University of Southern California 401(k) and pension plans

University of Southern California, Los Angeles, CA. EIN 95-1642394. Annual reports 2009–2024.

University of Southern California has 4 active retirement plans on file. The largest is the University of Southern California Tax-Deferred Annuity Plan, with 46,627 participants and $4.8 billion in assets in 2024. Vanguard has been its recordkeeper since 2023.

Active plans
4
Participants
101,552
Plan assets
$10.2 billion
401(k) recordkeeper
Vanguard
Plans on file
4
Industry
Education

All 4 plans

Active plans first

University of Southern California Tax-Deferred Annuity Plan

403(b)Active

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

Plan number
001Employer EIN 95-1642394
Participants (2024)
46,627
Net assets (2024)
$4.8 billion
Recordkeeper
VanguardEarlier: Fidelity (2016–2022), TIAA (2014–2015), Fidelity (2009–2013)
Plan administrator
University of Southern California
3720 S. Flower Street, Room 207
Los Angeles, CA 90089
(213) 821-8131As filed for 2024
In effect since
January 1, 1962
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202446,627$4.8 billionVanguard
202344,948$4.3 billionVanguard
202242,620$3.7 billionFidelity
202143,877$4.3 billionFidelity
202040,533$3.8 billionFidelity
201930,436$3.3 billionFidelity
201836,523$2.8 billionFidelity
201731,257$2.9 billionFidelity
201632,733$2.5 billionFidelity
201531,209$2.3 billionTIAA
201429,758$2.3 billionTIAA
201328,393$2.1 billionFidelity
201226,076$1.8 billionFidelity
201125,281$1.6 billionFidelity
201018,483$1.6 billionFidelity
200922,341$1.5 billionFidelity

University of Southern California Defined Contribution Retirement Plan

Money purchase pensionActive

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

Plan number
002Employer EIN 95-1642394
Participants (2024)
44,381
Net assets (2024)
$5.0 billion
Recordkeeper
VanguardEarlier: Fidelity (2022), TIAA (2019–2021), Fidelity (2017–2018), TIAA (2010–2016)
Plan administrator
University of Southern California
3720 S. Flower Street, Room 207
Los Angeles, CA 90089
(213) 821-8131As filed for 2024
In effect since
September 1, 1983
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202444,381$5.0 billionVanguard
202342,508$4.4 billionVanguard
202240,626$3.8 billionFidelity
202139,093$4.4 billionTIAA
202038,483$3.9 billionTIAA
201928,477$3.5 billionTIAA
201835,005$2.9 billionFidelity
201730,167$2.9 billionFidelity
201631,166$2.5 billionTIAA
201530,263$2.3 billionTIAA
201428,423$2.2 billionTIAA
201326,460$2.0 billionTIAA
201225,616$1.7 billionTIAA
201125,674$1.5 billionTIAA
201023,196$1.4 billionTIAA
200921,100$1.3 billionnot listed

Keck Medicine of USC 401(k) Retirement Plan

401(k)Active

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

Plan number
005Employer EIN 95-1642394
Participants (2024)
6,879
Net assets (2024)
$186 million
Recordkeeper
Fidelity2010–2024
Plan administrator
University of Southern California
3720 S. Flower Street, Room 207
Los Angeles, CA 90089
(213) 821-8131As filed for 2024
In effect since
April 1, 2009

Earlier plan names: University of Southern California Hospital 401(k) Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20246,879$186 millionFidelity
20235,203$162 millionFidelity
20224,902$137 millionFidelity
20214,612$163 millionFidelity
20204,455$142 millionFidelity
20194,260$131 millionFidelity
20184,210$106 millionFidelity
20173,915$112 millionFidelity
20163,603$96.3 millionFidelity
20153,347$88.0 millionFidelity
20143,280$86.5 millionFidelity
20132,908$80.5 millionnot listed
20121,932$46.5 millionnot listed
20111,712$39.5 millionFidelity
20101,630$34.2 millionFidelity
20091,333$20.9 millionnot listed

University of Southern California Support Staff Retirement Plan

Pension (defined benefit), frozenActive

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

Plan number
004Employer EIN 95-1642394
Participants (2024)
3,665
Net assets (2024)
$137 million
Plan administrator
University of Southern California
3720 S. Flower Street, Room 207
Los Angeles, CA 90089
(213) 821-8131As filed for 2024
In effect since
September 1, 1983
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,665$137 millionnot listed
20233,674$137 millionnot listed
20223,682$125 millionnot listed
20213,690$166 millionnot listed
20203,699$161 millionnot listed
20193,708$136 millionnot listed
20185,436$205 millionnot listed
20165,811$178 millionnot listed
20156,426$160 millionnot listed
20146,335$172 millionnot listed
20136,392$168 millionnot listed
20126,499$156 millionnot listed
20116,575$143 millionnot listed
20106,734$156 millionnot listed
20096,848$143 millionnot listed

If you had money in one of these plans

  1. Call Vanguard (investor.vanguard.com), which runs the University of Southern California Tax-Deferred Annuity 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.
  2. Or call the plan administrator listed on the plan below ((213) 821-8131). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. 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

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

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