Other · DOL Form 5500 · 2022
Monongalia Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $135M
- Total assets Near avg plan size
- 2,865
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $47,208
- Avg per participant Low balance/head
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.
- #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.
- #19,053
- in Healthcare & Social Assistance (20,060 peers)
- +1.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
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.
Monongalia Health System Retirement and Savings Plan's outsized position 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
Monongalia Health System Retirement and Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monongalia Health System Retirement and Savings Plan lands in the large band (2,865 participants).
Form 5500 schedule snapshot
Filing strip 550621551 · Monongalia Health System, Inc. PY 2022 · Other
Monongalia Health System Retirement and Savings Plan · $135M · 2,865 · 94th
- BOY $135M
- SCH 2,865
- EBSA 94th
- PART Other
- TYPE near Bates College 403(b) Retirement Plan
- NET ind #19053
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 Healthcare & Social Assistance retirement plans → · Plans in West Virginia →
Monongalia Health System Retirement and Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Monongalia Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 46.959794264654825% vs 2022
- 2024 filing year
| 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.
- 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
Monongalia Health System Retirement and Savings Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is Bates College 403(b) Retirement Plan in ME ($135M); by covered participants it is Joint Annuity Fund Local 164 IBEW in NJ (2,871 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($135M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,865 participants); asset peers above are excluded.
- Joint Annuity Fund Local 164 IBEW (NJ) 2,871 · 6 off
- Metropolitan Jewish Health System 403(b) Plan (NY) 2,872 · 7 off
- Umass Memorial Health Care 403(b) Plan (MA) 2,872 · 7 off
- Loyola Marymount University Defined Contribution Retirement Plan (CA) 2,847 · 18 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.