Other · DOL Form 5500 · 2022
Davis Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 936
- Participants Near avg headcount
- 42nd
- Percentile by assets National rank
- $3,563
- Avg per participant Low balance/head
Official DOL plan name: Davis Health System 403(b) Retirement Plan · Sponsored by Davis Health System, Inc. · West Virginia · Healthcare & Social Assistance
$3M in assets, 936 participants
Davis Health System, Inc.'s Davis Health System 403(b) Retirement Plan reported $3M in total assets and 936 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #9,366 in Healthcare & Social Assistance (20,060 peers)
Coverage in West Virginia
Davis Health System 403(b) Retirement Plan covers 936 participants in West Virginia, 2.0x the typical West Virginia plan (state average ~467 per filing). Assets: $3M.
- #9,366
- in Healthcare & Social Assistance (20,060 peers)
- -6.0%
- assets change YoY
The plan reported a net loss of $185K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Davis Health System 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Davis Health System 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,335,337 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Davis Health System 403(b) 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. Davis Health System 403(b) Retirement Plan sits mid-pack in the medium band (936 participants).
Published 5500 schedule card
Filing strip 550737655 · Davis Health System, Inc. PY 2022 · Other
Davis Health System 403(b) Retirement Plan · $3M · 936 · 42nd
- PHOTO $3M
- IND 936
- EOY 42nd
- 5500 Other
- ASSETS near Longwood at Oakmont Retirement Savings Plan
- PCT ind #9366
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 →
Davis Health System 403(b) Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$185K |
| Employer EIN | 550737655 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Davis Health System, Inc.)
Sponsor-wide plan assets over time
All Davis Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 25.096564455106034% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 936 | $3M |
| 2023 | 1 | 954 | $4M |
| 2024 | 1 | 965 | $4M |
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 $960M · 18,993
- West Virginia University Medical Corporation 403(b) Plan $229M · 1,686
- Local Union 317 Electrical Pension Plan $140M · 746
- Monongalia Health System Retirement and Savings Plan $135M · 2,865
- University Physicians and Surgeons, Inc. Retirement Plan $128M · 1,498
Davis Health System 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is Longwood at Oakmont Retirement Savings Plan in PA ($3M); by covered participants it is Mountain Area Health Education Center, Inc. Retirement Plan in NC (936 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (936 participants); asset peers above are excluded.
- Mountain Area Health Education Center, Inc. Retirement Plan (NC) 936 · 0 off
- Options Educational 403(b) Retirement Plan (CA) 935 · 1 off
- 403(b) Thrift Plan of Lutheran Social Ministries of Maryland, Inc. (MD) 935 · 1 off
- College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan (MA) 938 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.