Other · DOL Form 5500 · 2022

University of San Francisco Retirement Plan

Data updated 2026-08-25

$299M
Total assets Above avg plan size
1,665
Participants Near avg headcount
97th
Percentile by assets National rank
$179,672
Avg per participant Above avg balance/head
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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.

  • #3,815 in Educational Services (4,024 peers)

Coverage in California

University of San Francisco Voluntary Retirement Plan covers 1,665 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $299M.

#3,815
in Educational Services (4,024 peers)
-11.2%
assets change YoY
3.0×
vs typical plan assets (national mean)

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.

University of San Francisco Voluntary Retirement Plan's outsized position by total assets

University of San Francisco Voluntary Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$299,153,939 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

University of San Francisco Voluntary Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of San Francisco Voluntary Retirement Plan lands in the large band (1,665 participants).

Plan-year Form 5500 strip

Filing strip 941156628 · University of San Francisco PY 2022 · Other

University of San Francisco Voluntary Retirement Plan · $299M · 1,665 · 97th

  • PCT $299M
  • PCT 1,665
  • PCT 97th
  • PCT Other
  • PCT near St. Lawrence University 403(b) Retirement Plan
  • PCT ind #3815

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in California →

University of San Francisco Voluntary Retirement Plan in the asset neighbourhood

Oak Ridge Associated Universities 403(b) Retirement PlanOak Ridge Associated Univers…$299MSt. Lawrence University 403(b) Retirement PlanSt. Lawrence University 403(…$299MUniversity of San Francisco Voluntary Retirement PlanUniversity of San Francisco …$299MSaint Francis Health System, Inc. 403(b) Savings PSaint Francis Health System,…$299MMedisys Health Network, Inc. 403(b) PlanMedisys Health Network, Inc.…$299M
End-of-year total assets ($M) among University of San Francisco Voluntary Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$337M
Net Assets (End of Year)$299M
Net Income-$38M
Employer EIN941156628
Plan Effective Date1975-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (University of San Francisco)

Sponsor-wide plan assets over time

All University of San Francisco plans reported in each filing year

Latest sponsor-wide plan assets
$842M 27.608396660459604% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $660M $842M ▲ +27.6%
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 Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants University of San Francisco Voluntary Retirement Plan, Total assets ($B): 0.299153939 · Participants: 1665University of San Francisco Voluntary Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
University of San Francisco Voluntary Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare University of San Francisco Voluntary Retirement Plan side-by-side with 3 peers →

University of San Francisco Voluntary Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is St. Lawrence University 403(b) Retirement Plan in NY ($299M); by covered participants it is Conway Medical Center 403(b) Plan in SC (1,665 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,665 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of San Francisco Voluntary Retirement Plan assets move in 2022? ▼
University of San Francisco Voluntary Retirement Plan pulled back noticeably - down 11.2% during 2022, from $337M to $299M. Reported net income was -$38M.
How have University of San Francisco plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of San Francisco's sponsor-wide assets grew 27.6%, from $660M to $842M.
Where does University of San Francisco Voluntary Retirement Plan rank by assets among Form 5500 filers? ▼
University of San Francisco Voluntary Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of San Francisco Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by assets is St. Lawrence University 403(b) Retirement Plan in NY ($299M, 688 participants).
Which Other plans cover a similar participant headcount to University of San Francisco Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Conway Medical Center 403(b) Plan in SC (1,665 participants, $23M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.