401(k) · DOL Form 5500 · 2023
United Services Automobile Association 401(k) Plan
Data updated 2026-08-06
- $9.8B
- Total assets
- 36,811
- Participants
- 100th
- Percentile by assets
- $267,184
- Avg per participant
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.
- 100th percentile by assets (of 126,618 plans)
- #8,833 in Finance & Insurance (8,852 peers)
Coverage in Texas
Usaa Retirement Savings Plan covers 36,811 participants in Texas, 52x the typical Texas plan (state average ~704 per filing). Assets: $9.8B.
- $9.8B
- total plan assets (2023 EOY)
- 36,811
- covered participants
- 100th
- percentile by assets (of 126,618 plans)
- $267,184
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. Usaa Retirement Savings Plan reports 36,811 participants - 52x that state average ($9.8B EOY assets).
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)
| 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.
Usaa Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- 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 (0.084% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.041% of 89,805,449 covered participants) - about $267,184 per participant (2.0x 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Usaa Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Usaa Retirement Savings Plan assets move in 2023? ▼
How have United Services Automobile Association plan assets changed over time? ▼
Where does Usaa Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Usaa Retirement Savings Plan? ▼
Next read for Usaa Retirement Savings Plan
Filing takeaways
Ways to act on Usaa Retirement Savings Plan's numbers.
- By total assets, Usaa Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- United Services Automobile Association's sponsor-wide assets have grown 14.1% since 2022 across 3 plan years on file. More Finance & Insurance plans