Usaa Retirement Savings Plan — Form 5500 plan (United Services Automobile Association)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Usaa Retirement Savings Plan is a benefit plan reported by United Services Automobile Association under EIN 74-0959140 and plan number 002. The latest loaded filing year is 2023. The filing reports 51,202 participants and $9,835,303,924 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Services Automobile Association
EIN
74-0959140
Plan number
002
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
51,202
End-of-year plan assets
$9,835,303,924

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202351,202H, C20241011100940NAL0010799475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,835,303,924
Total liabilities (EOY)
$5,163,176
Net assets (EOY)
$9,830,140,748
Net assets (BOY)
$8,663,442,628

Income & contributions

Employer contributions
$314,247,698
Participant contributions
$349,175,749
Total contributions
$730,290,667
Total income / additions
$2,206,739,986

Expenses & distributions

Benefits paid
$1,038,630,923
Administrative expenses
$437,293
Total expenses
$1,040,041,866
Net increase / (decrease)
$1,166,698,120

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$139,282$02023

Related Form 5500 pages