207%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
No opinion code on file for this filing.
Auditor firm
(not reported)
Auditor EIN
-
Audit fees
(not subdivided)
Opinion code
-