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.
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