401(k) · DOL Form 5500 · 2022
United Services Automobile Association 401(k) Plan
Data updated 2026-08-25
- $8.7B
- Total assets Very large vs avg
- 37,261
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $232,796
- Avg per participant Above avg balance/head
Official DOL plan name: Usaa Retirement Savings Plan · Sponsored by United Services Automobile Association · Texas · Finance & Insurance
$8.7B in assets, 37,261 participants
United Services Automobile Association's Usaa Retirement Savings Plan reported $8.7B in total assets and 37,261 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.
- #9,243 in Finance & Insurance (9,261 peers)
Coverage in Texas
Usaa Retirement Savings Plan covers 37,261 participants in Texas, 54x the typical Texas plan (state average ~688 per filing). Assets: $8.7B.
- #9,243
- in Finance & Insurance (9,261 peers)
- -17.4%
- assets change YoY
- 87×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.8B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Usaa Retirement Savings Plan's outsized position by total assets
Usaa Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,674,215,544 Highest reported value at or above every one 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
Usaa Retirement Savings 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 Retirement Savings Plan is a mega filing (37,261 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 740959140 · United Services Automobile Association PY 2022 · 401(k)
Usaa Retirement Savings Plan · $8.7B · 37,261 · 100th
- EIN $8.7B
- EIN 37,261
- EIN 100th
- EIN 401(k)
- EIN near Leidos, Inc. Retirement Plan
- EIN ind #9243
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 Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $10.5B |
|---|---|
| Net Assets (End of Year) | $8.7B |
| Net Income | -$1.8B |
| Employer EIN | 740959140 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 68,404 | $13.6B |
| 2023 | 2 | 68,238 | $14.6B |
| 2024 | 2 | 68,700 | $15.5B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Scale composition for Usaa Retirement Savings Plan
Usaa Retirement Savings Plan reports $8.7B in end-of-year assets across 37,261 participants (0.070% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.040% of 93,925,755 covered participants) - about $232,796 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2022 was -$1.8B.
This plan identity (EIN 740959140, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.7B to $10.9B (+25.8%) while covered participants moved from 37,261 to 37,273 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 37,261 | $8.7B | This page |
| 2023 | 36,811 | $9.8B | Open filing |
| 2024 · index core | 37,273 | $10.9B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Usaa Retirement Savings Plan (401(k), $10.9B, 37,273 participants)
- Usaa Pension Plan (Defined Benefit (Pension), $4.6B, 31,427 participants)
Usaa Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Leidos, Inc. Retirement Plan in VA ($8.7B); by covered participants it is Jbs 401(k) Savings Plan in CO (37,313 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8.7B here).
- Leidos, Inc. Retirement Plan (VA) $8.7B · 26,125
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan (MO) $8.7B · 47,923
- John Deere Savings and Investment Plan (IL) $8.7B · 18,052
- Liberty Mutual 401(k) Plan (MA) $8.8B · 32,843
Similar participant headcount
Nearest other-state filings by covered participants (37,261 participants); asset peers above are excluded.
- Jbs 401(k) Savings Plan (CO) 37,313 · 52 off
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan (MN) 37,159 · 102 off
- Crh Americas 401(k) Plan (GA) 37,032 · 229 off
- Brightspring Health Services Retirement Savings Plan (KY) 37,521 · 260 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.