Defined Benefit (Pension) · DOL Form 5500 · 2024
United Services Automobile Association Pension Plan
Data updated 2026-08-25
- $4.6B
- Total assets Very large vs avg
- 31,427
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $145,356
- Avg per participant Above avg balance/head
Official DOL plan name: Usaa Pension Plan · Sponsored by United Services Automobile Association · Texas · Finance & Insurance
$4.6B in assets, 31,427 participants
United Services Automobile Association's Usaa Pension Plan reported $4.6B in total assets and 31,427 participants in its 2024 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.
- #8,489 in Finance & Insurance (8,549 peers)
Coverage in Texas
Usaa Pension Plan covers 31,427 participants in Texas, 46x the typical Texas plan (state average ~688 per filing). Assets: $4.6B.
- #8,489
- in Finance & Insurance (8,549 peers)
- -3.3%
- assets change YoY
- 46×
- vs typical plan assets (national mean)
The plan reported a net loss of $138M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Usaa Pension Plan's outsized position by total assets
Usaa Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,568,096,403 Highest reported value at or above every one 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
Usaa Pension Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usaa Pension Plan is a mega filing (31,427 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Usaa Pension Plan reported net income fell from $29M in the plan year 2023 filing to -$138M in the plan year 2024 filing.
- Usaa Pension Plan end-of-year assets fell from $4.7B in the plan year 2023 filing to $4.6B in the plan year 2024 filing.
DOL schedule card
Filing strip 740959140 · United Services Automobile Association PY 2024 · Defined Benefit (Pension)
Usaa Pension Plan · $4.6B · 31,427 · 100th
- RANK $4.6B
- PHOTO 31,427
- IND 100th
- EOY Defined Benefit (Pension)
- 5500 near Building Service 32bj Pension Fund
- ASSETS ind #8489
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 Finance & Insurance retirement plans → · Plans in Texas →
Usaa Pension Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $4.7B |
|---|---|
| Net Assets (End of Year) | $4.3B |
| Net Income | -$138M |
| Employer EIN | 740959140 |
| Plan Effective Date | 1946-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Services Automobile Association)
Sponsor-wide plan assets over time
All United Services Automobile Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $15.5B 14.052501936381029% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 68,404 | $13.6B |
| 2023 | 2 | 68,238 | $14.6B |
| 2024 | 2 | 68,700 | $15.5B |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $28.3B · 100,400
- Exxonmobil Pension Plan $12.1B · 22,000
- Chevron Retirement Plan $9.7B · 21,297
- Shell Pension Plan $9.7B · 12,688
- Caterpillar Inc. Retirement Income Plan $9.2B · 11,498
Scale composition for Usaa Pension Plan
Usaa Pension Plan reports $4.6B in end-of-year assets across 31,427 participants (0.037% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.033% of 93,925,755 covered participants) - about $145,356 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was -$138M.
This plan identity (EIN 740959140, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.9B to $4.6B (-6.8%) while covered participants moved from 31,143 to 31,427 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 31,143 | $4.9B | Open filing |
| 2023 | 31,427 | $4.7B | Open filing |
| 2024 · index core | 31,427 | $4.6B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Usaa Retirement Savings Plan (401(k), $10.9B, 37,273 participants)
Usaa Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Building Service 32bj Pension Fund in NY ($4.6B); by covered participants it is The Boeing Company Employee Retirement Plan in WA (31,398 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.6B here).
- Building Service 32bj Pension Fund (NY) $4.6B · 53,357
- International Brotherhood of Teamsters Union Local 710 Pension Fund (IL) $4.5B · 8,163
- International Painters and Allied Trades Industry Pension Plan (MD) $4.5B · 45,029
- Northwest Airlines Pension Plan for Pilot Employees (GA) $4.5B · 1,352
Similar participant headcount
Nearest other-state filings by covered participants (31,427 participants); asset peers above are excluded.
- The Boeing Company Employee Retirement Plan (WA) 31,398 · 29 off
- Screen Actors Guild - Producers Pension Plan (CA) 31,823 · 396 off
- Cummins Pension Plan (IN) 30,640 · 787 off
- 1199seiu Home Care Employees Pension Fund (NY) 32,875 · 1,448 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.