401(k) · DOL Form 5500 · 2023

Wvu Health System 401(k) Plan

Data updated 2026-08-25

$255M
Total assets Near avg plan size
2,525
Participants Above avg headcount
96th
Percentile by assets National rank
$101,086
Avg per participant Below avg balance/head
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Official DOL plan name: West Virginia University Health System 401(k) Plan · Sponsored by Wvu Health System · West Virginia · Healthcare & Social Assistance

$255M in assets, 2,525 participants

Wvu Health System's West Virginia University Health System 401(k) Plan reported $255M in total assets and 2,525 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,986 in Healthcare & Social Assistance (17,684 peers)

Coverage in West Virginia

West Virginia University Health System 401(k) Plan covers 2,525 participants in West Virginia, 5.4x the typical West Virginia plan (state average ~467 per filing). Assets: $255M.

#16,986
in Healthcare & Social Assistance (17,684 peers)
+92.6%
assets growth YoY
2.6×
vs typical plan assets (national mean)

West Virginia University Health System 401(k) Plan's outsized position by total assets

West Virginia University Health System 401(k) Plan vs every filed plan by assets

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

$255,241,932 Top 4% higher than 96% 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

West Virginia University Health System 401(k) 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. West Virginia University Health System 401(k) Plan lands in the large band (2,525 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • West Virginia University Health System 401(k) Plan reported net income rose from -$35M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • West Virginia University Health System 401(k) Plan end-of-year assets rose from $133M in the plan year 2022 filing to $255M in the plan year 2023 filing.
  • West Virginia University Health System 401(k) Plan reported participants fell from 2,605 in the plan year 2022 filing to 2,525 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 550754713 · Wvu Health System PY 2023 · 401(k)

West Virginia University Health System 401(k) Plan · $255M · 2,525 · 96th

  • RANK $255M
  • PHOTO 2,525
  • IND 96th
  • EOY 401(k)
  • 5500 near Ipg Photonics Corporation 401(k) Retirement Plan
  • ASSETS ind #16986

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 University Health System 401(k) Plan in the asset neighbourhood

Miter Brands 401(k) Plan$255MIpg Photonics Corporation 401(k) Retirement PlanIpg Photonics Corporation 40…$255MWest Virginia University Health System 401(k) PlanWest Virginia University Hea…$255MCleveland-Cliffs Inc. & Its Associated Employers Salaried Employees Savings PlanCleveland-Cliffs Inc. & Its …$255MNmb (USA) Inc. Retirement Savings Plus PlanNmb (USA) Inc. Retirement Sa…$255M
End-of-year total assets ($M) among West Virginia University Health System 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

West Virginia filing particulars

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$255M
Net Income$7M
Employer EIN550754713
Plan Effective Date1997-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wvu Health System)

Sponsor-wide plan assets over time

All Wvu Health System plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 83.78704006403817% vs 2022
2024 filing year
$0.5B$1B$1.5B$2B$2.5B 202220232024 $1.09B $2.01B ▲ +84.4%
Year Plans Participants Total Assets
2022 2 21,598 $1.1B
2023 2 27,925 $1.7B
2024 2 34,913 $2.0B

Nearby 401(k) Plans in West Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

West Virginia University Health System 401(k) Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.20.40.60.811.2 Total assets ($B) Participants West Virginia University Health System 401(k) Plan, Total assets ($B): 0.255241932 · Participants: 2525West Virginia University Health System 401(k) PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.063431645 · Participants: 1878Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($B): 0.718819432 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($B): 0.259281173 · Participants: 5728American Public Education Retirement PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.227919168 · Participants: 2740United Bankshares, Inc. Savings and Stock Investment PlanWesbanco, Inc. 401(k) Plan, Total assets ($B): 0.212095075 · Participants: 2359Wesbanco, Inc. 401(k) Plan
West Virginia University Health System 401(k) Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare West Virginia University Health System 401(k) Plan side-by-side with 3 peers →

West Virginia University Health System 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Ipg Photonics Corporation 401(k) Retirement Plan in MA ($255M); by covered participants it is Easterseals Southern California Retirement Plan in CA (2,525 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,525 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 West Virginia University Health System 401(k) Plan assets move in 2023? ▼
West Virginia University Health System 401(k) Plan surged - up 92.6% during 2023, from $133M to $255M. Reported net income was $7M.
How have Wvu Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wvu Health System's sponsor-wide assets grew 83.8%, from $1.1B to $2.0B.
Where does West Virginia University Health System 401(k) Plan rank by assets among Form 5500 filers? ▼
West Virginia University Health System 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to West Virginia University Health System 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ipg Photonics Corporation 401(k) Retirement Plan in MA ($255M, 2,177 participants).
Which 401(k) plans cover a similar participant headcount to West Virginia University Health System 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Easterseals Southern California Retirement Plan in CA (2,525 participants, $69M 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 550754713.

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.