Other · DOL Form 5500 · 2023
University of San Diego Retirement Plan
Data updated 2026-08-25
- $719M
- Total assets Above avg plan size
- 1,995
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $360,285
- Avg per participant High balance/head
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.
- #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.
- #3,638
- in Educational Services (3,735 peers)
- +13.7%
- assets growth YoY
- 7.2×
- vs typical plan assets (national mean)
University of San Diego Defined Contribution Retirement Plan's outsized position by total assets
University of San Diego Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$718,769,076 Top 2% higher than 98% 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 Diego 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 Diego Defined Contribution Retirement Plan lands in the large band (1,995 participants).
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.
EBSA filing schedule strip
Filing strip 952544535 · University of San Diego PY 2023 · Other
University of San Diego Defined Contribution Retirement Plan · $719M · 1,995 · 98th
- EBSA $719M
- PART 1,995
- TYPE 98th
- NET Other
- BOOK near Carpenters & Joiners Defined Contribution Plan
- VS-ST ind #3638
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 Diego Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $632M |
|---|---|
| Net Assets (End of Year) | $719M |
| Net Income | $87M |
| Employer EIN | 952544535 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of San Diego)
Sponsor-wide plan assets over time
All University of San Diego plans reported in each filing year
- Latest sponsor-wide plan assets
- $797M 26.105343131716523% vs 2022
- 2024 filing year
| 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.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
University of San Diego Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Carpenters & Joiners Defined Contribution Plan in MN ($719M); by covered participants it is Lehigh Valley Health Network, Inc. ERISA 403(b) Plan in PA (1,996 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($719M here).
- Carpenters & Joiners Defined Contribution Plan (MN) $719M · 21,043
- Wellesley College 403(b) Retirement Plan (MA) $722M · 1,279
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan (IL) $722M · 1,842
- Carilion Clinic 403(b) Retirement Savings Plan (VA) $722M · 12,978
Similar participant headcount
Nearest other-state filings by covered participants (1,995 participants); asset peers above are excluded.
- Lehigh Valley Health Network, Inc. ERISA 403(b) Plan (PA) 1,996 · 1 off
- East Tennessee Children's Hospital 403(b) Retirement Program (TN) 1,996 · 1 off
- Youth Advocate Programs, Inc. 403(b) Plan (PA) 1,999 · 4 off
- Wilmington University 403(b) DC Plan (DE) 1,990 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.