Money Purchase · DOL Form 5500 · 2024
University of San Francisco Money Purchase Plan
Data updated 2026-08-25
- $468M
- Total assets Above avg plan size
- 2,828
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $165,567
- Avg per participant Above avg balance/head
Official DOL plan name: University of San Francisco Defined Contribution Retirement Plan · Sponsored by University of San Francisco · California · Educational Services
$468M in assets, 2,828 participants
University of San Francisco's University of San Francisco Defined Contribution Retirement Plan reported $468M in total assets and 2,828 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,476 in Educational Services (3,638 peers)
Coverage in California
University of San Francisco Defined Contribution Retirement Plan covers 2,828 participants in California, 4.5x the typical California plan (state average ~630 per filing). Assets: $468M.
- #3,476
- in Educational Services (3,638 peers)
- +11.8%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
University of San Francisco Defined Contribution Retirement Plan's outsized position by total assets
University of San Francisco Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$468,222,349 Top 3% higher than 97% 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 Defined Contribution 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 Defined Contribution Retirement Plan lands in the large band (2,828 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of San Francisco Defined Contribution Retirement Plan reported participants rose from 1,757 in the plan year 2023 filing to 2,828 in the plan year 2024 filing.
- University of San Francisco Defined Contribution Retirement Plan reported net income fell from $58M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- University of San Francisco Defined Contribution Retirement Plan end-of-year assets rose from $419M in the plan year 2023 filing to $468M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941156628 · University of San Francisco PY 2024 · Money Purchase
University of San Francisco Defined Contribution Retirement Plan · $468M · 2,828 · 97th
- NET $468M
- BOOK 2,828
- VS-ST 97th
- BOY Money Purchase
- SCH near Thrivent Capital Accumulation Plan
- EBSA ind #3476
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 Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $419M |
|---|---|
| Net Assets (End of Year) | $468M |
| Net Income | $49M |
| Employer EIN | 941156628 |
| Plan Effective Date | 1989-07-01 |
| 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 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. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
University of San Francisco Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Thrivent Capital Accumulation Plan in MN ($461M); by covered participants it is Saint Louis University Retirement Plan in MO (2,836 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($468M here).
- Thrivent Capital Accumulation Plan (MN) $461M · 1,816
- 112/73 Retirement Plan NECA-IBEW (WA) $479M · 6,174
- Elliott Money Purchase Pension Plan (FL) $457M · 494
- NECA-IBEW Local 364 Defined Contribution Plan (IL) $489M · 944
Similar participant headcount
Nearest other-state filings by covered participants (2,828 participants); asset peers above are excluded.
- Saint Louis University Retirement Plan (MO) 2,836 · 8 off
- Pavers & Road Builders DC Annuity Fund (NY) 2,816 · 12 off
- St. Paul Electrical Construction Workers Supplemental Pension Plan (MN) 2,787 · 41 off
- Retirement Income Plan for Teaching Faculty of Harvard University (MA) 2,774 · 54 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.