University Of Southern California Defined Contribution Retirement Plan — Form 5500 plan (University Of Southern California)

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, University Of Southern California Defined Contribution Retirement Plan is a benefit plan reported by University Of Southern California under EIN 95-1642394 and plan number 002. The latest loaded filing year is 2023. The filing reports 40,626 participants and $4,426,886,727 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of Southern California
EIN
95-1642394
Plan number
002
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
40,626
End-of-year plan assets
$4,426,886,727

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202340,626H, C20241011183118NAL0044826514001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,426,886,727
Total liabilities (EOY)
$3,606,161
Net assets (EOY)
$4,423,280,566
Net assets (BOY)
$3,765,082,052

Income & contributions

Employer contributions
$226,602,947
Total contributions
$226,602,947
Total income / additions
$864,483,379

Expenses & distributions

Benefits paid
$205,639,190
Administrative expenses
$626,258
Total expenses
$206,284,865
Net increase / (decrease)
$658,198,514

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group Inc.NONE$333,431$02023
Strategic Advisors, Inc.ADVISOR$247,318not reported in the loaded dataset2023
Fidelity InvestmentsRECORDKEEPER-$25,016$02023

Related Form 5500 pages