Other · DOL Form 5500 · 2022
West Virginia University Research Corp. Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 511
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $57,168
- Avg per participant Low balance/head
Official DOL plan name: West Virginia University Research Corporation 403b Defined Contribution Plan · Sponsored by West Virginia University Research Corp. · West Virginia · Professional & Technical Services
$29M in assets, 511 participants
West Virginia University Research Corp.'s West Virginia University Research Corporation 403b Defined Contribution Plan reported $29M in total assets and 511 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #17,907 in Professional & Technical Services (21,562 peers)
Where West Virginia University Research Corporation 403b Defined Contribution Plan sits by assets
West Virginia University Research Corporation 403b Defined Contribution Plan sits in the top quartile of all filed plans by assets, $29M for 511 participants (~$57,168/participant), down 8.6% in 2022.
- #17,907
- in Professional & Technical Services (21,562 peers)
- -8.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
West Virginia University Research Corporation 403b Defined Contribution Plan's outsized position by total assets
West Virginia University Research Corporation 403b Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$29,212,869 Top 18% higher than 82% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
West Virginia University Research Corporation 403b Defined Contribution Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Virginia University Research Corporation 403b Defined Contribution Plan sits mid-pack in the medium band (511 participants).
EBSA filing schedule strip
Filing strip 550665758 · West Virginia University Research Corp. PY 2022 · Other
West Virginia University Research Corporation 403b Defined Contribution Plan · $29M · 511 · 82nd
- SCH $29M
- SCH 511
- SCH 82nd
- SCH Other
- SCH near The Harley School DC Plan
- SCH ind #17907
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in West Virginia →
West Virginia University Research Corporation 403b Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$3M |
| Employer EIN | 550665758 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Virginia University Research Corp.)
Sponsor-wide plan assets over time
All West Virginia University Research Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 48.368967115143676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 511 | $29M |
| 2023 | 1 | 534 | $37M |
| 2024 | 1 | 559 | $43M |
Nearby Other Plans in West Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- West Virginia University Health System 403(b) Retirement Savings Plan $960M · 18,993
- West Virginia University Medical Corporation 403(b) Plan $229M · 1,686
- Local Union 317 Electrical Pension Plan $140M · 746
- Monongalia Health System Retirement and Savings Plan $135M · 2,865
- University Physicians and Surgeons, Inc. Retirement Plan $128M · 1,498
West Virginia University Research Corporation 403b Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is The Harley School DC Plan in NY ($29M); by covered participants it is Venture Together, Inc. 403(b) Plan in NY (511 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (511 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.