Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Children's Home Society of West Virginia 403(b) Plan

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

Sponsored by Children's Home Society of West Virginia Β· West Virginia Β· Healthcare & Social Assistance

What the 2023 filing shows

Children's Home Society of West Virginia 403(b) Plan holds $2M for 398 participants - about $3,923 per participant, down 17.3% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
398
covered participants
$3,923
avg assets per participant
-17.3%
assets change YoY

The plan reported a net loss of $327K for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
398
Industry
Healthcare & Social Assistance

What the Filing Says About Children's Home Society of West Virginia 403(b) Plan

Children's Home Society of West Virginia 403(b) Plan is a Profit Sharing retirement plan sponsored by Children's Home Society of West Virginia, headquartered in West Virginia. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 398 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 550360199, and the plan has been effective since 2001-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end β€” a decline of 17.3%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-327,344 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 β€” 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)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-327,344
Plan TypeProfit Sharing
Employer EIN550360199
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Children's Home Society of West Virginia)

Year Plans Participants Total Assets
2022 2 671 $7M
2023 2 658 $8M
2024 2 696 $9M

Nearby Profit Sharing Plans in West Virginia

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Children's Home Society of West Virginia 403(b) Plan?
As of the 2022 Form 5500 filing, Children's Home Society of West Virginia 403(b) Plan holds $2M in total assets with 398 participants. It is sponsored by Children's Home Society of West Virginia.
What type of plan is Children's Home Society of West Virginia 403(b) Plan?
Children's Home Society of West Virginia 403(b) Plan is a Profit Sharing plan. It has been effective since 2001-10-01. The plan is filed with the U.S. Department of Labor under EIN 550360199.
Who sponsors the Children's Home Society of West Virginia 403(b) Plan?
Children's Home Society of West Virginia 403(b) Plan is sponsored by Children's Home Society of West Virginia, located in West Virginia. The sponsor's EIN is 550360199 and the plan operates in the Healthcare & Social Assistance industry.
How did Children's Home Society of West Virginia 403(b) Plan perform in 2022?
Children's Home Society of West Virginia 403(b) Plan declined by 17.3% during 2022, moving from $2M to $2M in total assets. Net income was $-327,344.
Where can I find official filings for Children's Home Society of West Virginia 403(b) Plan?
Official Form 5500 filings for Children's Home Society of West Virginia 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 550360199 or plan name at efast.dol.gov.
How does Children's Home Society of West Virginia 403(b) Plan compare to other plans?
You can compare Children's Home Society of West Virginia 403(b) 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) β€” original filing retrieval by EIN 550360199.

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

Reference: IRS Publication 590-B β€” 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.