2023 Form 5500 filing — Usaa Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011100940NAL0010799475001) for Usaa Retirement Savings Plan, reported by United Services Automobile Association under EIN 74-0959140 and plan number 002. It reports 51,202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011100940NAL0010799475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Services Automobile Association
- EIN
- 74-0959140
- Plan number
- 002
- Location
- San Antonio, TX
- Participants
- 51,202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,835,303,924
- Total liabilities (EOY)
- $5,163,176
- Net assets (EOY)
- $9,830,140,748
- Employer contributions
- $314,247,698
- Participant contributions
- $349,175,749
- Total income / additions
- $2,206,739,986
- Benefits paid
- $1,038,630,923
- Administrative expenses
- $437,293
- Total expenses
- $1,040,041,866
- Net increase / (decrease)
- $1,166,698,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $139,282 | $0 |