University of San Francisco retirement plans

University of San Francisco, San Francisco, CA. EIN 94-1156628. Annual reports 2009–2024.

University of San Francisco has 2 active retirement plans on file. The largest is the University of San Francisco Defined Contribution Retirement Plan, with 4,138 participants and $468 million in assets in 2024. TIAA has been its recordkeeper since 2009. No traditional pension plan appears in University of San Francisco's filings since 2009.

Active plans: 2
Participants: 8,190
Plan assets: $842 million
401(k) recordkeeper: TIAA
Plans on file: 2
Industry: Education

All 2 plans

Active plans first

University of San Francisco Defined Contribution Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 94-1156628
Participants (2024): 4,138
Net assets (2024): $468 million
Recordkeeper: TIAA2009–2024
Plan administrator: University of San Francisco
2130 Fulton Street, Lone Mountain RM 335
San Francisco, CA 94117
(415) 422-4131As filed for 2024
In effect since: July 1, 1989

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,138	$468 million	TIAA
2023	4,199	$419 million	TIAA
2022	3,164	$361 million	TIAA
2021	3,169	$415 million	TIAA
2020	3,078	$371 million	TIAA
2019	3,101	$328 million	TIAA
2018	3,048	$275 million	TIAA
2017	2,967	$283 million	TIAA
2016	3,028	$243 million	TIAA
2015	2,926	$220 million	TIAA
2014	2,877	$215 million	TIAA
2013	2,794	$200 million	TIAA
2012	2,686	$168 million	TIAA
2011	2,617	$147 million	TIAA
2010	2,819	$140 million	TIAA
2009	2,620	$122 million	TIAA

University of San Francisco Voluntary Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 94-1156628
Participants (2024): 4,052
Net assets (2024): $374 million
Recordkeeper: TIAAEarlier: Fidelity (2012–2015)
Plan administrator: University of San Francisco
2130 Fulton Street, Lone Mountain RM 339
San Francisco, CA 94117
(415) 422-4131As filed for 2024
In effect since: January 31, 1975

Earlier plan names: University of San Francisco Tax Deferred Annuity Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,052	$374 million	TIAA
2023	4,137	$339 million	TIAA
2022	2,977	$299 million	TIAA
2021	3,186	$337 million	TIAA
2020	3,358	$311 million	TIAA
2019	3,326	$282 million	TIAA
2018	3,075	$244 million	TIAA
2017	3,029	$250 million	TIAA
2016	2,952	$221 million	TIAA
2015	2,781	$202 million	Fidelity
2014	2,882	$195 million	not listed
2013	2,867	$184 million	not listed
2012	2,305	$164 million	Fidelity
2011	1,749	$146 million	not listed
2010	1,846	$146 million	not listed
2009	1,794	$135 million	not listed

If you had money in one of these plans

Call TIAA (tiaa.org), which runs the University of San Francisco Defined Contribution Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((415) 422-4131). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

University of San Francisco Defined Contribution Retirement Plan

University of San Francisco Voluntary Retirement Plan

If you had money in one of these plans

What these numbers are

Other education employers in CA