401(k)
2022 plan-year 401(k) DOL Form 5500

West Virginia University Medical Corp. Charleston Division Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by West Virginia University Medical Corp. Charleston Division Retirement · West Virginia · Healthcare & Social Assistance

What the 2023 filing shows

West Virginia University Medical Corp. Charleston Division Retirement Plan holds $51M for 236 participants — about $215,049 per participant, down 20.6% over the 2022 plan year.

$51M
total plan assets (2022 EOY)
236
covered participants
$215,049
avg assets per participant
-20.6%
assets change YoY

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.

Total Assets (2023)
$51M
Participants
236
Industry
Healthcare & Social Assistance

What the Filing Says About West Virginia University Medical Corp. Charleston Division Retirement Plan

West Virginia University Medical Corp. Charleston Division Retirement Plan is a 401(k) retirement plan sponsored by West Virginia University Medical Corp. Charleston Division Retirement, headquartered in West Virginia. As of the 2022 Form 5500 filing, the plan reports $51M in total end-of-year assets and covers 236 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 550779739, and the plan has been effective since 2001-07-08. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $64M at the beginning of 2022 to $51M at year-end — a decline of 20.6%. Net assets (after liabilities) closed the year at $51M, with reported net income of $-13,205,741 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$64M
Total Assets (End of Year)$51M
Net Assets (End of Year)$51M
Net Income$-13,205,741
Plan Type401(k)
Employer EIN550779739
Plan Effective Date2001-07-08
Filing StatusFILING RECEIVED

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

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

Nearby 401(k) Plans in West Virginia

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the West Virginia University Medical Corp. Charleston Division Retirement Plan?
As of the 2022 Form 5500 filing, West Virginia University Medical Corp. Charleston Division Retirement Plan holds $51M in total assets with 236 participants. It is sponsored by West Virginia University Medical Corp. Charleston Division Retirement.
What type of plan is West Virginia University Medical Corp. Charleston Division Retirement Plan?
West Virginia University Medical Corp. Charleston Division Retirement Plan is a 401(k) plan. It has been effective since 2001-07-08. The plan is filed with the U.S. Department of Labor under EIN 550779739.
Who sponsors the West Virginia University Medical Corp. Charleston Division Retirement Plan?
West Virginia University Medical Corp. Charleston Division Retirement Plan is sponsored by West Virginia University Medical Corp. Charleston Division Retirement, located in West Virginia. The sponsor's EIN is 550779739 and the plan operates in the Healthcare & Social Assistance industry.
How did West Virginia University Medical Corp. Charleston Division Retirement Plan perform in 2022?
West Virginia University Medical Corp. Charleston Division Retirement Plan declined by 20.6% during 2022, moving from $64M to $51M in total assets. Net income was $-13,205,741.
Where can I find official filings for West Virginia University Medical Corp. Charleston Division Retirement Plan?
Official Form 5500 filings for West Virginia University Medical Corp. Charleston Division Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 550779739 or plan name at efast.dol.gov.
How does West Virginia University Medical Corp. Charleston Division Retirement Plan compare to other plans?
You can compare West Virginia University Medical Corp. Charleston Division Retirement Plan against other 401(k) plans on the plan type page, or view plans in West Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.