Other · DOL Form 5500 · 2023
West Virginia University Foundation, Inc Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 135
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $238,086
- Avg per participant Above avg balance/head
Official DOL plan name: West Virginia University Foundation DC Retirement Plan · Sponsored by West Virginia University Foundation, Inc · West Virginia · Educational Services
$32M in assets, 135 participants
West Virginia University Foundation, Inc's West Virginia University Foundation DC Retirement Plan reported $32M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #2,457 in Educational Services (3,735 peers)
Coverage in West Virginia
West Virginia University Foundation DC Retirement Plan covers 135 participants in West Virginia, about 29% of the average West Virginia filer (state average ~467 per filing). Assets: $32M.
- #2,457
- in Educational Services (3,735 peers)
- +23.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
West Virginia University Foundation DC Retirement Plan's outsized position by total assets
West Virginia University Foundation DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,141,619 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
West Virginia University Foundation DC Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Virginia University Foundation DC Retirement Plan sits mid-pack in the medium band (135 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West Virginia University Foundation DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- West Virginia University Foundation DC Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- West Virginia University Foundation DC Retirement Plan reported participants rose from 129 in the plan year 2022 filing to 135 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 556017181 · West Virginia University Foundation, Inc PY 2023 · Other
West Virginia University Foundation DC Retirement Plan · $32M · 135 · 80th
- PART $32M
- TYPE 135
- NET 80th
- BOOK Other
- VS-ST near Hospital & Medical Foundation of Paris, Inc. Tax Deferred Annuity Plan
- BOY ind #2457
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 Educational Services retirement plans → · Plans in West Virginia →
West Virginia University Foundation DC Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $6M |
| Employer EIN | 556017181 |
| Plan Effective Date | 1979-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Virginia University Foundation, Inc)
Sponsor-wide plan assets over time
All West Virginia University Foundation, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 40.96468276523716% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $26M |
| 2023 | 1 | 135 | $32M |
| 2024 | 1 | 138 | $37M |
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
- Maryland Electrical Industry Severance & Annuity F $292M · 2,645
- West Virginia University Medical Corporation 403(b) Plan $282M · 1,761
- Camc Health System, Inc. Retirement Savings Plan $228M · N/A
- Local Union 317 Electrical Pension Plan $160M · 744
West Virginia University Foundation DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is Hospital & Medical Foundation of Paris, Inc. Tax Deferred Annuity Plan in IL ($32M); by covered participants it is Portledge School Tda Plan Sra/Gsra in NY (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.
- Portledge School Tda Plan Sra/Gsra (NY) 135 · 0 off
- Polaris Project 403(b) Plan (DC) 135 · 0 off
- The Advocacy Alliance Retirement Plan (PA) 135 · 0 off
- The Lexington School Retirement Plan (KY) 135 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.