Other · DOL Form 5500 · 2022

Wvu Health System Retirement Plan

Data updated 2026-08-25

$229M
Total assets Near avg plan size
1,686
Participants Near avg headcount
96th
Percentile by assets National rank
$135,824
Avg per participant Near avg balance/head
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Official DOL plan name: West Virginia University Medical Corporation 403(b) Plan · Sponsored by Wvu Health System · West Virginia · Healthcare & Social Assistance

$229M in assets, 1,686 participants

Wvu Health System's West Virginia University Medical Corporation 403(b) Plan reported $229M in total assets and 1,686 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,364 in Healthcare & Social Assistance (20,060 peers)

Coverage in West Virginia

West Virginia University Medical Corporation 403(b) Plan covers 1,686 participants in West Virginia, 3.6x the typical West Virginia plan (state average ~467 per filing). Assets: $229M.

#19,364
in Healthcare & Social Assistance (20,060 peers)
-11.0%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Virginia University Medical Corporation 403(b) Plan's outsized position by total assets

West Virginia University Medical Corporation 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$228,999,095 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Medical Corporation 403(b) 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. West Virginia University Medical Corporation 403(b) Plan lands in the large band (1,686 participants).

Published 5500 schedule card

Filing strip 550492006 · Wvu Health System PY 2022 · Other

West Virginia University Medical Corporation 403(b) Plan · $229M · 1,686 · 96th

  • PART $229M
  • TYPE 1,686
  • NET 96th
  • BOOK Other
  • VS-ST near Canisius University Retirement Plan for Faculty and Staff
  • BOY ind #19364

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 Medical Corporation 403(b) Plan in the asset neighbourhood

Ohio Northern University Defined Contribution Retirement PlanOhio Northern University Def…$230MAmerican Institutes for Research Retirement PlanAmerican Institutes for Rese…$230MMacalester College 403(b) Retirement PlanMacalester College 403(b) Re…$230MCanisius University Retirement Plan for Faculty and StaffCanisius University Retireme…$229MWest Virginia University Medical Corporation 403(b) PlanWest Virginia University Med…$229M
End-of-year total assets ($M) among West Virginia University Medical Corporation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

West Virginia filing particulars

Total Assets (Beginning of Year)$257M
Net Assets (End of Year)$229M
Net Income-$28M
Employer EIN550492006
Plan Effective Date1985-01-01
Filing StatusFILING 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
$720M 39.287068041488546% vs 2022
2024 filing year
$400M$500M$600M$700M$800M 202220232024 $517M $720M ▲ +39.3%
Year Plans Participants Total Assets
2022 2 3,383 $517M
2023 2 3,532 $625M
2024 2 3,893 $720M

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 vs. nearby Other plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 020040060080010001200 Total assets ($M) Participants West Virginia University Medical Corporation 403(b) Plan, Total assets ($M): 228.999095 · Participants: 1686West Virginia University Medical Corporation 403(b) PlanWest Virginia University Health System 403(b) Retirement Savings Plan, Total assets ($M): 960.157433 · Participants: 18993West Virginia University Health System 403(b) Retirement Savings PlanLocal Union 317 Electrical Pension Plan, Total assets ($M): 140.039226 · Participants: 746Local Union 317 Electrical Pension PlanMonongalia Health System Retirement and Savings Plan, Total assets ($M): 135.249695 · Participants: 2865Monongalia Health System Retirement and Savings PlanUniversity Physicians and Surgeons, Inc. Retirement Plan, Total assets ($M): 127.565556 · Participants: 1498University Physicians and Surgeons, Inc. Retirement PlanSt. Mary's Medical Center 403(b) Plan, Total assets ($M): 123.948538 · Participants: 3427St. Mary's Medical Center 403(b) Plan
West Virginia University Medical Corporation 403(b) Plan vs. nearby Other plans in West Virginia, assets vs. participants
Compare West Virginia University Medical Corporation 403(b) Plan side-by-side with 3 peers →

West Virginia University Medical Corporation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside West Virginia, the nearest Other by assets is Canisius University Retirement Plan for Faculty and Staff in NY ($229M); by covered participants it is Hillside Children's Center 403(b) Plan in NY (1,689 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,686 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did West Virginia University Medical Corporation 403(b) Plan assets move in 2022? ▼
West Virginia University Medical Corporation 403(b) Plan pulled back noticeably - down 11.0% during 2022, from $257M to $229M. Reported net income was -$28M.
How have Wvu Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wvu Health System's sponsor-wide assets grew 39.3%, from $517M to $720M.
Where does West Virginia University Medical Corporation 403(b) Plan rank by assets among Form 5500 filers? ▼
West Virginia University Medical Corporation 403(b) Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to West Virginia University Medical Corporation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Canisius University Retirement Plan for Faculty and Staff in NY ($229M, 404 participants).
Which Other plans cover a similar participant headcount to West Virginia University Medical Corporation 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Hillside Children's Center 403(b) Plan in NY (1,689 participants, $79M in assets).

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) - original filing retrieval by EIN 550492006.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.