401(k) · DOL Form 5500 · 2022

Usaa Real Estate Company 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
276
Participants Below avg headcount
92nd
Percentile by assets National rank
$311,803
Avg per participant High balance/head
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Official DOL plan name: Usaa Real Estate Company · Sponsored by Usaa Real Estate Company · Texas · Real Estate

$86M in assets, 276 participants

Usaa Real Estate Company's Usaa Real Estate Company reported $86M in total assets and 276 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #4,939 in Real Estate (5,057 peers)

Coverage in Texas

Usaa Real Estate Company covers 276 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $86M.

#4,939
in Real Estate (5,057 peers)
-16.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Usaa Real Estate Company's outsized position by total assets

Usaa Real Estate Company vs every filed plan by assets

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

$86,057,567 Top 8% higher than 92% 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 Real Estate Company among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usaa Real Estate Company sits mid-pack in the medium band (276 participants).

EBSA filing schedule strip

Filing strip 742237999 · Usaa Real Estate Company PY 2022 · 401(k)

Usaa Real Estate Company · $86M · 276 · 92nd

  • ASSETS $86M
  • ASSETS 276
  • ASSETS 92nd
  • ASSETS 401(k)
  • ASSETS near Sunopta Foods Inc. 401(k) Plan
  • ASSETS ind #4939

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 Real Estate retirement plans → · Plans in Texas →

Usaa Real Estate Company in the asset neighbourhood

Puma North America, Inc. 401(k) PlanPuma North America, Inc. 401…$86MKirton Mcconkie Retirement PlanKirton Mcconkie Retirement P…$86MUsaa Real Estate Company$86MSunopta Foods Inc. 401(k) PlanSunopta Foods Inc. 401(k) Pl…$86MTupperware Brands Corporation Retirement Savings PlanTupperware Brands Corporatio…$86M
End-of-year total assets ($M) among Usaa Real Estate Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$86M
Net Income-$17M
Employer EIN742237999
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Usaa Real Estate Company)

Sponsor-wide plan assets over time

All Usaa Real Estate Company plans reported in each filing year

Latest sponsor-wide plan assets
$121M 40.18677869431284% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $86.1M $121M ▲ +40.2%
Year Plans Participants Total Assets
2022 1 276 $86M
2023 1 345 $106M
2024 1 115 $121M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Usaa Real Estate Company vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Usaa Real Estate Company, Total assets ($B): 0.086057567 · Participants: 276Usaa Real Estate CompanyAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Usaa Real Estate Company vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Usaa Real Estate Company side-by-side with 3 peers →

Usaa Real Estate Company's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sunopta Foods Inc. 401(k) Plan in MN ($86M); by covered participants it is Little Friends, Inc. Profit Sharing Plan in IL (276 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (276 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 Real Estate Company assets move in 2022? ▼
Usaa Real Estate Company declined sharply - down 16.5% during 2022, from $103M to $86M. Reported net income was -$17M.
How have Usaa Real Estate Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Usaa Real Estate Company's sponsor-wide assets grew 40.2%, from $86M to $121M.
Where does Usaa Real Estate Company rank by assets among Form 5500 filers? ▼
Usaa Real Estate Company ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Usaa Real Estate Company? ▼
Among 401(k) plans in other states, the closest by assets is Sunopta Foods Inc. 401(k) Plan in MN ($86M, 936 participants).
Which 401(k) plans cover a similar participant headcount to Usaa Real Estate Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Little Friends, Inc. Profit Sharing Plan in IL (276 participants, $3M 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 742237999.

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.