University of San Francisco 403(b) match, vesting and fees
What University of San Francisco's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 441 defined-contribution plans in educational services with 1,000 to 4,999 participants.
| University of San Francisco: employer contribution per participant | $5,456 | |
| Peer median | $2,130 |
| University of San Francisco: average balance | $155,504 | |
| Peer median | $126,258 |
| University of San Francisco: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $419M at the end of plan year 2023 to $468M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,138 | $468M | $16.4M | $5,456 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 4,199 | $419M | $15.7M | $5,151 | 0.06% | Not published | Form 5500 ↗ |
Other University of San Francisco plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
University of San Francisco Voluntary Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does University of San Francisco match 401(k) contributions?
The match terms for the University of San Francisco Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $16.4M in employer contributions, about $5,456 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University of San Francisco 401(k) match vested?
The vesting schedule for the University of San Francisco Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of San Francisco 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is University of San Francisco.
I left University of San Francisco. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (University of San Francisco, (415) 422-4131) or the recordkeeper, TIAA. The University of San Francisco old 401(k) page lists the contacts from every plan filing. Find an old University of San Francisco 401(k)
Data from the public Form 5500 annual reports University of San Francisco filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with University of San Francisco. Not financial advice. Report a correction · Methodology