Money Purchase
2022 plan-year Money Purchase DOL Form 5500

UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNIVERSITY OF SOUTHERN CALIFORNIA

This Money Purchase plan holds $3.8B in total assets and serves 20,087 participants as of 2022. It is sponsored by UNIVERSITY OF SOUTHERN CALIFORNIA in California. The plan reported a net loss of $597M for the year.

Total Assets (2023)
$3.8B
Participants
20,087
State
Industry
Educational Services

What the Filing Says About UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN

UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN is a Money Purchase retirement plan sponsored by UNIVERSITY OF SOUTHERN CALIFORNIA, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $3.8B in total end-of-year assets and covers 20,087 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 951642394, and the plan has been effective since 1983-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4.4B at the beginning of 2022 to $3.8B at year-end — a decline of 13.6%. Net assets (after liabilities) closed the year at $3.8B, with reported net income of $-597,405,191 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4.4B
Total Assets (End of Year)$3.8B
Net Assets (End of Year)$3.8B
Net Income$-597,405,191
Plan TypeMoney Purchase
Employer EIN951642394
Plan Effective Date1983-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNIVERSITY OF SOUTHERN CALIFORNIA)

Year Plans Participants Total Assets
2022 4 48,107 $7.7B
2023 4 47,348 $9.0B
2024 4 46,249 $10.2B

Nearby Money Purchase Plans in California

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN?
As of the 2022 Form 5500 filing, UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN holds $3.8B in total assets with 20,087 participants. It is sponsored by UNIVERSITY OF SOUTHERN CALIFORNIA.
What type of plan is UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN?
UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN is a Money Purchase plan. It has been effective since 1983-09-01. The plan is filed with the U.S. Department of Labor under EIN 951642394.
Who sponsors the UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN?
UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN is sponsored by UNIVERSITY OF SOUTHERN CALIFORNIA, located in California. The sponsor's EIN is 951642394 and the plan operates in the Educational Services industry.
How did UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN perform in 2022?
UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN declined by 13.6% during 2022, moving from $4.4B to $3.8B in total assets. Net income was $-597,405,191.
Where can I find official filings for UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN?
Official Form 5500 filings for UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951642394 or plan name at efast.dol.gov.
How does UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN compare to other plans?
You can compare UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN against other Money Purchase plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 951642394.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.