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 $24M for 148 participants — about $160,917 per participant, down 21.8% over the 2022 plan year.
- $24M
- total plan assets (2022 EOY)
- 148
- covered participants
- $160,917
- avg assets per participant
- -21.8%
- assets change YoY
The plan reported a net loss of $7M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 Other 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 $24M in total end-of-year assets and covers 148 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 $30M at the beginning of 2022 to $24M at year-end — a decline of 21.8%. Net assets (after liabilities) closed the year at $24M, with reported net income of $-6,641,815 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) | $30M |
| Total Assets (End of Year) | $24M |
| Net Assets (End of Year) | $24M |
| Net Income | $-6,641,815 |
| Plan Type | Other |
| Employer EIN | 550779739 |
| Plan Effective Date | 2001-07-08 |
| Filing Status | FILING 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 Other Plans in West Virginia
Peer Other plans — same state, same plan type — ranked by total assets.
- West Virginia University Health System 403(b) Retirement Savings Plan $1.5B · 25,400
- West Virginia Laborers Pension Trust Fund $556M · 1,965
- I.U.O.E. Local 132 Pension Fund $548M · 1,559
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund $420M · 1,453
- Constellium Rolled Products Master Retirement Trust $240M · N/A
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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.
Read our methodology — how this data is sourced, computed, and verified.