Other · DOL Form 5500 · 2022

University of San Diego Retirement Plan

Data updated 2026-08-25

$632M
Total assets Above avg plan size
1,845
Participants Near avg headcount
98th
Percentile by assets National rank
$342,590
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: University of San Diego Defined Contribution Retirement Plan · Sponsored by University of San Diego · California · Educational Services

$632M in assets, 1,845 participants

University of San Diego's University of San Diego Defined Contribution Retirement Plan reported $632M in total assets and 1,845 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,924 in Educational Services (4,024 peers)

Coverage in California

University of San Diego Defined Contribution Retirement Plan covers 1,845 participants in California, 2.9x the typical California plan (state average ~630 per filing). Assets: $632M.

#3,924
in Educational Services (4,024 peers)
-15.2%
assets change YoY
6.3×
vs typical plan assets (national mean)

The plan reported a net loss of $113M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of San Diego Defined Contribution Retirement Plan's outsized position by total assets

University of San Diego Defined Contribution Retirement Plan vs every filed plan by assets

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

$632,077,886 Top 2% higher than 98% 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

University of San Diego Defined Contribution Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of San Diego Defined Contribution Retirement Plan lands in the large band (1,845 participants).

EBSA filing schedule strip

Filing strip 952544535 · University of San Diego PY 2022 · Other

University of San Diego Defined Contribution Retirement Plan · $632M · 1,845 · 98th

  • BOY $632M
  • BOY 1,845
  • BOY 98th
  • BOY Other
  • BOY near Parkview Health System, Inc. 403(b) Plan
  • BOY ind #3924

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 Educational Services retirement plans → · Plans in California →

University of San Diego Defined Contribution Retirement Plan in the asset neighbourhood

Wellesley College 403(b) Retirement PlanWellesley College 403(b) Ret…$640MThedacare Retirement and 403(b) Savings PlanThedacare Retirement and 403…$637MParkview Health System, Inc. 403(b) PlanParkview Health System, Inc.…$634MUniversity of San Diego Defined Contribution Retirement PlanUniversity of San Diego Defi…$632MTufts Medical Center, Inc. Retirement Savings Plan - 403(b)Tufts Medical Center, Inc. R…$630M
End-of-year total assets ($M) among University of San Diego Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$745M
Net Assets (End of Year)$632M
Net Income-$113M
Employer EIN952544535
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of San Diego)

Sponsor-wide plan assets over time

All University of San Diego plans reported in each filing year

Latest sponsor-wide plan assets
$797M 26.105343131716523% vs 2022
2024 filing year
$600M$650M$700M$750M$800M$850M 202220232024 $632M $797M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 1,845 $632M
2023 1 1,995 $719M
2024 1 2,690 $797M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

University of San Diego Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0246810 Total assets ($B) Participants University of San Diego Defined Contribution Retirement Plan, Total assets ($B): 0.632077886 · Participants: 1845University of San Diego Defined Contribution Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
University of San Diego Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare University of San Diego Defined Contribution Retirement Plan side-by-side with 3 peers →

University of San Diego Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Parkview Health System, Inc. 403(b) Plan in IN ($634M); by covered participants it is Lightwave Dental Retirement Plan in VA (1,847 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($632M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,845 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 University of San Diego Defined Contribution Retirement Plan assets move in 2022? ▼
University of San Diego Defined Contribution Retirement Plan declined sharply - down 15.2% during 2022, from $745M to $632M. Reported net income was -$113M.
How have University of San Diego plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of San Diego's sponsor-wide assets grew 26.1%, from $632M to $797M.
Where does University of San Diego Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
University of San Diego Defined Contribution Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of San Diego Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Parkview Health System, Inc. 403(b) Plan in IN ($634M, 14,230 participants).
Which Other plans cover a similar participant headcount to University of San Diego Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lightwave Dental Retirement Plan in VA (1,847 participants, $29M 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 952544535.

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.