Plan Ledger DOL Form 5500 · updated monthly

University of San FranciscoMoney purchase plan

UNIVERSITY OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

University of San Francisco reported $228,852 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $5,995 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 278th-largest of 9,483 plans among California employers on file, and the 118th of 3,091 in educational services. active participation has grown from 1,757 to 2,740 since 2022.

Plan summary
Net assets, end of year$468,222,349
Participants with balances3,011
Active participants2,740
Employer contributions$16,426,800
Employee contributions—
Employer contribution per active participant$5,995
Average account balance$155,504
Benefits paid to participants$18,840,492
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$468.2M · 3,011 accts · $16.4M emplr
2023$418.8M · 3,054 accts · $15.7M emplr
2022$361.0M · 3,035 accts · $15.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$159,795
Investment management$42,435
Audit (IQPA)$20,373
Total administrative$228,852
Employer contributions to the University of San Francisco plan · 2024
Employer contribution per active participant$5,995
Median for plans this size$4,294
2024$5,995 per active participant
2023$5,563 per active participant
2022$8,625 per active participant

University of San Francisco's 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TIAA · Recordkeeping · Pension consulting$159,795
CAPFINANCIAL PARTNERS, LLC · Investment management$42,435
MOSS ADAMS, LLP · Accounting / audit$20,373
JONES DAY · Legal$6,249

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$228,852 · 0.05%
2023$225,104 · 0.06%
2022$233,640 · 0.06%
All plans at this employer2
UNIVERSITY OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLANMoney purchase plan
UNIVERSITY OF SAN FRANCISCO VOLUNTARY RETIREMENT PLAN403(b)
Same employer
Similar plansEducational Services · California
University of San Diego CA$797.1M · 0.08%
Pepperdine University CA$633.5M · 0.07%
Loyola Marymount University CA$538.0M · 0.08%
Santa Clara University CA$520.4M · 0.02%
Pomona College CA$380.0M · 0.03%
Occidental College CA$320.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941156628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.