Other · DOL Form 5500 · 2023
University of Southern California Retirement Plan
Data updated 2026-08-25
- $4.3B
- Total assets Very large vs avg
- 21,764
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $196,559
- Avg per participant Above avg balance/head
Official DOL plan name: University of Southern California Tax-Deferred Annuity Plan · Sponsored by University of Southern California · California · Educational Services
$4.3B in assets, 21,764 participants
University of Southern California's University of Southern California Tax-Deferred Annuity Plan reported $4.3B in total assets and 21,764 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.
- #3,721 in Educational Services (3,735 peers)
Coverage in California
University of Southern California Tax-Deferred Annuity Plan covers 21,764 participants in California, 35x the typical California plan (state average ~630 per filing). Assets: $4.3B.
- #3,721
- in Educational Services (3,735 peers)
- +16.3%
- assets growth YoY
- 43×
- vs typical plan assets (national mean)
University of Southern California Tax-Deferred Annuity Plan's outsized position by total assets
University of Southern California Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,277,911,652 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 Tax-Deferred Annuity 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 Tax-Deferred Annuity Plan is a mega filing (21,764 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Southern California Tax-Deferred Annuity Plan reported net income rose from -$583M in the plan year 2022 filing to $601M in the plan year 2023 filing.
- University of Southern California Tax-Deferred Annuity Plan end-of-year assets rose from $3.7B in the plan year 2022 filing to $4.3B in the plan year 2023 filing.
- University of Southern California Tax-Deferred Annuity Plan reported participants fell from 22,632 in the plan year 2022 filing to 21,764 in the plan year 2023 filing.
DOL schedule card
Filing strip 951642394 · University of Southern California PY 2023 · Other
University of Southern California Tax-Deferred Annuity Plan · $4.3B · 21,764 · 100th
- VS-ST $4.3B
- VS-ST 21,764
- VS-ST 100th
- VS-ST Other
- VS-ST near Upmc 403(b) Retirement Savings Plan
- VS-ST ind #3721
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 Tax-Deferred Annuity Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3.7B |
|---|---|
| Net Assets (End of Year) | $4.3B |
| Net Income | $601M |
| Employer EIN | 951642394 |
| Plan Effective Date | 1962-01-01 |
| 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 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
- Cedars-Sinai Health System 403b Retirement Plan $2.2B · 10,989
Scale composition for University of Southern California Tax-Deferred Annuity Plan
University of Southern California Tax-Deferred Annuity Plan reports $4.3B in end-of-year assets across 21,764 participants (0.035% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $196,559 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2023 was $601M.
This plan identity (EIN 951642394, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.7B to $4.8B (+31.0%) while covered participants moved from 22,632 to 20,886 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,632 | $3.7B | Open filing |
| 2023 | 21,764 | $4.3B | This page |
| 2024 · index core | 20,886 | $4.8B | 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 Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Upmc 403(b) Retirement Savings Plan in PA ($4.2B); by covered participants it is Mainehealth 403(b) Retirement Plan in ME (22,008 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.3B here).
- Upmc 403(b) Retirement Savings Plan (PA) $4.2B · 78,261
- Columbia University Voluntary Retirement Savings Plan (NY) $4.1B · 23,835
- The Retirement Savings Plan (NY) $4.1B · 41,528
- Vanderbilt University Medical Center Retirement Plan (TN) $4.1B · 30,220
Similar participant headcount
Nearest other-state filings by covered participants (21,764 participants); asset peers above are excluded.
- Mainehealth 403(b) Retirement Plan (ME) 22,008 · 244 off
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) 22,121 · 357 off
- Prisma Health 401(a) Plan (SC) 21,235 · 529 off
- Harvard University Tax Deferred Annuity Plan (MA) 21,064 · 700 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.