Other · DOL Form 5500 · 2023

West Virginia University Foundation, Inc Retirement Plan

Data updated 2026-08-11

$32M
Total assets: 135
Participants: 80th
Percentile by assets: $238,086
Avg per participant

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.

80th percentile by assets (of 127,072 plans)
#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.

$32M
total plan assets (2023 EOY): 135
covered participants: 80th
percentile by assets (of 127,072 plans): $238,086
avg assets per participant

Where West Virginia University Foundation DC Retirement Plan sits 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 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.

See the national 2022→2023 release diff →

State

West Virginia

Industry

Educational Services

Participants vs West Virginia filers

In West Virginia, the average filing covers about 467 participants across 380 plans. West Virginia University Foundation DC Retirement Plan reports 135 participants - about 29% of that state average ($32M EOY assets).

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)

Total plan assets by year, all West Virginia University Foundation, Inc plans on file

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 Foundation DC Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants

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

Compare West Virginia University Foundation DC R… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to West Virginia University Foundation DC Retirement Plan by total assets, not by location.

Hospital & Medical Foundation of Paris, Inc. Tax Deferred Annuity Plan (IL) $32M · 748
San Luis Valley Health 403(b) Plan (CO) $32M · 724
Meadows School Defined Contribution Retirement Plan (NV) $32M · 170
Msb 403(b) Retirement Program (MD) $32M · 402

Frequently Asked Questions

How did West Virginia University Foundation DC Retirement Plan assets move in 2023? ▼

West Virginia University Foundation DC Retirement Plan grew sharply - up 23.7% during 2023, from $26M to $32M. Reported net income was $6M.

How have West Virginia University Foundation, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), West Virginia University Foundation, Inc's sponsor-wide assets grew 41.0%, from $26M to $37M.

Where does West Virginia University Foundation DC Retirement Plan rank by assets among Form 5500 filers? ▼

West Virginia University Foundation DC Retirement Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to West Virginia University Foundation DC Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Hospital & Medical Foundation of Paris, Inc. Tax Deferred Annuity Plan in IL ($32M, 748 participants).

Next read for West Virginia University Foundation DC R…

Filing takeaways

Ways to act on West Virginia University Foundation DC Retirement Plan's numbers.

By total assets, West Virginia University Foundation DC 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 Other plans in West Virginia. Compare plans
West Virginia University Foundation, Inc's sponsor-wide assets have grown 41.0% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 556017181.