Defined Benefit (Pension) · DOL Form 5500 · 2024

University of Southern California Pension Plan

Data updated 2026-08-25

$137M
Total assets Near avg plan size
1,616
Participants Near avg headcount
92nd
Percentile by assets National rank
$84,603
Avg per participant Below avg balance/head
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Official DOL plan name: University of Southern California Support Staff Retirement Plan · Sponsored by University of Southern California · California · Educational Services

$137M in assets, 1,616 participants

University of Southern California's University of Southern California Support Staff Retirement Plan reported $137M in total assets and 1,616 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,168 in Educational Services (3,638 peers)

Coverage in California

University of Southern California Support Staff Retirement Plan covers 1,616 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $137M.

#3,168
in Educational Services (3,638 peers)
-0.0%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Southern California Support Staff Retirement Plan's outsized position by total assets

University of Southern California Support Staff Retirement Plan vs every filed plan by assets

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

$136,717,913 Top 8% higher than 92% 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

University of Southern California Support Staff 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 Southern California Support Staff Retirement Plan lands in the large band (1,616 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Southern California Support Staff Retirement Plan reported net income fell from $11M in the plan year 2023 filing to -$48K in the plan year 2024 filing.
  • University of Southern California Support Staff Retirement Plan reported participants fell from 1,750 in the plan year 2023 filing to 1,616 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 951642394 · University of Southern California PY 2024 · Defined Benefit (Pension)

University of Southern California Support Staff Retirement Plan · $137M · 1,616 · 92nd

  • EBSA $137M
  • PART 1,616
  • TYPE 92nd
  • NET Defined Benefit (Pension)
  • BOOK near The Lozier Corporation Pension Plan and Trust
  • VS-ST ind #3168

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 Southern California Support Staff Retirement Plan in the asset neighbourhood

Pension Plan a of Healthnow Ny Inc.Pension Plan a of Healthnow …$137MNew Orleans Employers-International Longshoremen's Association,AFL-CIO,Pension PlanNew Orleans Employers-Intern…$137MUniversity of Southern California Support Staff Retirement PlanUniversity of Southern Calif…$137MThe Lozier Corporation Pension Plan and TrustThe Lozier Corporation Pensi…$137MHarris Teeter Supermarkets, Inc. Employees' Pension PlanHarris Teeter Supermarkets, …$136M
End-of-year total assets ($M) among University of Southern California Support Staff Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$137M
Net Income-$48K
Employer EIN951642394
Plan Effective Date1983-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Southern California)

Sponsor-wide plan assets over time

All University of Southern California plans reported in each filing year

Latest sponsor-wide plan assets
$10.2B 31.78843534201677% vs 2022
2024 filing year
$7B$8B$9B$10B$11B 202220232024 $7.71B $10.2B ▲ +31.8%
Year Plans Participants Total Assets
2022 4 48,107 $7.7B
2023 4 47,348 $9.0B
2024 4 46,249 $10.2B

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

University of Southern California Support Staff Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants University of Southern California Support Staff Retirement Plan, Total assets ($B): 0.136717913 · Participants: 1616University of Southern California Support Staff Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
University of Southern California Support Staff Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

University of Southern California Support Staff Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Lozier Corporation Pension Plan and Trust in NE ($137M); by covered participants it is Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust in ID (1,616 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,616 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 University of Southern California Support Staff Retirement Plan assets move in 2024?
University of Southern California Support Staff Retirement Plan held essentially flat - down 0.0% during 2024, from $137M to $137M. Reported net income was -$48K.
How have University of Southern California plan assets changed over time?
Across 3 plan years on file (2022-2024), University of Southern California's sponsor-wide assets grew 31.8%, from $7.7B to $10.2B.
Where does University of Southern California Support Staff Retirement Plan rank by assets among Form 5500 filers?
University of Southern California Support Staff Retirement Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to University of Southern California Support Staff Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Lozier Corporation Pension Plan and Trust in NE ($137M, 384 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to University of Southern California Support Staff Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust in ID (1,616 participants, $105M in assets).