Defined Benefit (Pension) · DOL Form 5500 · 2023
University of Southern California Pension Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 1,750
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $78,159
- Avg per participant Below avg balance/head
Official DOL plan name: University of Southern California Support Staff Retirement Plan · Sponsored by University of Southern California · California · Educational Services
$137M in assets, 1,750 participants
University of Southern California's University of Southern California Support Staff Retirement Plan reported $137M in total assets and 1,750 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,298 in Educational Services (3,735 peers)
Coverage in California
University of Southern California Support Staff Retirement Plan covers 1,750 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $137M.
- #3,298
- in Educational Services (3,735 peers)
- +9.1%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
University of Southern California Support Staff Retirement Plan's outsized position by total assets
University of Southern California Support Staff Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$136,777,659 Top 7% higher than 93% 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 Support Staff 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 Southern California Support Staff Retirement Plan lands in the large band (1,750 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Southern California Support Staff Retirement Plan reported net income rose from -$40M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- University of Southern California Support Staff Retirement Plan end-of-year assets rose from $125M in the plan year 2022 filing to $137M in the plan year 2023 filing.
- University of Southern California Support Staff Retirement Plan reported participants fell from 1,903 in the plan year 2022 filing to 1,750 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 951642394 · University of Southern California PY 2023 · Defined Benefit (Pension)
University of Southern California Support Staff Retirement Plan · $137M · 1,750 · 93rd
- BOY $137M
- BOY 1,750
- BOY 93rd
- BOY Defined Benefit (Pension)
- BOY near Watlow Group Pension Plan
- BOY ind #3298
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 Support Staff Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | $11M |
| 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 Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
University of Southern California Support Staff Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Watlow Group Pension Plan in MO ($137M); by covered participants it is Florida Carpenters Pension Plan in TN (1,750 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
- Watlow Group Pension Plan (MO) $137M · 465
- Bridgestone Americas, Inc. Retirement Plan (TN) $137M · 1,909
- Unite Here! Workers and Hospitality Employers Vdb Pension Trust (MA) $137M · 4,092
- Care New England Pension Plan (RI) $137M · 1,851
Similar participant headcount
Nearest other-state filings by covered participants (1,750 participants); asset peers above are excluded.
- Florida Carpenters Pension Plan (TN) 1,750 · 0 off
- Harris Teeter Supermarkets, Inc. Employees' Pension Plan (NC) 1,748 · 2 off
- Fca US LLC Consolidated Plan (MI) 1,760 · 10 off
- Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan (NJ) 1,740 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.