401(k) · DOL Form 5500 · 2023
United Services Automobile Association 401(k) Plan
Data updated 2026-08-25
- $9.8B
- Total assets Very large vs avg
- 36,811
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $267,184
- Avg per participant High balance/head
Official DOL plan name: Usaa Retirement Savings Plan · Sponsored by United Services Automobile Association · Texas · Finance & Insurance
$9.8B in assets, 36,811 participants
United Services Automobile Association's Usaa Retirement Savings Plan reported $9.8B in total assets and 36,811 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #8,850 in Finance & Insurance (8,869 peers)
Coverage in Texas
Usaa Retirement Savings Plan covers 36,811 participants in Texas, 54x the typical Texas plan (state average ~688 per filing). Assets: $9.8B.
- #8,850
- in Finance & Insurance (8,869 peers)
- +13.4%
- assets growth YoY
- 99×
- vs typical plan assets (national mean)
Usaa Retirement Savings Plan's outsized position by total assets
Usaa Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,835,303,924 Highest reported value at or above every one 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
Usaa Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usaa Retirement Savings Plan is a mega filing (36,811 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Usaa Retirement Savings Plan reported net income rose from -$1.8B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- Usaa Retirement Savings Plan end-of-year assets rose from $8.7B in the plan year 2022 filing to $9.8B in the plan year 2023 filing.
- Usaa Retirement Savings Plan reported participants fell from 37,261 in the plan year 2022 filing to 36,811 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 740959140 · United Services Automobile Association PY 2023 · 401(k)
Usaa Retirement Savings Plan · $9.8B · 36,811 · 100th
- TYPE $9.8B
- TYPE 36,811
- TYPE 100th
- TYPE 401(k)
- TYPE near GE Healthcare Retirement Savings Plan
- TYPE ind #8850
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 Finance & Insurance retirement plans → · Plans in Texas →
Usaa Retirement Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $8.7B |
|---|---|
| Net Assets (End of Year) | $9.8B |
| Net Income | $1.2B |
| Employer EIN | 740959140 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Services Automobile Association)
Sponsor-wide plan assets over time
All United Services Automobile Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $15.5B 14.052501936381029% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 68,404 | $13.6B |
| 2023 | 2 | 68,238 | $14.6B |
| 2024 | 2 | 68,700 | $15.5B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Usaa Retirement Savings Plan
Usaa Retirement Savings Plan reports $9.8B in end-of-year assets across 36,811 participants (0.080% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.039% of 93,925,755 covered participants) - about $267,184 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2023 was $1.2B.
This plan identity (EIN 740959140, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.7B to $10.9B (+25.8%) while covered participants moved from 37,261 to 37,273 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 37,261 | $8.7B | Open filing |
| 2023 | 36,811 | $9.8B | This page |
| 2024 · index core | 37,273 | $10.9B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Usaa Retirement Savings Plan (401(k), $10.9B, 37,273 participants)
- Usaa Pension Plan (Defined Benefit (Pension), $4.6B, 31,427 participants)
Usaa Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is GE Healthcare Retirement Savings Plan in IL ($9.8B); by covered participants it is Liberty Mutual 401(k) Plan in MA (37,052 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.8B here).
- GE Healthcare Retirement Savings Plan (IL) $9.8B · N/A
- The Vanguard Retirement and Savings Plan (PA) $9.8B · 18,200
- The Dow Chemical Company Employees' Savings Plan (MI) $10.1B · 18,088
- Truist Financial Corporation 401(k) Savings Plan (NC) $10.1B · 55,480
Similar participant headcount
Nearest other-state filings by covered participants (36,811 participants); asset peers above are excluded.
- Liberty Mutual 401(k) Plan (MA) 37,052 · 241 off
- Edustaff, LLC 401(k) Plan (MI) 36,336 · 475 off
- Savings and Supplemental Retirement Plan of Novant Health, Inc. (NC) 36,063 · 748 off
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan (MN) 36,049 · 762 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.