Defined Benefit (Pension) · DOL Form 5500 · 2022

United Services Automobile Association Pension Plan

Data updated 2026-08-25

$4.9B
Total assets Very large vs avg
31,143
Participants Very large workforce
100th
Percentile by assets National rank
$157,377
Avg per participant Above avg balance/head
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Official DOL plan name: Usaa Pension Plan · Sponsored by United Services Automobile Association · Texas · Finance & Insurance

$4.9B in assets, 31,143 participants

United Services Automobile Association's Usaa Pension Plan reported $4.9B in total assets and 31,143 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.

  • #9,216 in Finance & Insurance (9,261 peers)

Coverage in Texas

Usaa Pension Plan covers 31,143 participants in Texas, 45x the typical Texas plan (state average ~688 per filing). Assets: $4.9B.

#9,216
in Finance & Insurance (9,261 peers)
-21.1%
assets change YoY
49×
vs typical plan assets (national mean)

The plan reported a net loss of $1.3B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Usaa Pension Plan's outsized position by total assets

Usaa Pension Plan vs every filed plan by assets

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

$4,901,200,205 Highest reported value at or above every one 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

Usaa Pension Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usaa Pension Plan is a mega filing (31,143 participants), the rightmost band on the breakdown.

Plan-year Form 5500 strip

Filing strip 740959140 · United Services Automobile Association PY 2022 · Defined Benefit (Pension)

Usaa Pension Plan · $4.9B · 31,143 · 100th

  • BOY $4.9B
  • BOY 31,143
  • BOY 100th
  • BOY Defined Benefit (Pension)
  • BOY near Motion Picture Industry Pension Plan
  • BOY ind #9216

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 Finance & Insurance retirement plans → · Plans in Texas →

Usaa Pension Plan in the asset neighbourhood

The Bank of New York Mellon Corporation Pension PlanThe Bank of New York Mellon …$5.0BMotion Picture Industry Pension PlanMotion Picture Industry Pens…$4.9BSouthern California Ufcw Unions and Food Employers Joint Pension Trust FundSouthern California Ufcw Uni…$4.9BUsaa Pension Plan$4.9BNew York District Council of Carpenters Pension PlNew York District Council of…$4.8B
End-of-year total assets ($B) among Usaa Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$6.2B
Net Assets (End of Year)$4.4B
Net Income-$1.3B
Employer EIN740959140
Plan Effective Date1946-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Services Automobile Association)

Sponsor-wide plan assets over time

All United Services Automobile Association plans reported in each filing year

Latest sponsor-wide plan assets
$15.5B 14.052501936381029% vs 2022
2024 filing year
$13B$14B$15B$16B 202220232024 $13.6B $15.5B ▲ +14.0%
Year Plans Participants Total Assets
2022 2 68,404 $13.6B
2023 2 68,238 $14.6B
2024 2 68,700 $15.5B

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Usaa Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 01020304050 Total assets ($B) Participants Usaa Pension Plan, Total assets ($B): 4.901200205 · Participants: 31143Usaa Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Usaa Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Usaa Pension Plan side-by-side with 3 peers →

Scale composition for Usaa Pension Plan

Usaa Pension Plan reports $4.9B in end-of-year assets across 31,143 participants (0.040% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.033% of 93,925,755 covered participants) - about $157,377 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2022 was -$1.3B.

This plan identity (EIN 740959140, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.9B to $4.6B (-6.8%) while covered participants moved from 31,143 to 31,427 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 31,143 $4.9B This page
2023 31,427 $4.7B Open filing
2024 · index core 31,427 $4.6B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Usaa Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Motion Picture Industry Pension Plan in CA ($4.9B); by covered participants it is Boilermaker-Blacksmith National Pension Trust in MO (31,010 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31,143 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 Usaa Pension Plan assets move in 2022? ▼
Usaa Pension Plan declined sharply - down 21.1% during 2022, from $6.2B to $4.9B. Reported net income was -$1.3B.
How have United Services Automobile Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Services Automobile Association's sponsor-wide assets grew 14.1%, from $13.6B to $15.5B.
Where does Usaa Pension Plan rank by assets among Form 5500 filers? ▼
Usaa Pension Plan ranks in the 100th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Usaa Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Motion Picture Industry Pension Plan in CA ($4.9B, 63,914 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Usaa Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Boilermaker-Blacksmith National Pension Trust in MO (31,010 participants, $7.5B 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 740959140.

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.