401(k) · DOL Form 5500 · 2022
United Services Automobile Association 401(k) Plan
Data updated 2026-08-06
- $8.7B
- Total assets
- 37,261
- Participants
- 100th
- Percentile by assets
- $232,796
- Avg per participant
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.
- 100th percentile by assets (of 139,258 plans)
- #9,249 in Finance & Insurance (9,267 peers)
Coverage in Texas
Usaa Retirement Savings Plan covers 37,261 participants in Texas, 53x the typical Texas plan (state average ~704 per filing). Assets: $8.7B.
- $8.7B
- total plan assets (2022 EOY)
- 37,261
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $232,796
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. Usaa Retirement Savings Plan reports 37,261 participants - 53x that state average ($8.7B EOY assets).
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)
| 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.
Usaa Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- 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 (0.074% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.041% of 89,805,449 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Usaa Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Usaa Retirement Savings Plan assets move in 2022? ▼
How have United Services Automobile Association plan assets changed over time? ▼
Where does Usaa Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Usaa Retirement Savings Plan? ▼
Next read for Usaa Retirement Savings Plan
Filing takeaways
Ways to act on Usaa Retirement Savings Plan's numbers.
- By total assets, Usaa Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- United Services Automobile Association's sponsor-wide assets have grown 14.1% since 2022 across 3 plan years on file. More Finance & Insurance plans