Defined Benefit (Pension) · DOL Form 5500 · 2023

St. Joseph's Hospital of Buckhannon, Inc. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
138
Participants Small participant base
61st
Percentile by assets National rank
$81,961
Avg per participant Below avg balance/head
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Official DOL plan name: St. Joseph's Hospital, Inc. Retirement Plan and Trust · Sponsored by St. Joseph's Hospital of Buckhannon, Inc. · West Virginia · Healthcare & Social Assistance

$11M in assets, 138 participants

St. Joseph's Hospital of Buckhannon, Inc.'s St. Joseph's Hospital, Inc. Retirement Plan and Trust reported $11M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,799 in Healthcare & Social Assistance (17,684 peers)

Coverage in West Virginia

St. Joseph's Hospital, Inc. Retirement Plan and Trust covers 138 participants in West Virginia, about 30% of the average West Virginia filer (state average ~467 per filing). Assets: $11M.

#11,799
in Healthcare & Social Assistance (17,684 peers)
+12.3%
assets growth YoY

St. Joseph's Hospital, Inc. Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. Joseph's Hospital, Inc. Retirement Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,310,567 Top 39% higher than 61% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

St. Joseph's Hospital, Inc. Retirement Plan and Trust 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. St. Joseph's Hospital, Inc. Retirement Plan and Trust sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Joseph's Hospital, Inc. Retirement Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • St. Joseph's Hospital, Inc. Retirement Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 550356996 · St. Joseph's Hospital of Buckhannon, Inc. PY 2023 · Defined Benefit (Pension)

St. Joseph's Hospital, Inc. Retirement Plan and Trust · $11M · 138 · 61st

  • PHOTO $11M
  • IND 138
  • EOY 61st
  • 5500 Defined Benefit (Pension)
  • ASSETS near Texas Hospital Association Defined Benefit Retirement Plan
  • PCT ind #11799

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 Healthcare & Social Assistance retirement plans → · Plans in West Virginia →

St. Joseph's Hospital, Inc. Retirement Plan and Trust in the asset neighbourhood

Reinhold Industries, Inc. Retirement PlanReinhold Industries, Inc. Re…$11MCarpenters Industrial Council of Eastern Pennsylvania Pension PlanCarpenters Industrial Counci…$11MSt. Joseph's Hospital, Inc. Retirement Plan and TrustSt. Joseph's Hospital, Inc. …$11MTexas Hospital Association Defined Benefit Retirement PlanTexas Hospital Association D…$11MGrede Wisconsin LLC Retirement Income PlanGrede Wisconsin LLC Retireme…$11M
End-of-year total assets ($M) among St. Joseph's Hospital, Inc. Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

West Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN550356996
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Joseph's Hospital of Buckhannon, Inc.)

Sponsor-wide plan assets over time

All St. Joseph's Hospital of Buckhannon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 10.706351316705888% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M 202220232024 $10.1M $11.2M ▲ +10.6%
Year Plans Participants Total Assets
2022 1 138 $10M
2023 1 138 $11M
2024 1 105 $11M

Nearby Defined Benefit (Pension) Plans in West Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

St. Joseph's Hospital, Inc. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -2000200400600 Total assets ($M) Participants St. Joseph's Hospital, Inc. Retirement Plan and Trust, Total assets ($M): 11.310567 · Participants: 138St. Joseph's Hospital, Inc. Retirement Plan and TrustWest Virginia Laborers Pension Trust Fund, Total assets ($M): 555.630528 · Participants: 1965West Virginia Laborers Pension Trust FundI.U.O.E. Local 132 Pension Fund, Total assets ($M): 548.257437 · Participants: 1559I.U.O.E. Local 132 Pension FundUnited Mine Workers of America 1985 Construction Workers Pension Plan, Total assets ($M): 447.078317 · Participants: 234United Mine Workers of America 1985 Construction Workers Pension PlanEmployer - Teamsters Local Nos 175 & 505 Pension Trust Fund, Total assets ($M): 419.92467 · Participants: 1453Employer - Teamsters Local Nos 175 & 505 Pension Trust FundMaryland Electrical Industry Pension Plan, Total assets ($M): 267.765025 · Participants: 1667Maryland Electrical Industry Pension Plan
St. Joseph's Hospital, Inc. Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants
Compare St. Joseph's Hospital, Inc. Retirement Plan and Trust side-by-side with 3 peers →

St. Joseph's Hospital, Inc. Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Texas Hospital Association Defined Benefit Retirement Plan in TX ($11M); by covered participants it is First Merchants Corporation Retirement Pension Plan in IN (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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.

Frequently Asked Questions

How did St. Joseph's Hospital, Inc. Retirement Plan and Trust assets move in 2023? ▼
St. Joseph's Hospital, Inc. Retirement Plan and Trust grew at a solid clip - up 12.3% during 2023, from $10M to $11M. Reported net income was $1M.
How have St. Joseph's Hospital of Buckhannon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Joseph's Hospital of Buckhannon, Inc.'s sponsor-wide assets grew 10.7%, from $10M to $11M.
Which Defined Benefit (Pension) plans are similar in size to St. Joseph's Hospital, Inc. Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Texas Hospital Association Defined Benefit Retirement Plan in TX ($11M, 23 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to St. Joseph's Hospital, Inc. Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Merchants Corporation Retirement Pension Plan in IN (138 participants, $82M in assets).

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 550356996.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.