Other · DOL Form 5500 · 2022
Monongalia Health System, Inc. Retirement Plan
Data updated 2026-08-11
- $135M
- Total assets
- 2,865
- Participants
- 94th
- Percentile by assets
- $47,208
- Avg per participant
Official DOL plan name: Monongalia Health System Retirement and Savings Plan · Sponsored by Monongalia Health System, Inc. · West Virginia · Healthcare & Social Assistance
$135M in assets, 2,865 participants
Monongalia Health System, Inc.'s Monongalia Health System Retirement and Savings Plan reported $135M in total assets and 2,865 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #19,053 in Healthcare & Social Assistance (20,060 peers)
Coverage in West Virginia
Monongalia Health System Retirement and Savings Plan covers 2,865 participants in West Virginia, 6.1x the typical West Virginia plan (state average ~467 per filing). Assets: $135M.
- $135M
- total plan assets (2022 EOY)
- 2,865
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $47,208
- avg assets per participant
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Monongalia Health System Retirement and Savings Plan sits by total assets
Monongalia Health System Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$135,249,695 Top 6% higher than 94% 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
Participants vs West Virginia filers
In West Virginia, the average filing covers about 467 participants across 380 plans. Monongalia Health System Retirement and Savings Plan reports 2,865 participants - 6.1x that state average ($135M EOY assets).
West Virginia filing particulars
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | -$20M |
| Employer EIN | 550621551 |
| Plan Effective Date | 2007-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monongalia Health System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 3,200 | $315M |
| 2023 | 3 | 3,310 | $176M |
| 2024 | 1 | 199 | $167M |
Nearby Other Plans in West Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
Monongalia Health System Retirement and Savings Plan vs. nearby Other plans in West Virginia, assets vs. participants
- 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
- University Physicians and Surgeons, Inc. Retirement Plan $128M · 1,498
- St. Mary's Medical Center 403(b) Plan $124M · 3,427
Similar-Sized Other Plans Nationally
Other plans in other states closest to Monongalia Health System Retirement and Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Monongalia Health System Retirement and Savings Plan assets move in 2022? ▼
How have Monongalia Health System, Inc. plan assets changed over time? ▼
Where does Monongalia Health System Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Monongalia Health System Retirement and Savings Plan? ▼
Next read for Monongalia Health System Retirement and …
Filing takeaways
Ways to act on Monongalia Health System Retirement and Savings Plan's numbers.
- By total assets, Monongalia Health System Retirement and Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in West Virginia. Compare plans
- Monongalia Health System, Inc.'s sponsor-wide assets have declined 47.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans