United Parcel Service

United Parcel Service, Inc. · ATLANTA, GA · UPS (NYSE) · Transportation and warehousing · sponsor EIN 95-1732075 · 2 plans with Schedule H financials, latest plan year 2024

plan sponsor as filed: Board of Trustees of the Teamsters - UPS 401k National Savings Plan; SEC registrant: United Parcel Service Inc.

Largest plan: THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN

$19,309,174,243 in assets · 219,009 participants with a balance · plan year 2024-01-01 to 2024-12-31 · full record

Recordkeeping fees per participant (headline)
$20.55
higher than 25% of the 790 plans of similar size (>$1B) that report it
= recordkeeping_fees / participants_with_balance. Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015191430NAL0011172194004, received 2025-10-15 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015191430NAL0011172194004, received 2025-10-15
Administrative expenses excluding investment management, per participant
$25.25
higher than 22% of the 1,045 plans of similar size (>$1B) that report it
= admin_excl_invmgmt / participants_with_balance. derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015191430NAL0011172194004, received 2025-10-15 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015191430NAL0011172194004, received 2025-10-15
Administrative expenses per participant
$38.99
higher than 20% of the 1,076 plans of similar size (>$1B) that report it
= admin_expenses / participants_with_balance. Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015191430NAL0011172194004, received 2025-10-15 · participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015191430NAL0011172194004, received 2025-10-15
Administrative expenses as a share of assets
0.044%
higher than 48% of the 1,076 plans of similar size (>$1B) that report it
= admin_expenses / assets_eoy. Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015191430NAL0011172194004, received 2025-10-15 · assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015191430NAL0011172194004, received 2025-10-15
Employer contributions per participant
not reported
Employer share of total contributions
not reported

Plan terms

Plan terms are described in United Parcel Service, Inc.'s SEC filings: Form 11-K filed 2026-06-18 and Form 10-K filed 2026-02-17. No term could be quoted from them with the required precision.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN$19,309,174,243219,009 $20.55 recordkeeping fees per participant2024
UPS 401(K) SAVINGS PLAN$14,192,071,511124,928 $24.92 recordkeeping fees per participant2024

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for United Parcel Service's plans appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN; SEC registrant: UNITED PARCEL SERVICE INC (CIK 1090727, matched by 11-K plan title; display name from the Form 11-K cover).