Other · DOL Form 5500 · 2022

West Virginia School of Osteopathic Medicine Clinic, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
52
Participants Small participant base
54th
Percentile by assets National rank
$116,067
Avg per participant Below avg balance/head
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Official DOL plan name: Robert C. Byrd 403(b) DC Plan · Sponsored by West Virginia School of Osteopathic Medicine Clinic, Inc. · West Virginia · Healthcare & Social Assistance

$6M in assets, 52 participants

West Virginia School of Osteopathic Medicine Clinic, Inc.'s Robert C. Byrd 403(b) DC Plan reported $6M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #12,101 in Healthcare & Social Assistance (20,060 peers)

West Virginia School of Osteopathic Medicine Clinic, Inc. multi-year trail

West Virginia School of Osteopathic Medicine Clinic, Inc.'s plans moved +36.6% in assets from 2022 to 2024; this filing shows Robert C. Byrd 403(b) DC Plan at $6M / 52 participants.

#12,101
in Healthcare & Social Assistance (20,060 peers)
-8.6%
assets change YoY

The plan reported a net loss of $571K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert C. Byrd 403(b) DC Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Robert C. Byrd 403(b) DC Plan vs every filed plan by assets

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

$6,035,485 Top 46% higher than 54% 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

Robert C. Byrd 403(b) DC Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert C. Byrd 403(b) DC Plan is a small filing (52 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 550559322 · West Virginia School of Osteopathic Medicine Clinic, Inc. PY 2022 · Other

Robert C. Byrd 403(b) DC Plan · $6M · 52 · 54th

  • ASSETS $6M
  • ASSETS 52
  • ASSETS 54th
  • ASSETS Other
  • ASSETS near Oak Spring Garden LLC 403(b) Plan
  • ASSETS ind #12101

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 →

Robert C. Byrd 403(b) DC Plan in the asset neighbourhood

Robert C. Byrd 403(b) DC Plan$6MOak Spring Garden LLC 403(b) PlanOak Spring Garden LLC 403(b)…$6MMount Pisgah Christian School 403(b) Plan and TrustMount Pisgah Christian Schoo…$6MFidelity Defined Contribution Retirement PlanFidelity Defined Contributio…$6MAlliance Healthcare Services Employee RetirementAlliance Healthcare Services…$6M
End-of-year total assets ($M) among Robert C. Byrd 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

West Virginia School of Osteopathic Medicine Clinic, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All West Virginia School of Osteopathic Medicine Clinic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 36.62237583226534% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.04M $8.25M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 52 $6M
2023 1 59 $7M
2024 1 62 $8M

West Virginia School of Osteopathic Medicine Clinic, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$571K
Employer EIN550559322
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in West Virginia

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

Robert C. Byrd 403(b) DC Plan vs. nearby Other plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -500050010001500 Total assets ($M) Participants Robert C. Byrd 403(b) DC Plan, Total assets ($M): 6.035485 · Participants: 52Robert C. Byrd 403(b) DC 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
Robert C. Byrd 403(b) DC Plan vs. nearby Other plans in West Virginia, assets vs. participants

Robert C. Byrd 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside West Virginia, the nearest Other by assets is Oak Spring Garden LLC 403(b) Plan in VA ($6M); by covered participants it is United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan in PA (52 participants). Same-state nearby plans are listed separately above.

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 Robert C. Byrd 403(b) DC Plan assets move in 2022?
Robert C. Byrd 403(b) DC Plan pulled back noticeably - down 8.6% during 2022, from $7M to $6M. Reported net income was -$571K.
How have West Virginia School of Osteopathic Medicine Clinic, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), West Virginia School of Osteopathic Medicine Clinic, Inc.'s sponsor-wide assets grew 36.6%, from $6M to $8M.
Which Other plans are similar in size to Robert C. Byrd 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Oak Spring Garden LLC 403(b) Plan in VA ($6M, 54 participants).
Which Other plans cover a similar participant headcount to Robert C. Byrd 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is United Way of Greater Philadelphia and Southern New Jersey 403(b) Retirement Plan in PA (52 participants, $11M in assets).