Other · DOL Form 5500 · 2022
Wvu Health System Retirement Plan
Data updated 2026-08-25
- $960M
- Total assets Above avg plan size
- 18,993
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $50,553
- Avg per participant Low balance/head
Official DOL plan name: West Virginia University Health System 403(b) Retirement Savings Plan · Sponsored by Wvu Health System · West Virginia · Healthcare & Social Assistance
$960M in assets, 18,993 participants
Wvu Health System's West Virginia University Health System 403(b) Retirement Savings Plan reported $960M in total assets and 18,993 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,875 in Healthcare & Social Assistance (20,060 peers)
Coverage in West Virginia
West Virginia University Health System 403(b) Retirement Savings Plan covers 18,993 participants in West Virginia, 41x the typical West Virginia plan (state average ~467 per filing). Assets: $960M.
- #19,875
- in Healthcare & Social Assistance (20,060 peers)
- -8.5%
- assets change YoY
- 9.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $100M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
West Virginia University Health System 403(b) Retirement Savings Plan's outsized position by total assets
West Virginia University Health System 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$960,157,433 Top 1% higher than 99% 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
West Virginia University Health System 403(b) Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Virginia University Health System 403(b) Retirement Savings Plan is a mega filing (18,993 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 550754713 · Wvu Health System PY 2022 · Other
West Virginia University Health System 403(b) Retirement Savings Plan · $960M · 18,993 · 99th
- BOOK $960M
- VS-ST 18,993
- BOY 99th
- SCH Other
- EBSA near John Muir Health 403b Plan
- PART ind #19875
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 →
West Virginia University Health System 403(b) Retirement Savings Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $960M |
| Net Income | -$100M |
| Employer EIN | 550754713 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wvu Health System)
Sponsor-wide plan assets over time
All Wvu Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.0B 83.78704006403817% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21,598 | $1.1B |
| 2023 | 2 | 27,925 | $1.7B |
| 2024 | 2 | 34,913 | $2.0B |
Nearby Other Plans in West Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- St. Mary's Medical Center 403(b) Plan $124M · 3,427
Scale composition for West Virginia University Health System 403(b) Retirement Savings Plan
West Virginia University Health System 403(b) Retirement Savings Plan reports $960M in end-of-year assets across 18,993 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $50,553 per participant (37% of the national average assets-per-participant) . Net income for plan year 2022 was -$100M.
This plan identity (EIN 550754713, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $960M to $1.8B (+82.6%) while covered participants moved from 18,993 to 30,364 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,993 | $960M | This page |
| 2023 | 25,400 | $1.5B | Open filing |
| 2024 · index core | 30,364 | $1.8B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- West Virginia University Health System 403(b) Retirement Savings Plan (Other, $1.8B, 30,364 participants)
- West Virginia University Health System 401(k) Plan (401(k), $255M, 4,549 participants)
West Virginia University Health System 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is John Muir Health 403b Plan in CA ($960M); by covered participants it is Atlantic Health System 403(b) Retirement Savings Plan in NJ (19,041 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($960M here).
- John Muir Health 403b Plan (CA) $960M · 6,556
- Long Island University Retirement Plan (NY) $962M · 1,051
- Retirement Savings Plan for Employees of West Penn Allegheny Health System (PA) $951M · 6,614
- Northwestern University Voluntary Savings Plan (IL) $950M · 15,574
Similar participant headcount
Nearest other-state filings by covered participants (18,993 participants); asset peers above are excluded.
- Atlantic Health System 403(b) Retirement Savings Plan (NJ) 19,041 · 48 off
- Sharpsaver Defined Contribution Plan (CA) 19,079 · 86 off
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) 18,899 · 94 off
- Consolidated 403(b) Plan of Hackensack Meridian Health (NJ) 18,619 · 374 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.