Other · DOL Form 5500 · 2023
Wvu Health System Retirement Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 25,400
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $57,773
- Avg per participant Low balance/head
Official DOL plan name: West Virginia University Health System 403(b) Retirement Savings Plan · Sponsored by Wvu Health System · West Virginia · Healthcare & Social Assistance
$1.5B in assets, 25,400 participants
Wvu Health System's West Virginia University Health System 403(b) Retirement Savings Plan reported $1.5B in total assets and 25,400 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,549 in Healthcare & Social Assistance (17,684 peers)
Coverage in West Virginia
West Virginia University Health System 403(b) Retirement Savings Plan covers 25,400 participants in West Virginia, 54x the typical West Virginia plan (state average ~467 per filing). Assets: $1.5B.
- #17,549
- in Healthcare & Social Assistance (17,684 peers)
- +52.8%
- assets growth YoY
- 15×
- vs typical plan assets (national mean)
West Virginia University Health System 403(b) Retirement Savings Plan's outsized position by total assets
West Virginia University Health System 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,467,425,337 Top 1% higher than 99% 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 Health System 403(b) Retirement Savings Plan's mega-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 403(b) Retirement Savings Plan is a mega filing (25,400 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West Virginia University Health System 403(b) Retirement Savings Plan reported net income rose from -$100M in the plan year 2022 filing to $296M in the plan year 2023 filing.
- West Virginia University Health System 403(b) Retirement Savings Plan end-of-year assets rose from $960M in the plan year 2022 filing to $1.5B in the plan year 2023 filing.
- West Virginia University Health System 403(b) Retirement Savings Plan reported participants rose from 18,993 in the plan year 2022 filing to 25,400 in the plan year 2023 filing.
DOL schedule card
Filing strip 550754713 · Wvu Health System PY 2023 · Other
West Virginia University Health System 403(b) Retirement Savings Plan · $1.5B · 25,400 · 99th
- PART $1.5B
- TYPE 25,400
- NET 99th
- BOOK Other
- VS-ST near The Moses H. Cone Memorial Hospital Voluntary Savings Plan
- BOY ind #17549
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 403(b) Retirement Savings Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $960M |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | $296M |
| Employer EIN | 550754713 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21,598 | $1.1B |
| 2023 | 2 | 27,925 | $1.7B |
| 2024 | 2 | 34,913 | $2.0B |
Nearby Other Plans in West Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- University Physicians and Surgeons, Inc. Retirement Plan $149M · 2,263
Scale composition for West Virginia University Health System 403(b) Retirement Savings Plan
West Virginia University Health System 403(b) Retirement Savings Plan reports $1.5B in end-of-year assets across 25,400 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.027% of 93,925,755 covered participants) - about $57,773 per participant (42% of the national average assets-per-participant) . Net income for plan year 2023 was $296M.
This plan identity (EIN 550754713, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $960M to $1.8B (+82.6%) while covered participants moved from 18,993 to 30,364 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,993 | $960M | Open filing |
| 2023 | 25,400 | $1.5B | This page |
| 2024 · index core | 30,364 | $1.8B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- West Virginia University Health System 403(b) Retirement Savings Plan (Other, $1.8B, 30,364 participants)
- West Virginia University Health System 401(k) Plan (401(k), $255M, 4,549 participants)
West Virginia University Health System 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is The Moses H. Cone Memorial Hospital Voluntary Savings Plan in NC ($1.5B); by covered participants it is Johns Hopkins University 403(b) Plan in MD (25,369 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan (NC) $1.5B · 13,606
- Boston Medical Center 403(b) Retirement Plan (MA) $1.5B · 10,493
- Main Line Health, Inc. Retirement Savings Plan (PA) $1.5B · 13,659
- Johns Hopkins Health System Corporation 403(b) Plan (MD) $1.4B · 17,639
Similar participant headcount
Nearest other-state filings by covered participants (25,400 participants); asset peers above are excluded.
- Johns Hopkins University 403(b) Plan (MD) 25,369 · 31 off
- Washington University Retirement Savings Plan (MO) 25,521 · 121 off
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) 25,214 · 186 off
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (PA) 25,712 · 312 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.