Defined Benefit (Pension) · DOL Form 5500 · 2022

Monongalia Health System, Inc. Pension Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
252
Participants Below avg headcount
95th
Percentile by assets National rank
$680,403
Avg per participant High balance/head
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Official DOL plan name: Monongalia Health System, Inc. Retirement Plan · Sponsored by Monongalia Health System, Inc. · West Virginia · Healthcare & Social Assistance

$171M in assets, 252 participants

Monongalia Health System, Inc.'s Monongalia Health System, Inc. Retirement Plan reported $171M in total assets and 252 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,201 in Healthcare & Social Assistance (20,060 peers)

Where Monongalia Health System, Inc. Retirement Plan sits by assets

Monongalia Health System, Inc. Retirement Plan sits in the top 5% of all filed plans by assets, $171M for 252 participants (~$680,403/participant), down 24.6% in 2022.

#19,201
in Healthcare & Social Assistance (20,060 peers)
-24.6%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $55M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Monongalia Health System, Inc. Retirement Plan's outsized position by total assets

Monongalia Health System, Inc. Retirement Plan vs every filed plan by assets

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

$171,461,544 Top 5% higher than 95% 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

Monongalia Health System, Inc. 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. Monongalia Health System, Inc. Retirement Plan sits mid-pack in the medium band (252 participants).

EBSA filing schedule strip

Filing strip 550621551 · Monongalia Health System, Inc. PY 2022 · Defined Benefit (Pension)

Monongalia Health System, Inc. Retirement Plan · $171M · 252 · 95th

  • PHOTO $171M
  • PHOTO 252
  • PHOTO 95th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Ufcw Pharmacists, Clerks and Drug Employers Pension Trust
  • PHOTO ind #19201

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 →

Monongalia Health System, Inc. Retirement Plan in the asset neighbourhood

White Castle Pension Plan and TrustWhite Castle Pension Plan an…$172MUfcw Pharmacists, Clerks and Drug Employers Pension TrustUfcw Pharmacists, Clerks and…$172MMonongalia Health System, Inc. Retirement PlanMonongalia Health System, In…$171MPlan for Retirement Allowances for Non Represented EmployeesPlan for Retirement Allowanc…$171MSchaeffler Group USA Inc. Pension PlanSchaeffler Group USA Inc. Pe…$171M
End-of-year total assets ($M) among Monongalia Health System, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$227M
Net Assets (End of Year)$171M
Net Income-$55M
Employer EIN550621551
Plan Effective Date1984-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monongalia Health System, Inc.)

Sponsor-wide plan assets over time

All Monongalia Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$167M 46.959794264654825% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $315M $167M ▼ -47.0%
Year Plans Participants Total Assets
2022 3 3,200 $315M
2023 3 3,310 $176M
2024 1 199 $167M

Nearby Defined Benefit (Pension) Plans in West Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Monongalia Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 100200300400500600 Total assets ($M) Participants Monongalia Health System, Inc. Retirement Plan, Total assets ($M): 171.461544 · Participants: 252Monongalia Health System, Inc. Retirement PlanWest Virginia Laborers Pension Trust Fund, Total assets ($M): 501.727963 · Participants: 2131West Virginia Laborers Pension Trust FundI.U.O.E. Local 132 Pension Fund, Total assets ($M): 492.255027 · Participants: 1691I.U.O.E. Local 132 Pension FundUnited Mine Workers of America 1985 Construction Workers Pension Plan, Total assets ($M): 431.832443 · Participants: 243United Mine Workers of America 1985 Construction Workers Pension PlanEmployer - Teamsters Local Nos 175&505 Pension Trust Fund, Total assets ($M): 386.103888 · Participants: 1435Employer - Teamsters Local Nos 175&505 Pension Trust FundCarpenters Pension Fund of West Virginia, Total assets ($M): 275.717491 · Participants: 1310Carpenters Pension Fund of West Virginia
Monongalia Health System, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants
Compare Monongalia Health System, Inc. Retirement Plan side-by-side with 3 peers →

Monongalia Health System, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Ufcw Pharmacists, Clerks and Drug Employers Pension Trust in CA ($172M); by covered participants it is Cincinnati Bell Pension Plan in OH (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Monongalia Health System, Inc. Retirement Plan assets move in 2022? ▼
Monongalia Health System, Inc. Retirement Plan declined sharply - down 24.6% during 2022, from $227M to $171M. Reported net income was -$55M.
How have Monongalia Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monongalia Health System, Inc.'s sponsor-wide assets declined 47.0%, from $315M to $167M.
Where does Monongalia Health System, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Monongalia Health System, Inc. Retirement Plan ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to Monongalia Health System, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw Pharmacists, Clerks and Drug Employers Pension Trust in CA ($172M, 3,785 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Monongalia Health System, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cincinnati Bell Pension Plan in OH (252 participants, $153M 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 550621551.

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.