Defined Benefit (Pension) · DOL Form 5500 · 2023
Monongalia Health System, Inc. Pension Plan
Data updated 2026-08-25
- $176M
- Total assets Near avg plan size
- 219
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $803,555
- Avg per participant High balance/head
Official DOL plan name: Monongalia Health System, Inc. Retirement Plan · Sponsored by Monongalia Health System, Inc. · West Virginia · Healthcare & Social Assistance
$176M in assets, 219 participants
Monongalia Health System, Inc.'s Monongalia Health System, Inc. Retirement Plan reported $176M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,792 in Healthcare & Social Assistance (17,684 peers)
Coverage in West Virginia
Monongalia Health System, Inc. Retirement Plan covers 219 participants in West Virginia, about 47% of the average West Virginia filer (state average ~467 per filing). Assets: $176M.
- #16,792
- in Healthcare & Social Assistance (17,684 peers)
- +2.6%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Monongalia Health System, Inc. Retirement Plan's outsized position by total assets
Monongalia Health System, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$175,978,583 Top 6% higher than 94% 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
Monongalia Health 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. Monongalia Health System, Inc. Retirement Plan sits mid-pack in the medium band (219 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Monongalia Health System, Inc. Retirement Plan reported net income rose from -$55M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Monongalia Health System, Inc. Retirement Plan reported participants fell from 252 in the plan year 2022 filing to 219 in the plan year 2023 filing.
- Monongalia Health System, Inc. Retirement Plan end-of-year assets rose from $171M in the plan year 2022 filing to $176M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 550621551 · Monongalia Health System, Inc. PY 2023 · Defined Benefit (Pension)
Monongalia Health System, Inc. Retirement Plan · $176M · 219 · 94th
- TYPE $176M
- NET 219
- BOOK 94th
- VS-ST Defined Benefit (Pension)
- BOY near Ineos USA Pension Plan
- SCH ind #16792
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 →
Monongalia Health System, Inc. Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $176M |
| Net Income | $5M |
| Employer EIN | 550621551 |
| Plan Effective Date | 1984-03-01 |
| 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 Defined Benefit (Pension) Plans in West Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- West Virginia Laborers Pension Trust Fund $556M · 1,965
- I.U.O.E. Local 132 Pension Fund $548M · 1,559
- United Mine Workers of America 1985 Construction Workers Pension Plan $447M · 234
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund $420M · 1,453
- Maryland Electrical Industry Pension Plan $268M · 1,667
Monongalia Health System, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Ineos USA Pension Plan in TX ($176M); by covered participants it is Save on Sp Cash Balance Plan in NY (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($176M here).
- Ineos USA Pension Plan (TX) $176M · 511
- Allete and Affiliated Companies Retirement Plan B (MN) $176M · 319
- Retirement Plan for Office and Salaried Employees of Green Bay Packaging Inc. (WI) $175M · 267
- Perkins Coie Cash Balance Plan (WA) $175M · 430
Similar participant headcount
Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.
- Save on Sp Cash Balance Plan (NY) 219 · 0 off
- Coorstek, Inc. Retirement Plan (CO) 219 · 0 off
- Sunmark Credit Union Cash Balance Retirement Pension Plan (NY) 219 · 0 off
- Kellanova Muncy Pension Plan (IL) 218 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.