Other · DOL Form 5500 · 2024
University of San Francisco Retirement Plan
Data updated 2026-08-25
- $374M
- Total assets Above avg plan size
- 2,889
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $129,502
- Avg per participant Near avg balance/head
Official DOL plan name: University of San Francisco Voluntary Retirement Plan · Sponsored by University of San Francisco · California · Educational Services
$374M in assets, 2,889 participants
University of San Francisco's University of San Francisco Voluntary Retirement Plan reported $374M in total assets and 2,889 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,439 in Educational Services (3,638 peers)
Coverage in California
University of San Francisco Voluntary Retirement Plan covers 2,889 participants in California, 4.6x the typical California plan (state average ~630 per filing). Assets: $374M.
- #3,439
- in Educational Services (3,638 peers)
- +10.5%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
University of San Francisco Voluntary Retirement Plan's outsized position by total assets
University of San Francisco Voluntary Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$374,130,530 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
University of San Francisco Voluntary Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of San Francisco Voluntary Retirement Plan lands in the large band (2,889 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of San Francisco Voluntary Retirement Plan reported participants rose from 1,726 in the plan year 2023 filing to 2,889 in the plan year 2024 filing.
- University of San Francisco Voluntary Retirement Plan reported net income fell from $40M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- University of San Francisco Voluntary Retirement Plan end-of-year assets rose from $339M in the plan year 2023 filing to $374M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941156628 · University of San Francisco PY 2024 · Other
University of San Francisco Voluntary Retirement Plan · $374M · 2,889 · 96th
- EBSA $374M
- PART 2,889
- TYPE 96th
- NET Other
- BOOK near One Brooklyn Health 403(b) Retirement Plan
- VS-ST ind #3439
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 San Francisco Voluntary Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $339M |
|---|---|
| Net Assets (End of Year) | $374M |
| Net Income | $35M |
| Employer EIN | 941156628 |
| Plan Effective Date | 1975-01-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of San Francisco)
Sponsor-wide plan assets over time
All University of San Francisco plans reported in each filing year
- Latest sponsor-wide plan assets
- $842M 27.608396660459604% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,225 | $660M |
| 2023 | 2 | 3,483 | $758M |
| 2024 | 2 | 5,717 | $842M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
University of San Francisco Voluntary Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is One Brooklyn Health 403(b) Retirement Plan in NY ($374M); by covered participants it is Archbold Medical Center, Inc. 403(b) Employees Thrift Plan in GA (2,883 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($374M here).
- One Brooklyn Health 403(b) Retirement Plan (NY) $374M · 4,104
- Grinnell College Employees Retirement Savings Plan (IA) $374M · 841
- Association of American Medical Colleges Def. Cont. Retirement Plan (DC) $375M · 845
- Butler University Retirement Plan (IN) $373M · 3,285
Similar participant headcount
Nearest other-state filings by covered participants (2,889 participants); asset peers above are excluded.
- Archbold Medical Center, Inc. 403(b) Employees Thrift Plan (GA) 2,883 · 6 off
- Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan (GA) 2,881 · 8 off
- Lehigh University Retirement Plan (PA) 2,874 · 15 off
- St. Barnabas Hospital 403(b) Plan (NY) 2,858 · 31 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.