Other · DOL Form 5500 · 2023
West Virginia University Research Corporation Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 534
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $68,807
- Avg per participant Below avg balance/head
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.
- #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.
- #16,809
- in Professional & Technical Services (20,321 peers)
- +25.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
West Virginia University Research Corporation 403b Defined Contribution Plan's outsized position 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
West Virginia University Research Corporation 403b Defined Contribution 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 Research Corporation 403b Defined Contribution Plan sits mid-pack in the medium band (534 participants).
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.
EBSA filing schedule strip
Filing strip 550665758 · West Virginia University Research Corporation PY 2023 · Other
West Virginia University Research Corporation 403b Defined Contribution Plan · $37M · 534 · 82nd
- EOY $37M
- 5500 534
- ASSETS 82nd
- PCT Other
- EIN near College Foundation, Inc. Defined Contribution Retirement Plan
- RANK ind #16809
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 Professional & Technical Services retirement plans → · Plans in West Virginia →
West Virginia University Research Corporation 403b Defined Contribution Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All West Virginia University Research Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 48.368967115143676% vs 2022
- 2024 filing year
| 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 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 Research Corporation 403b Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is College Foundation, Inc. Defined Contribution Retirement Plan in NC ($37M); by covered participants it is Clarity Care, Inc Retirement Plan in WI (534 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (534 participants); asset peers above are excluded.
- Clarity Care, Inc Retirement Plan (WI) 534 · 0 off
- Phmc 403(b) Plan (PA) 534 · 0 off
- Roseman University of Health Sciences Defined Contribution Plan (NV) 533 · 1 off
- Ncaa 403(b) Savings Plan (IN) 535 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.