Department of Labor filing

UNIVERSITY OF SOUTHERN CALIFORNIA

KECK MEDICINE OF USC 401(K) RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support

$628

Reported employer contributions per active participant.

Higher than about 29% of comparable plans

#People in the filing

5,635

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$0 / participant

Reported administrative expense—not every fee an employee may pay.

↗Investment performance

Not available

Plan assets changed 14.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions29th percentileTypical peer $1,066 · based on 55 comparable plans

Lower reported administrative expenseNot enough dataTypical peer $59 · based on 55 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, UNIVERSITY OF SOUTHERN CALIFORNIA reported $3,538,669 in employer contributions across the plan and 5,635 active participants. That works out to $628 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy82%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 13.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendNot enough history

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $3,538,669
Participant contributions: $7,852,963
Other contributions: $2,124,879
Employer share of reported contributions: 31.1%
Beginning assets: $162,196,026
Ending assets: $186,120,723
Ending net assets: $186,120,723
Ending liabilities: $0
Total income: $34,500,272
Total expenses: $10,575,575
Administrative expenses: $0
Participant loans: $3,127,171

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$726

2023

$761

2024

$628

Plan-paid administrative expenses per participant

2022

2023

2024

Active participants

2022

3,698

2023

3,941

2024

5,635

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$628	5,635	186.1M	20251014222320NAL0001838691001
2023	$761	3,941	162.2M	20241011182939NAL0022521585001
2022	$726	3,698	136.7M	20231016210944NAL0026687075001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 951642394-005

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Apr 1, 2009
Industry: Educational services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J2K

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INST OP CO	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251014222320NAL0001838691001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗