UPS Retirement Plan vs University of California Retirement Plan
Side-by-side pension health comparison from DOL and public plan data
Verdict
University of California Retirement Plan has a stronger Pension Health Score of 78/100 (B) compared to UPS Retirement Plan at 71/100 (B). Funding ratios differ by 5.7 percentage points (83.5% vs 77.8%). University of California Retirement Plan covers 305,000 participants.
| Metric | UPS Retirement Plan | University of California Retirement Plan |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 71/100 (B) | 78/100 (B)* |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 77.8% | 83.5%* |
| Total Assets | $44.0B | $82.0B |
| Total Liabilities | $56.6B* | $98.2B |
| Unfunded Liability | $12.6B* | $16.2B |
| Participants | 335,000 | 305,000 |
| 1-Year Investment Return | 6.7% | 7.2%* |
| Plan Type | corporate | public |
| PBGC Risk Level | moderate | low |
| Sponsor | United Parcel Service | University of California |
University of California Retirement Plan has a stronger Pension Health Score of 78/100 (B) compared to UPS Retirement Plan at 71/100 (B). Funding ratios differ by 5.7 percentage points (83.5% vs 77.8%). University of California Retirement Plan covers 305,000 participants.