Other · DOL Form 5500 · 2022
University of San Francisco Retirement Plan
Data updated 2026-07-24
- $299M
- Total assets
- 1,665
- Participants
- 97th
- Percentile by assets
- $179,672
- Avg per participant
Official DOL plan name: University of San Francisco Voluntary Retirement Plan · Sponsored by University of San Francisco · California · Educational Services
$299M in assets, 1,665 participants
University of San Francisco's University of San Francisco Voluntary Retirement Plan reported $299M in total assets and 1,665 participants in its 2022 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 97th percentile by assets (of 139,258 plans)
What the 2022 filing shows
University of San Francisco Voluntary Retirement Plan holds $299M for 1,665 participants - about $179,672 per participant, in the top 5% of all filed plans by assets, down 11.2% over the 2022 plan year.
- $299M
- total plan assets (2022 EOY)
- 1,665
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $179,672
- avg assets per participant
The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Other · DOL Form 5500 · 2022
What the Filing Says About University of San Francisco Voluntary Retirement Plan
University of San Francisco Voluntary Retirement Plan is an Other retirement plan sponsored by University of San Francisco, headquartered in California. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $299M in total end-of-year assets and covers 1,665 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 941156628, and the plan has been effective since 1975-01-31. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $337M at the beginning of 2022 to $299M at year-end - down 11.2%. Net assets (after liabilities) closed the year at $299M, with reported net income of -$38M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years University of San Francisco has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $660M to $842M, a gain of 27.6%, while reported participants moved from 3,225 to 5,717 (+77.3%). The strongest year on file by total sponsor assets was 2024 at $842M; the softest was 2022 at $660M. Year-by-year, sponsor-wide filings show: 2022 - $660M in assets across 2 plans covering 3,225 participants; 2023 - $758M in assets across 2 plans covering 3,483 participants; 2024 - $842M in assets across 2 plans covering 5,717 participants.
By assets, University of San Francisco Voluntary Retirement Plan outranks 97% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.0x the national average plan size of $100M and 730 average participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank University of San Francisco Voluntary Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2022)
| Total Assets (Beginning of Year) | $337M |
|---|---|
| Total Assets (End of Year) | $299M |
| Net Assets (End of Year) | $299M |
| Net Income | -$38M |
| Plan Type | Other |
| Employer EIN | 941156628 |
| Plan Effective Date | 1975-01-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of San Francisco)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,225 | $660M |
| 2023 | 2 | 3,483 | $758M |
| 2024 | 2 | 5,717 | $842M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
University of San Francisco Voluntary Retirement Plan vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Similar-Sized Other Plans Nationally
Other plans in other states closest to University of San Francisco Voluntary Retirement Plan by total assets, not by location.
- St. Lawrence University 403(b) Retirement Plan (NY) $299M · 688
- Oak Ridge Associated Universities 403(b) Retirement Plan (TN) $299M · 764
- Saint Francis Health System, Inc. 403(b) Savings P (OK) $299M · 930
- Medisys Health Network, Inc. 403(b) Plan (NY) $299M · 5,698
Frequently Asked Questions
How much money is in the University of San Francisco Voluntary Retirement Plan? ▼
What type of plan is University of San Francisco Voluntary Retirement Plan? ▼
Who sponsors the University of San Francisco Voluntary Retirement Plan? ▼
How did University of San Francisco Voluntary Retirement Plan perform in 2022? ▼
What this filing means
Ways to act on University of San Francisco Voluntary Retirement Plan's numbers.
- By total assets, University of San Francisco Voluntary Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- University of San Francisco's sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Educational Services plans
- An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941156628.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.