Plan Ledger DOL Form 5500 · updated monthly

United Parcel Service CompanyMoney purchase plan

UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

United Parcel Service Company reported $259,710 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $53,492 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.03% to 0.01%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 3rd-largest of 871 plans among Kentucky employers on file, and the 16th of 2,677 in transportation & warehousing. In 2024, the employer put in $15.87 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,457,115,042
Participants with balances2,510
Active participants1,993
Employer contributions$106,608,636
Employee contributions$6,716,505
Employer contribution per active participant$53,492
Average account balance$978,930
Benefits paid to participants$201,113,841
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.5B · 2,510 accts · $106.6M emplr
2023$2.2B · 2,602 accts · $107.2M emplr
2022$1.9B · 2,531 accts · $96.5M emplr
Administrative expenses, itemized · 2024
Investment management$259,710
Total administrative$259,710
Employer contributions to the United Parcel Service Company plan · 2024
Employer contribution per active participant$53,492
Median for plans this size$5,259
2024$53,492 per active participant
2023$54,013 per active participant
2022$45,032 per active participant

United Parcel Service Company's 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$239,283
FIDELITY INV. INS. OPS. CO. INC. · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$259,710 · 0.01%
2023$366,140 · 0.02%
2022$668,460 · 0.03%
All plans at this employer4
UPS/IBT LOCAL 2727 DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLANMoney purchase plan
UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLANMoney purchase plan
UPS/IPA 401 (K) SAVINGS PLAN401(k)
UPS/IBT LOCAL 2727 401 (K) PLAN401(k)
Same employer
Similar plansTransportation & Warehousing · Kentucky
Netjets Aviation, Inc. OH$2.5B · 0.07%
Union Pacific Corporation NE$2.3B · 0.04%
Reyes Holdings, L.L.C. IL$2.1B · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131686691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.