Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

West Virginia University Research Corporation 403b Defined Contribution Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by West Virginia University Research Corp. · West Virginia · Professional & Technical Services

What the 2023 filing shows

West Virginia University Research Corporation 403b Defined Contribution Plan holds $29M for 511 participants — about $57,168 per participant, down 8.6% over the 2022 plan year.

$29M
total plan assets (2022 EOY)
511
covered participants
$57,168
avg assets per participant
-8.6%
assets change YoY

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.

Total Assets (2023)
$29M
Participants
511
Industry
Professional & Technical Services

What the Filing Says About West Virginia University Research Corporation 403b Defined Contribution Plan

West Virginia University Research Corporation 403b Defined Contribution Plan is a Profit Sharing retirement plan sponsored by West Virginia University Research Corp., headquartered in West Virginia. As of the 2022 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 511 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 550665758, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2022 to $29M at year-end — a decline of 8.6%. Net assets (after liabilities) closed the year at $29M, with reported net income of $-2,743,958 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$32M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$-2,743,958
Plan TypeProfit Sharing
Employer EIN550665758
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (West Virginia University Research Corp.)

Year Plans Participants Total Assets
2022 1 511 $29M
2023 1 534 $37M
2024 1 559 $43M

Nearby Profit Sharing Plans in West Virginia

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Frequently Asked Questions

How much money is in the West Virginia University Research Corporation 403b Defined Contribution Plan?
As of the 2022 Form 5500 filing, West Virginia University Research Corporation 403b Defined Contribution Plan holds $29M in total assets with 511 participants. It is sponsored by West Virginia University Research Corp..
What type of plan is West Virginia University Research Corporation 403b Defined Contribution Plan?
West Virginia University Research Corporation 403b Defined Contribution Plan is a Profit Sharing plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 550665758.
Who sponsors the West Virginia University Research Corporation 403b Defined Contribution Plan?
West Virginia University Research Corporation 403b Defined Contribution Plan is sponsored by West Virginia University Research Corp., located in West Virginia. The sponsor's EIN is 550665758 and the plan operates in the Professional & Technical Services industry.
How did West Virginia University Research Corporation 403b Defined Contribution Plan perform in 2022?
West Virginia University Research Corporation 403b Defined Contribution Plan declined by 8.6% during 2022, moving from $32M to $29M in total assets. Net income was $-2,743,958.
Where can I find official filings for West Virginia University Research Corporation 403b Defined Contribution Plan?
Official Form 5500 filings for West Virginia University Research Corporation 403b Defined Contribution Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 550665758 or plan name at efast.dol.gov.
How does West Virginia University Research Corporation 403b Defined Contribution Plan compare to other plans?
You can compare West Virginia University Research Corporation 403b Defined Contribution Plan against other Profit Sharing plans on the plan type page, or view plans in West Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 550665758.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.