Other · DOL Form 5500 · 2023
West Virginia University Research Corporation Retirement Plan
Data updated 2026-08-11
- $37M
- Total assets
- 534
- Participants
- 82nd
- Percentile by assets
- $68,807
- Avg per participant
Official DOL plan name: West Virginia University Research Corporation 403b Defined Contribution Plan · Sponsored by West Virginia University Research Corporation · West Virginia · Professional & Technical Services
$37M in assets, 534 participants
West Virginia University Research Corporation's West Virginia University Research Corporation 403b Defined Contribution Plan reported $37M in total assets and 534 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 127,072 plans)
- #16,809 in Professional & Technical Services (20,321 peers)
Where West Virginia University Research Corporation 403b Defined Contribution Plan sits by assets
West Virginia University Research Corporation 403b Defined Contribution Plan sits in the top quartile of all filed plans by assets, $37M for 534 participants (~$68,807/participant), up 25.8% in 2023.
- $37M
- total plan assets (2023 EOY)
- 534
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $68,807
- avg assets per participant
Where West Virginia University Research Corporation 403b Defined Contribution Plan sits by total assets
West Virginia University Research Corporation 403b Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,742,929 Top 18% higher than 82% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West Virginia University Research Corporation 403b Defined Contribution Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- West Virginia University Research Corporation 403b Defined Contribution Plan end-of-year assets rose from $29M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- West Virginia University Research Corporation 403b Defined Contribution Plan reported participants rose from 511 in the plan year 2022 filing to 534 in the plan year 2023 filing.
West Virginia University Research Corporation 403b Defined Contribution Plan vs the 2023 asset distribution
By assets, West Virginia University Research Corporation 403b Defined Contribution Plan outranks 82% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $8M |
| Employer EIN | 550665758 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Virginia University Research Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 511 | $29M |
| 2023 | 1 | 534 | $37M |
| 2024 | 1 | 559 | $43M |
Nearby Other Plans in West Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
West Virginia University Research Corporation 403b Defined Contribution 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to West Virginia University Research Corporation 403b Defined Contribution Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on West Virginia University Research Corporation 403b Defined Contribution Plan's numbers.
- By total assets, West Virginia University Research Corporation 403b Defined Contribution 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 Research Corporation's sponsor-wide assets have grown 48.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans