Other · DOL Form 5500 · 2023
Shenandoah Valley Medical System Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 293
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $51,715
- Avg per participant Low balance/head
Official DOL plan name: Shenandoah Valley Medical System Inc. Retirement Plan · Sponsored by Shenandoah Valley Medical System Inc. · West Virginia · Other Services
$15M in assets, 293 participants
Shenandoah Valley Medical System Inc.'s Shenandoah Valley Medical System Inc. Retirement Plan reported $15M in total assets and 293 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #6,429 in Other Services (7,857 peers)
Shenandoah Valley Medical System Inc. multi-year trail
Shenandoah Valley Medical System Inc.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows Shenandoah Valley Medical System Inc. Retirement Plan at $15M / 293 participants.
- #6,429
- in Other Services (7,857 peers)
- +6.7%
- assets growth YoY
Shenandoah Valley Medical System Inc. Retirement Plan's outsized position by total assets
Shenandoah Valley Medical System Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,152,415 Top 33% higher than 67% 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
Shenandoah Valley Medical System Inc. 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. Shenandoah Valley Medical System Inc. Retirement Plan sits mid-pack in the medium band (293 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shenandoah Valley Medical System Inc. Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $957K in the plan year 2023 filing.
- Shenandoah Valley Medical System Inc. Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Shenandoah Valley Medical System Inc. Retirement Plan reported participants rose from 287 in the plan year 2022 filing to 293 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 550563741 · Shenandoah Valley Medical System Inc. PY 2023 · Other
Shenandoah Valley Medical System Inc. Retirement Plan · $15M · 293 · 67th
- BOOK $15M
- BOOK 293
- BOOK 67th
- BOOK Other
- BOOK near The Raymond F. Kravis Center for the Performing Arts, Inc. Retirement Plan
- BOOK ind #6429
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 Other Services retirement plans → · Plans in West Virginia →
Shenandoah Valley Medical System Inc. Retirement Plan in the asset neighbourhood
Shenandoah Valley Medical System Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Shenandoah Valley Medical System Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 13.784742477897737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 287 | $14M |
| 2023 | 1 | 293 | $15M |
| 2024 | 1 | 289 | $16M |
Shenandoah Valley Medical System Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $957K |
| Employer EIN | 550563741 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
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
Shenandoah Valley Medical System Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is The Raymond F. Kravis Center for the Performing Arts, Inc. Retirement Plan in FL ($15M); by covered participants it is Riverview School, Inc. 403(b) Retirement Plan in MA (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (293 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.