Money Purchase · DOL Form 5500 · 2022

Wvu Health System Money Purchase Plan

Data updated 2026-08-25

$288M
Total assets Near avg plan size
1,697
Participants Near avg headcount
97th
Percentile by assets National rank
$169,725
Avg per participant Above avg balance/head
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Official DOL plan name: West Virginia University Medical Corporation Retirement Plan · Sponsored by Wvu Health System · West Virginia · Healthcare & Social Assistance

$288M in assets, 1,697 participants

Wvu Health System's West Virginia University Medical Corporation Retirement Plan reported $288M in total assets and 1,697 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,467 in Healthcare & Social Assistance (20,060 peers)

Coverage in West Virginia

West Virginia University Medical Corporation Retirement Plan covers 1,697 participants in West Virginia, 3.6x the typical West Virginia plan (state average ~467 per filing). Assets: $288M.

#19,467
in Healthcare & Social Assistance (20,060 peers)
-13.7%
assets change YoY
2.9×
vs typical plan assets (national mean)

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Virginia University Medical Corporation Retirement Plan's outsized position by total assets

West Virginia University Medical Corporation Retirement Plan vs every filed plan by assets

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

$288,022,839 Top 3% higher than 97% 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 Retirement 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 Retirement Plan lands in the large band (1,697 participants).

Plan-year Form 5500 strip

Filing strip 550492006 · Wvu Health System PY 2022 · Money Purchase

West Virginia University Medical Corporation Retirement Plan · $288M · 1,697 · 97th

  • PART $288M
  • PART 1,697
  • PART 97th
  • PART Money Purchase
  • PART near Pavers & Road Builders DC Annuity Fund
  • PART ind #19467

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 Retirement Plan in the asset neighbourhood

Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension PlanNorthwest Ohio Carpenters, M…$296MNorthwestern Ohio Plumbers and Pipefitters Retirement and TrustNorthwestern Ohio Plumbers a…$295MWest Virginia University Medical Corporation Retirement PlanWest Virginia University Med…$288MPavers & Road Builders DC Annuity FundPavers & Road Builders DC An…$287MMillwrights' Local 1102 Supplemental Pension FundMillwrights' Local 1102 Supp…$280M
End-of-year total assets ($M) among West Virginia University Medical Corporation Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

West Virginia filing particulars

Total Assets (Beginning of Year)$334M
Net Assets (End of Year)$288M
Net Income-$46M
Employer EIN550492006
Plan Effective Date1989-01-01
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 Money Purchase Plans in West Virginia

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

West Virginia University Medical Corporation Retirement Plan vs. nearby Money Purchase plans in West Virginia, assets vs. participants Scatter plot of 6 data points. 01000200030004000 0100200300400 Total assets ($M) Participants West Virginia University Medical Corporation Retirement Plan, Total assets ($M): 288.022839 · Participants: 1697West Virginia University Medical Corporation Retirement PlanUniversity Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan, Total assets ($M): 80.087756 · Participants: 1376University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement PlanPlumbers & Pipefitters Local 152 Retirement Annuit, Total assets ($M): 63.034799 · Participants: 3241Plumbers & Pipefitters Local 152 Retirement AnnuitIBEW Local 968 Pension Fund, Total assets ($M): 57.883899 · Participants: 349IBEW Local 968 Pension FundWest Virginia University Medical Corp. Charleston Division Retirement Plan, Total assets ($M): 50.751453 · Participants: 236West Virginia University Medical Corp. Charleston Division Retirement PlanPlumbers & Steamfitters Local 565 Pension Plan, Total assets ($M): 28.223568 · Participants: 538Plumbers & Steamfitters Local 565 Pension Plan
West Virginia University Medical Corporation Retirement Plan vs. nearby Money Purchase plans in West Virginia, assets vs. participants
Compare West Virginia University Medical Corporation Retirement Plan side-by-side with 3 peers →

West Virginia University Medical Corporation Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside West Virginia, the nearest Money Purchase by assets is Pavers & Road Builders DC Annuity Fund in NY ($287M); by covered participants it is I.B.E.W. Local Union No. 728 Annuity Fund in FL (1,699 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,697 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 Retirement Plan assets move in 2022? ▼
West Virginia University Medical Corporation Retirement Plan pulled back noticeably - down 13.7% during 2022, from $334M to $288M. Reported net income was -$46M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
West Virginia University Medical Corporation Retirement Plan ranks in the 97th 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 Money Purchase plans are similar in size to West Virginia University Medical Corporation Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pavers & Road Builders DC Annuity Fund in NY ($287M, 2,766 participants).
Which Money Purchase plans cover a similar participant headcount to West Virginia University Medical Corporation Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is I.B.E.W. Local Union No. 728 Annuity Fund in FL (1,699 participants, $78M 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.