Money Purchase · DOL Form 5500 · 2022
University of San Francisco Money Purchase Plan
Data updated 2026-08-11
- $361M
- Total assets
- 1,560
- Participants
- 97th
- Percentile by assets
- $231,381
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $361M
- total plan assets (2022 EOY)
- 1,560
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $231,381
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. University of San Francisco Defined Contribution Retirement Plan reports 1,560 participants - 2.5x that state average ($361M EOY assets).
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)
| 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.
University of San Francisco Defined Contribution Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to University of San Francisco Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did University of San Francisco Defined Contribution Retirement Plan assets move in 2022? ▼
How have University of San Francisco plan assets changed over time? ▼
Where does University of San Francisco Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to University of San Francisco Defined Contribution Retirement Plan? ▼
Next read for University of San Francisco Defined Cont…
Filing takeaways
Ways to act on University of San Francisco Defined Contribution Retirement Plan's numbers.
- By total assets, University of San Francisco Defined Contribution 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 Money Purchase 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