Other · DOL Form 5500 · 2023

University of San Diego Retirement Plan

Data updated 2026-08-11

$719M
Total assets
1,995
Participants
98th
Percentile by assets
$360,285
Avg per participant
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Official DOL plan name: University of San Diego Defined Contribution Retirement Plan · Sponsored by University of San Diego · California · Educational Services

$719M in assets, 1,995 participants

University of San Diego's University of San Diego Defined Contribution Retirement Plan reported $719M in total assets and 1,995 participants in its 2023 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.

  • 98th percentile by assets (of 127,072 plans)
  • #3,638 in Educational Services (3,735 peers)

Coverage in California

University of San Diego Defined Contribution Retirement Plan covers 1,995 participants in California, 3.2x the typical California plan (state average ~630 per filing). Assets: $719M.

$719M
total plan assets (2023 EOY)
1,995
covered participants
98th
percentile by assets (of 127,072 plans)
$360,285
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of San Diego Defined Contribution Retirement Plan reported net income rose from -$113M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • University of San Diego Defined Contribution Retirement Plan end-of-year assets rose from $632M in the plan year 2022 filing to $719M in the plan year 2023 filing.
  • University of San Diego Defined Contribution Retirement Plan reported participants rose from 1,845 in the plan year 2022 filing to 1,995 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. University of San Diego Defined Contribution Retirement Plan reports 1,995 participants - 3.2x that state average ($719M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$632M
Net Assets (End of Year)$719M
Net Income$87M
Employer EIN952544535
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of San Diego)

$600M$650M$700M$750M$800M$850M 202220232024 $632M $797M â–˛ +26.1%
Total plan assets by year, all University of San Diego plans on file
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

University of San Diego Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 051015 Total assets ($B) Participants University of San Di…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
University of San Diego Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare University of San Diego Defined Contribu… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to University of San Diego Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did University of San Diego Defined Contribution Retirement Plan assets move in 2023? ▼
University of San Diego Defined Contribution Retirement Plan grew at a solid clip - up 13.7% during 2023, from $632M to $719M. Reported net income was $87M.
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 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 Diego Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Carpenters & Joiners Defined Contribution Plan in MN ($719M, 21,043 participants).

Next read for University of San Diego Defined Contribu…

Filing takeaways

Ways to act on University of San Diego Defined Contribution Retirement Plan's numbers.

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 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.