Other · DOL Form 5500 · 2022
Shenandoah Valley Medical System Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 287
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $49,461
- Avg per participant Low balance/head
Official DOL plan name: Shenandoah Valley Medical System Inc. Retirement Plan · Sponsored by Shenandoah Valley Medical System Inc. · West Virginia · Other Services
$14M in assets, 287 participants
Shenandoah Valley Medical System Inc.'s Shenandoah Valley Medical System Inc. Retirement Plan reported $14M in total assets and 287 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #7,041 in Other Services (8,398 peers)
Shenandoah Valley Medical System Inc. multi-year trail
Shenandoah Valley Medical System Inc.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows Shenandoah Valley Medical System Inc. Retirement Plan at $14M / 287 participants.
- #7,041
- in Other Services (8,398 peers)
- -19.0%
- 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.
Shenandoah Valley Medical System Inc. Retirement Plan's outsized position by total assets
Shenandoah Valley Medical System Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,195,267 Top 28% higher than 72% 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
Shenandoah Valley Medical System Inc. Retirement 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. Shenandoah Valley Medical System Inc. Retirement Plan sits mid-pack in the medium band (287 participants).
Plan-year Form 5500 strip
Filing strip 550563741 · Shenandoah Valley Medical System Inc. PY 2022 · Other
Shenandoah Valley Medical System Inc. Retirement Plan · $14M · 287 · 72nd
- NET $14M
- NET 287
- NET 72nd
- NET Other
- NET near Bienvivir Senior Health Services Employer Tda Program
- NET ind #7041
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 Other Services retirement plans → · Plans in West Virginia →
Shenandoah Valley Medical System Inc. Retirement Plan in the asset neighbourhood
Shenandoah Valley Medical System Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Shenandoah Valley Medical System Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 13.784742477897737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 287 | $14M |
| 2023 | 1 | 293 | $15M |
| 2024 | 1 | 289 | $16M |
Shenandoah Valley Medical System Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 550563741 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
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
Shenandoah Valley Medical System Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is Bienvivir Senior Health Services Employer Tda Program in TX ($14M); by covered participants it is Adjoin 403(b) Plan in CA (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.
- Adjoin 403(b) Plan (CA) 287 · 0 off
- Wittenberg University Defined Contribution Retirement Plan (OH) 287 · 0 off
- Ntsoc 403(b) Retirement Plan (CO) 287 · 0 off
- Acmh, Inc. Tax Deferred Annuity Plan (NY) 287 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.