Other · DOL Form 5500 · 2023

University of San Francisco Retirement Plan

Data updated 2026-08-25

$339M
Total assets Above avg plan size
1,726
Participants Near avg headcount
96th
Percentile by assets National rank
$196,249
Avg per participant Above avg balance/head
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Official DOL plan name: University of San Francisco Voluntary Retirement Plan · Sponsored by University of San Francisco · California · Educational Services

$339M in assets, 1,726 participants

University of San Francisco's University of San Francisco Voluntary Retirement Plan reported $339M in total assets and 1,726 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,533 in Educational Services (3,735 peers)

Coverage in California

University of San Francisco Voluntary Retirement Plan covers 1,726 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $339M.

#3,533
in Educational Services (3,735 peers)
+13.2%
assets growth YoY
3.4×
vs typical plan assets (national mean)

University of San Francisco Voluntary Retirement Plan's outsized position by total assets

University of San Francisco Voluntary Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$338,726,202 Top 4% higher than 96% of 127,068 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 2023

University of San Francisco Voluntary Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of San Francisco Voluntary Retirement Plan lands in the large band (1,726 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of San Francisco Voluntary Retirement Plan reported net income rose from -$38M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • University of San Francisco Voluntary Retirement Plan end-of-year assets rose from $299M in the plan year 2022 filing to $339M in the plan year 2023 filing.
  • University of San Francisco Voluntary Retirement Plan reported participants rose from 1,665 in the plan year 2022 filing to 1,726 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941156628 · University of San Francisco PY 2023 · Other

University of San Francisco Voluntary Retirement Plan · $339M · 1,726 · 96th

  • EBSA $339M
  • PART 1,726
  • TYPE 96th
  • NET Other
  • BOOK near Franklin and Marshall College Retirement Plan
  • VS-ST ind #3533

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 Francisco Voluntary Retirement Plan in the asset neighbourhood

Trinity University 403(b) Retirement PlanTrinity University 403(b) Re…$340MSwedishamerican 403(b) Incentivesaver PlanSwedishamerican 403(b) Incen…$340MUniversity of San Francisco Voluntary Retirement PlanUniversity of San Francisco …$339MFranklin and Marshall College Retirement PlanFranklin and Marshall Colleg…$338MExcela Health 403(b) Retirement PlanExcela Health 403(b) Retirem…$338M
End-of-year total assets ($M) among University of San Francisco Voluntary Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$299M
Net Assets (End of Year)$339M
Net Income$40M
Employer EIN941156628
Plan Effective Date1975-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (University of San Francisco)

Sponsor-wide plan assets over time

All University of San Francisco plans reported in each filing year

Latest sponsor-wide plan assets
$842M 27.608396660459604% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $660M $842M ▲ +27.6%
Year Plans Participants Total Assets
2022 2 3,225 $660M
2023 2 3,483 $758M
2024 2 5,717 $842M

Nearby Other Plans in California

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

University of San Francisco Voluntary Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants University of San Francisco Voluntary Retirement Plan, Total assets ($B): 0.338726202 · Participants: 1726University of San Francisco Voluntary Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
University of San Francisco Voluntary Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare University of San Francisco Voluntary Retirement Plan side-by-side with 3 peers →

University of San Francisco Voluntary Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Franklin and Marshall College Retirement Plan in PA ($338M); by covered participants it is Pocono Health System Defined Contribution Plan in PA (1,725 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($339M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,726 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of San Francisco Voluntary Retirement Plan assets move in 2023? ▼
University of San Francisco Voluntary Retirement Plan grew at a solid clip - up 13.2% during 2023, from $299M to $339M. Reported net income was $40M.
How have University of San Francisco plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of San Francisco's sponsor-wide assets grew 27.6%, from $660M to $842M.
Where does University of San Francisco Voluntary Retirement Plan rank by assets among Form 5500 filers? ▼
University of San Francisco Voluntary Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of San Francisco Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Franklin and Marshall College Retirement Plan in PA ($338M, 737 participants).
Which Other plans cover a similar participant headcount to University of San Francisco Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Pocono Health System Defined Contribution Plan in PA (1,725 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941156628.

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.