Other · DOL Form 5500 · 2024
University of San Diego Retirement Plan
Data updated 2026-08-25
- $797M
- Total assets Above avg plan size
- 2,690
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $296,314
- Avg per participant High balance/head
Official DOL plan name: University of San Diego Defined Contribution Retirement Plan · Sponsored by University of San Diego · California · Educational Services
$797M in assets, 2,690 participants
University of San Diego's University of San Diego Defined Contribution Retirement Plan reported $797M in total assets and 2,690 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,542 in Educational Services (3,638 peers)
Coverage in California
University of San Diego Defined Contribution Retirement Plan covers 2,690 participants in California, 4.3x the typical California plan (state average ~630 per filing). Assets: $797M.
- #3,542
- in Educational Services (3,638 peers)
- +10.9%
- assets growth YoY
- 8.0×
- vs typical plan assets (national mean)
University of San Diego Defined Contribution Retirement Plan's outsized position by total assets
University of San Diego Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$797,083,987 Top 2% higher than 98% 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 Diego 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 Diego Defined Contribution Retirement Plan lands in the large band (2,690 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of San Diego Defined Contribution Retirement Plan reported participants rose from 1,995 in the plan year 2023 filing to 2,690 in the plan year 2024 filing.
- University of San Diego Defined Contribution Retirement Plan end-of-year assets rose from $719M in the plan year 2023 filing to $797M in the plan year 2024 filing.
- University of San Diego Defined Contribution Retirement Plan reported net income fell from $87M in the plan year 2023 filing to $78M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 952544535 · University of San Diego PY 2024 · Other
University of San Diego Defined Contribution Retirement Plan · $797M · 2,690 · 98th
- TYPE $797M
- TYPE 2,690
- TYPE 98th
- TYPE Other
- TYPE near Tulane University Faculty and Administrative 403(b) Retirement Plan
- TYPE ind #3542
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 Diego Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $719M |
|---|---|
| Net Assets (End of Year) | $797M |
| Net Income | $78M |
| Employer EIN | 952544535 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of San Diego)
Sponsor-wide plan assets over time
All University of San Diego plans reported in each filing year
- Latest sponsor-wide plan assets
- $797M 26.105343131716523% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,845 | $632M |
| 2023 | 1 | 1,995 | $719M |
| 2024 | 1 | 2,690 | $797M |
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 Diego Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Tulane University Faculty and Administrative 403(b) Retirement Plan in LA ($794M); by covered participants it is Arizona Laborers & Teamsters Annuity Plan in AZ (2,693 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($797M here).
- Tulane University Faculty and Administrative 403(b) Retirement Plan (LA) $794M · 3,284
- Umms Voluntary 403(b) Plan (MD) $793M · 5,024
- H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan (FL) $803M · 9,044
- Cook Childrens Health Care System 403(b) Retirement Plan (TX) $805M · 9,804
Similar participant headcount
Nearest other-state filings by covered participants (2,690 participants); asset peers above are excluded.
- Arizona Laborers & Teamsters Annuity Plan (AZ) 2,693 · 3 off
- Maryland Electrical Industry Severance & Annuity Fund (WV) 2,686 · 4 off
- Southeastern Carpenters and Millwrights Pension Plan (TN) 2,695 · 5 off
- Camba 403b Retirement Plan (NY) 2,685 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.