Money Purchase · DOL Form 5500 · 2023
University of San Francisco Money Purchase Plan
Data updated 2026-08-25
- $419M
- Total assets Above avg plan size
- 1,757
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $238,383
- Avg per participant Above avg balance/head
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.
- #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.
- #3,569
- in Educational Services (3,735 peers)
- +16.0%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
University of San Francisco Defined Contribution Retirement Plan's outsized position by total assets
University of San Francisco Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$418,838,584 Top 3% higher than 97% of 127,068 filed plans
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 Defined Contribution 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 Defined Contribution Retirement Plan lands in the large band (1,757 participants).
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.
DOL schedule card
Filing strip 941156628 · University of San Francisco PY 2023 · Money Purchase
University of San Francisco Defined Contribution Retirement Plan · $419M · 1,757 · 97th
- EBSA $419M
- EBSA 1,757
- EBSA 97th
- EBSA Money Purchase
- EBSA near Thrivent Capital Accumulation Plan
- EBSA ind #3569
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 Defined Contribution Retirement Plan in the asset neighbourhood
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)
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
| 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.
- 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
University of San Francisco Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Thrivent Capital Accumulation Plan in MN ($419M); by covered participants it is First Hawaiian, Inc. Future Plan in HI (1,763 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($419M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,757 participants); asset peers above are excluded.
- First Hawaiian, Inc. Future Plan (HI) 1,763 · 6 off
- Bozeman Health Retirement Plan (MT) 1,750 · 7 off
- Iron Workers Local 399 Annuity Fund (NJ) 1,767 · 10 off
- West Virginia University Medical Corporation Retirement Plan (WV) 1,771 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.