Money Purchase · DOL Form 5500 · 2022
University of San Francisco Money Purchase Plan
Data updated 2026-08-25
- $361M
- Total assets Above avg plan size
- 1,560
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $231,381
- Avg per participant Above avg balance/head
Official DOL plan name: University of San Francisco Defined Contribution Retirement Plan · Sponsored by University of San Francisco · California · Educational Services
$361M in assets, 1,560 participants
University of San Francisco's University of San Francisco Defined Contribution Retirement Plan reported $361M in total assets and 1,560 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.
- #3,855 in Educational Services (4,024 peers)
Coverage in California
University of San Francisco Defined Contribution Retirement Plan covers 1,560 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $361M.
- #3,855
- in Educational Services (4,024 peers)
- -13.0%
- assets change YoY
- 3.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $54M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of San Francisco Defined Contribution Retirement Plan's outsized position by total assets
University of San Francisco Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$360,953,782 Top 3% higher than 97% of 139,123 filed plans
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 Defined Contribution 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 Defined Contribution Retirement Plan lands in the large band (1,560 participants).
Plan-year Form 5500 strip
Filing strip 941156628 · University of San Francisco PY 2022 · Money Purchase
University of San Francisco Defined Contribution Retirement Plan · $361M · 1,560 · 97th
- EBSA $361M
- EBSA 1,560
- EBSA 97th
- EBSA Money Purchase
- EBSA near The Association of University Physicians Pension Plan
- EBSA ind #3855
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 Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $415M |
|---|---|
| Net Assets (End of Year) | $361M |
| Net Income | -$54M |
| Employer EIN | 941156628 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,225 | $660M |
| 2023 | 2 | 3,483 | $758M |
| 2024 | 2 | 5,717 | $842M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
University of San Francisco Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is The Association of University Physicians Pension Plan in WA ($371M); by covered participants it is Unity Health Retirement Plan in AR (1,559 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($361M here).
- The Association of University Physicians Pension Plan (WA) $371M · 2,585
- Thrivent Capital Accumulation Plan (MN) $372M · 1,890
- 112/73 Retirement Plan NECA-IBEW (WA) $349M · 5,681
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan (WI) $374M · 1,715
Similar participant headcount
Nearest other-state filings by covered participants (1,560 participants); asset peers above are excluded.
- Unity Health Retirement Plan (AR) 1,559 · 1 off
- Iron Workers Local #397 Annuity Fund (TN) 1,558 · 2 off
- Government Employees Health Assoc. , Inc. 401(k) Retirement Savings Plan (MO) 1,570 · 10 off
- Millwright L.U. No. 1554 Supplemental Pension Plan (TN) 1,590 · 30 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.