Other · DOL Form 5500 · 2023
Monongalia Health System, Inc. Retirement Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 3,026
- Participants Above avg headcount
Official DOL plan name: Monongalia Health System Retirement and Savings Plan · Sponsored by Monongalia Health System, Inc. · West Virginia · Healthcare & Social Assistance
N/A in assets, 3,026 participants
Monongalia Health System, Inc.'s Monongalia Health System Retirement and Savings Plan reported N/A in total assets and 3,026 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in West Virginia
Monongalia Health System Retirement and Savings Plan covers 3,026 participants in West Virginia, 6.5x the typical West Virginia plan (state average ~467 per filing). Assets: N/A.
- $23M
- reported net income
Monongalia Health System Retirement and Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Monongalia Health System Retirement and Savings Plan lands in the large band (3,026 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Monongalia Health System Retirement and Savings Plan reported net income rose from -$20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Monongalia Health System Retirement and Savings Plan reported participants rose from 2,865 in the plan year 2022 filing to 3,026 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 550621551 · Monongalia Health System, Inc. PY 2023 · Other
Monongalia Health System Retirement and Savings Plan · N/A · 3,026
- VS-ST N/A
- BOY 3,026
- SCH PY 2023
- EBSA Other
- PART near The University of Arizona Global Campus 403(b) Retirement Plan
- TYPE 6.5× state
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 →
West Virginia filing particulars
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $23M |
| Employer EIN | 550621551 |
| Plan Effective Date | 2007-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monongalia Health System, Inc.)
Sponsor-wide plan assets over time
All Monongalia Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $167M 46.959794264654825% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 3,200 | $315M |
| 2023 | 3 | 3,310 | $176M |
| 2024 | 1 | 199 | $167M |
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
Monongalia Health System Retirement and Savings Plan's closest out-of-state Other peers by headcount
Outside West Virginia, the nearest Other by covered participants is The University of Arizona Global Campus 403(b) Retirement Plan in AZ (3,024 participants; this filing: 3,026 participants).
Similar participant headcount
Nearest other-state filings by covered participants (3,026 participants); asset peers above are excluded.
- The University of Arizona Global Campus 403(b) Retirement Plan (AZ) 3,024 · 2 off
- Beebe Medical Center Retirement Plus Plan (DE) 3,029 · 3 off
- Independent Support Services, Inc. 403(b) Plan (NY) 3,009 · 17 off
- Irc 403(b) Retirement Savings Plan (NY) 3,005 · 21 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.