Other · DOL Form 5500 · 2022

University of Charleston Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
292
Participants Below avg headcount
86th
Percentile by assets National rank
$135,851
Avg per participant Near avg balance/head
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Official DOL plan name: University of Charleston Retirement Plan · Sponsored by University of Charleston · West Virginia · Educational Services

$40M in assets, 292 participants

University of Charleston's University of Charleston Retirement Plan reported $40M in total assets and 292 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,981 in Educational Services (4,024 peers)

Where University of Charleston Retirement Plan sits by assets

University of Charleston Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 292 participants (~$135,851/participant), down 12.6% in 2022.

#2,981
in Educational Services (4,024 peers)
-12.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Charleston Retirement Plan's outsized position by total assets

University of Charleston Retirement Plan vs every filed plan by assets

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

$39,668,615 Top 14% higher than 86% 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

University of Charleston Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Charleston Retirement Plan sits mid-pack in the medium band (292 participants).

Published 5500 schedule card

Filing strip 550357039 · University of Charleston PY 2022 · Other

University of Charleston Retirement Plan · $40M · 292 · 86th

  • TYPE $40M
  • NET 292
  • BOOK 86th
  • VS-ST Other
  • BOY near Bastyr University 403(b) DC Plan
  • SCH ind #2981

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 Educational Services retirement plans → · Plans in West Virginia →

University of Charleston Retirement Plan in the asset neighbourhood

Berkeley Preparatory Defined Contribution Retirement PlanBerkeley Preparatory Defined…$40MUniversity of Charleston Retirement PlanUniversity of Charleston Ret…$40MBastyr University 403(b) DC PlanBastyr University 403(b) DC …$40MEmployee Benefit Plan of Heart of Texas Region Mh/Mr CenterEmployee Benefit Plan of Hea…$40MRidgecrest Regional Hospital Special Contributory Tsa Pension PlanRidgecrest Regional Hospital…$40M
End-of-year total assets ($M) among University of Charleston Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$40M
Net Income-$6M
Employer EIN550357039
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Charleston)

Sponsor-wide plan assets over time

All University of Charleston plans reported in each filing year

Latest sponsor-wide plan assets
$51M 28.134135764508038% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.7M $50.8M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 292 $40M
2023 1 274 $45M
2024 1 271 $51M

Nearby Other Plans in West Virginia

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

University of Charleston Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -500050010001500 Total assets ($M) Participants University of Charleston Retirement Plan, Total assets ($M): 39.668615 · Participants: 292University of Charleston Retirement PlanWest Virginia University Health System 403(b) Retirement Savings Plan, Total assets ($M): 960.157433 · Participants: 18993West Virginia University Health System 403(b) Retirement Savings PlanWest Virginia University Medical Corporation 403(b) Plan, Total assets ($M): 228.999095 · Participants: 1686West Virginia University Medical Corporation 403(b) 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 Plan
University of Charleston Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants
Compare University of Charleston Retirement Plan side-by-side with 3 peers →

University of Charleston Retirement Plan's out-of-state Other peers by assets and headcount

Outside West Virginia, the nearest Other by assets is Bastyr University 403(b) DC Plan in WA ($40M); by covered participants it is Friendship Haven, Inc. Employees' Pension Plan in IA (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 University of Charleston Retirement Plan assets move in 2022? ▼
University of Charleston Retirement Plan pulled back noticeably - down 12.6% during 2022, from $45M to $40M. Reported net income was -$6M.
How have University of Charleston plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Charleston's sponsor-wide assets grew 28.1%, from $40M to $51M.
Where does University of Charleston Retirement Plan rank by assets among Form 5500 filers? ▼
University of Charleston Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University of Charleston Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bastyr University 403(b) DC Plan in WA ($40M, 382 participants).
Which Other plans cover a similar participant headcount to University of Charleston Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Friendship Haven, Inc. Employees' Pension Plan in IA (292 participants, $5M 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 550357039.

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.