Money Purchase · DOL Form 5500 · 2023
University of San Francisco Money Purchase Plan
Data updated 2026-08-11
- $419M
- Total assets
- 1,757
- Participants
- 97th
- Percentile by assets
- $238,383
- Avg per participant
Official DOL plan name: University of San Francisco Defined Contribution Retirement Plan · Sponsored by University of San Francisco · California · Educational Services
$419M in assets, 1,757 participants
University of San Francisco's University of San Francisco Defined Contribution Retirement Plan reported $419M in total assets and 1,757 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #3,569 in Educational Services (3,735 peers)
Coverage in California
University of San Francisco Defined Contribution Retirement Plan covers 1,757 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $419M.
- $419M
- total plan assets (2023 EOY)
- 1,757
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $238,383
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of San Francisco Defined Contribution Retirement Plan reported net income rose from -$54M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- University of San Francisco Defined Contribution Retirement Plan end-of-year assets rose from $361M in the plan year 2022 filing to $419M in the plan year 2023 filing.
- University of San Francisco Defined Contribution Retirement Plan reported participants rose from 1,560 in the plan year 2022 filing to 1,757 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. University of San Francisco Defined Contribution Retirement Plan reports 1,757 participants - 2.8x that state average ($419M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $361M |
|---|---|
| Net Assets (End of Year) | $419M |
| Net Income | $58M |
| Employer EIN | 941156628 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of San Francisco)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,225 | $660M |
| 2023 | 2 | 3,483 | $758M |
| 2024 | 2 | 5,717 | $842M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
University of San Francisco Defined Contribution Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to University of San Francisco Defined Contribution Retirement Plan by total assets, not by location.
- Thrivent Capital Accumulation Plan (MN) $419M · 1,896
- Annuity Fd of the Electrical Industry of Long Island (NY) $420M · 2,345
- 112/73 Retirement Plan NECA-IBEW (WA) $421M · 5,901
- Skadden Arps Slate Meagher & Flom Retirement Plan (NY) $433M · 324
Frequently Asked Questions
How did University of San Francisco Defined Contribution Retirement Plan assets move in 2023? ▼
How have University of San Francisco plan assets changed over time? ▼
Where does University of San Francisco Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to University of San Francisco Defined Contribution Retirement Plan? ▼
Next read for University of San Francisco Defined Cont…
Filing takeaways
Ways to act on University of San Francisco Defined Contribution Retirement Plan's numbers.
- By total assets, University of San Francisco Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- University of San Francisco's sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Educational Services plans