Money Purchase · DOL Form 5500 · 2022

West Virginia University Medical Corp. Charleston Division Retirement Money Purchase Plan

Data updated 2026-08-11

$51M
Total assets: 236
Participants: 88th
Percentile by assets: $215,049
Avg per participant

Official DOL plan name: West Virginia University Medical Corp. Charleston Division Retirement Plan · Sponsored by West Virginia University Medical Corp. Charleston Division Retirement · West Virginia · Healthcare & Social Assistance

$51M in assets, 236 participants

West Virginia University Medical Corp. Charleston Division Retirement's West Virginia University Medical Corp. Charleston Division Retirement Plan reported $51M in total assets and 236 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 139,126 plans)
#18,049 in Healthcare & Social Assistance (20,060 peers)

Where West Virginia University Medical Corp. Charleston Division Retirement Plan sits by assets

West Virginia University Medical Corp. Charleston Division Retirement Plan sits in the top quartile of all filed plans by assets, $51M for 236 participants (~$215,049/participant), down 20.6% in 2022.

$51M
total plan assets (2022 EOY): 236
covered participants: 88th
percentile by assets (of 139,126 plans): $215,049
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

West Virginia

Industry

Healthcare & Social Assistance

West Virginia University Medical Corp. Charleston Division Retirement Plan vs the 2022 asset distribution

By assets, West Virginia University Medical Corp. Charleston Division Retirement Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$64M
Net Assets (End of Year)	$51M
Net Income	-$13M
Employer EIN	550779739
Plan Effective Date	2001-07-08
Filing Status	FILING RECEIVED

Sponsor Plan History (West Virginia University Medical Corp. Charleston Division Retirement)

Total plan assets by year, all West Virginia University Medical Corp. Charleston Division Retirement plans on file

Year	Plans	Participants	Total Assets
2022	2	384	$75M
2023	2	282	$87M
2024	2	268	$99M

Nearby Money Purchase Plans in West Virginia

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

West Virginia University Medical Corp. Charleston Division Retirement Plan vs. nearby Money Purchase plans in West Virginia, assets vs. participants

West Virginia University Medical Corporation Retirement Plan $288M · 1,697
University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan $80M · 1,376
Plumbers & Pipefitters Local 152 Retirement Annuit $63M · 3,241
IBEW Local 968 Pension Fund $58M · 349
Plumbers & Steamfitters Local 565 Pension Plan $28M · 538

Compare West Virginia University Medical Corp. C… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to West Virginia University Medical Corp. Charleston Division Retirement Plan by total assets, not by location.

Plumbers and Pipefitters of the Carolinas Defined Contribution Plan (FL) $50M · 1,147
Monroe Plumbers & Pipefitters Local 671 Retirement Plan and Trust (MI) $50M · 290
Iron Workers Local 395 Annuity Fund (IL) $52M · 656
Sevenson Environmental Services, Inc. Pension Plan (NY) $49M · 336

Frequently Asked Questions

How did West Virginia University Medical Corp. Charleston Division Retirement Plan assets move in 2022? ▼

West Virginia University Medical Corp. Charleston Division Retirement Plan declined sharply - down 20.6% during 2022, from $64M to $51M. Reported net income was -$13M.

How have West Virginia University Medical Corp. Charleston Division Retirement plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), West Virginia University Medical Corp. Charleston Division Retirement's sponsor-wide assets grew 33.4%, from $75M to $99M.

Where does West Virginia University Medical Corp. Charleston Division Retirement Plan rank by assets among Form 5500 filers? ▼

West Virginia University Medical Corp. Charleston Division Retirement Plan ranks in the 88th 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 Money Purchase plans are similar in size to West Virginia University Medical Corp. Charleston Division Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Plumbers and Pipefitters of the Carolinas Defined Contribution Plan in FL ($50M, 1,147 participants).

Next read for West Virginia University Medical Corp. C…

Scale reading

Ways to act on West Virginia University Medical Corp. Charleston Division Retirement Plan's numbers.

By total assets, West Virginia University Medical Corp. Charleston Division Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in West Virginia. Compare plans
West Virginia University Medical Corp. Charleston Division Retirement's sponsor-wide assets have grown 33.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 550779739.