401(k) · DOL Form 5500 · 2024

United Services Automobile Association 401(k) Plan

Data updated 2026-08-25

$10.9B
Total assets Mega-plan scale
37,273
Participants Very large workforce
100th
Percentile by assets National rank
$292,839
Avg per participant High balance/head
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Official DOL plan name: Usaa Retirement Savings Plan · Sponsored by United Services Automobile Association · Texas · Finance & Insurance

$10.9B in assets, 37,273 participants

United Services Automobile Association's Usaa Retirement Savings Plan reported $10.9B in total assets and 37,273 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.

  • #8,531 in Finance & Insurance (8,549 peers)

Coverage in Texas

Usaa Retirement Savings Plan covers 37,273 participants in Texas, 54x the typical Texas plan (state average ~688 per filing). Assets: $10.9B.

#8,531
in Finance & Insurance (8,549 peers)
+11.0%
assets growth YoY
110×
vs typical plan assets (national mean)

Usaa Retirement Savings Plan's outsized position by total assets

Usaa Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,915,004,907 Highest reported value at or above every one of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Usaa Retirement Savings 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 Retirement Savings Plan is a mega filing (37,273 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Usaa Retirement Savings Plan end-of-year assets rose from $9.8B in the plan year 2023 filing to $10.9B in the plan year 2024 filing.
  • Usaa Retirement Savings Plan reported net income fell from $1.2B in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
  • Usaa Retirement Savings Plan reported participants rose from 36,811 in the plan year 2023 filing to 37,273 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 740959140 · United Services Automobile Association PY 2024 · 401(k)

Usaa Retirement Savings Plan · $10.9B · 37,273 · 100th

  • EIN $10.9B
  • RANK 37,273
  • PHOTO 100th
  • IND 401(k)
  • EOY near Bayer Corporation Savings and Retirement Plan
  • 5500 ind #8531

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 Retirement Savings Plan in the asset neighbourhood

The Vanguard Retirement and Savings PlanThe Vanguard Retirement and …$11.1BUsaa Retirement Savings Plan$10.9BBayer Corporation Savings and Retirement PlanBayer Corporation Savings an…$10.8BThe Dow Chemical Company Employees' Savings PlanThe Dow Chemical Company Emp…$10.8BThe Prudential Employee Savings PlanThe Prudential Employee Savi…$10.7B
End-of-year total assets ($B) among Usaa Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$9.8B
Net Assets (End of Year)$10.9B
Net Income$1.1B
Employer EIN740959140
Plan Effective Date1968-01-01
Filing StatusFILING 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
$13B$14B$15B$16B 202220232024 $13.6B $15.5B ▲ +14.0%
Year Plans Participants Total Assets
2022 2 68,404 $13.6B
2023 2 68,238 $14.6B
2024 2 68,700 $15.5B

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Usaa Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000120000 01020304050 Total assets ($B) Participants Usaa Retirement Savings Plan, Total assets ($B): 10.915004907 · Participants: 37273Usaa Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Usaa Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Scale composition for Usaa Retirement Savings Plan

Usaa Retirement Savings Plan reports $10.9B in end-of-year assets across 37,273 participants (0.089% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.040% of 93,925,755 covered participants) - about $292,839 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2024 was $1.1B.

This plan identity (EIN 740959140, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $8.7B to $10.9B (+25.8%) while covered participants moved from 37,261 to 37,273 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 37,261 $8.7B Open filing
2023 36,811 $9.8B Open filing
2024 · index core 37,273 $10.9B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Usaa Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bayer Corporation Savings and Retirement Plan in MO ($10.8B); by covered participants it is 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. in OR (37,293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (37,273 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Usaa Retirement Savings Plan assets move in 2024?
Usaa Retirement Savings Plan grew at a solid clip - up 11.0% during 2024, from $9.8B to $10.9B. Reported net income was $1.1B.
How have United Services Automobile Association plan assets changed over time?
Across 3 plan years on file (2022-2024), United Services Automobile Association's sponsor-wide assets grew 14.1%, from $13.6B to $15.5B.
Where does Usaa Retirement Savings Plan rank by assets among Form 5500 filers?
Usaa Retirement Savings Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Usaa Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Bayer Corporation Savings and Retirement Plan in MO ($10.8B, 19,357 participants).
Which 401(k) plans cover a similar participant headcount to Usaa Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. in OR (37,293 participants, $5.9B in assets).