Money Purchase · DOL Form 5500 · 2023
University of Southern California Money Purchase Plan
Data updated 2026-08-25
- $4.4B
- Total assets Very large vs avg
- 20,136
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $219,849
- Avg per participant Above avg balance/head
Official DOL plan name: University of Southern California Defined Contribution Retirement Plan · Sponsored by University of Southern California · California · Educational Services
$4.4B in assets, 20,136 participants
University of Southern California's University of Southern California Defined Contribution Retirement Plan reported $4.4B in total assets and 20,136 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.
- #3,722 in Educational Services (3,735 peers)
Coverage in California
University of Southern California Defined Contribution Retirement Plan covers 20,136 participants in California, 32x the typical California plan (state average ~630 per filing). Assets: $4.4B.
- #3,722
- in Educational Services (3,735 peers)
- +17.5%
- assets growth YoY
- 44×
- vs typical plan assets (national mean)
University of Southern California Defined Contribution Retirement Plan's outsized position by total assets
University of Southern California Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,426,886,727 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
University of Southern California Defined Contribution Retirement 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. University of Southern California Defined Contribution Retirement Plan is a mega filing (20,136 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Southern California Defined Contribution Retirement Plan reported net income rose from -$597M in the plan year 2022 filing to $658M in the plan year 2023 filing.
- University of Southern California Defined Contribution Retirement Plan end-of-year assets rose from $3.8B in the plan year 2022 filing to $4.4B in the plan year 2023 filing.
- University of Southern California Defined Contribution Retirement Plan reported participants rose from 20,087 in the plan year 2022 filing to 20,136 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 951642394 · University of Southern California PY 2023 · Money Purchase
University of Southern California Defined Contribution Retirement Plan · $4.4B · 20,136 · 100th
- SCH $4.4B
- SCH 20,136
- SCH 100th
- SCH Money Purchase
- SCH near Young Men's Christian Association Retirement Fund Retirement Plan
- SCH ind #3722
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 Southern California Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3.8B |
|---|---|
| Net Assets (End of Year) | $4.4B |
| Net Income | $658M |
| Employer EIN | 951642394 |
| Plan Effective Date | 1983-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Southern California)
Sponsor-wide plan assets over time
All University of Southern California plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.2B 31.78843534201677% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 48,107 | $7.7B |
| 2023 | 4 | 47,348 | $9.0B |
| 2024 | 4 | 46,249 | $10.2B |
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
- 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
- Laborers Annuity Plan for Northern California $1.4B · 29,863
Scale composition for University of Southern California Defined Contribution Retirement Plan
University of Southern California Defined Contribution Retirement Plan reports $4.4B in end-of-year assets across 20,136 participants (0.036% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $219,849 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2023 was $658M.
This plan identity (EIN 951642394, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.8B to $5.0B (+33.1%) while covered participants moved from 20,087 to 19,806 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,087 | $3.8B | Open filing |
| 2023 | 20,136 | $4.4B | This page |
| 2024 · index core | 19,806 | $5.0B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- University of Southern California Defined Contribution Retirement Plan (Money Purchase, $5.0B, 19,806 participants)
- University of Southern California Tax-Deferred Annuity Plan (Other, $4.8B, 20,886 participants)
- Keck Medicine of Usc 401(k) Retirement Plan (401(k), $186M, 3,941 participants)
- University of Southern California Support Staff Retirement Plan (Defined Benefit (Pension), $137M, 1,616 participants)
University of Southern California Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Young Men's Christian Association Retirement Fund Retirement Plan in NY ($3.7B); by covered participants it is Michigan Laborers' Annuity Fund in MI (21,709 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.4B here).
- Young Men's Christian Association Retirement Fund Retirement Plan (NY) $3.7B · 43,490
- Tiaa Retirement Plan (NY) $5.3B · 12,501
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a (MD) $2.7B · 7,852
- The Mitre Corporation Qualified Retirement Plan (MA) $2.6B · 12,551
Similar participant headcount
Nearest other-state filings by covered participants (20,136 participants); asset peers above are excluded.
- Michigan Laborers' Annuity Fund (MI) 21,709 · 1,573 off
- Michigan Regional Council of Carpenters' Annuity Fund (MI) 17,454 · 2,682 off
- Itpeu Pension Fund (NJ) 15,693 · 4,443 off
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan (NY) 15,163 · 4,973 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.