Money Purchase · DOL Form 5500 · 2023
Wvu Medical Corporation Money Purchase Plan
Data updated 2026-08-25
- $344M
- Total assets Above avg plan size
- 1,771
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $194,085
- Avg per participant Above avg balance/head
Official DOL plan name: West Virginia University Medical Corporation Retirement Plan · Sponsored by Wvu Medical Corporation · West Virginia · Healthcare & Social Assistance
$344M in assets, 1,771 participants
Wvu Medical Corporation's West Virginia University Medical Corporation Retirement Plan reported $344M in total assets and 1,771 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.
- #17,122 in Healthcare & Social Assistance (17,684 peers)
Coverage in West Virginia
West Virginia University Medical Corporation Retirement Plan covers 1,771 participants in West Virginia, 3.8x the typical West Virginia plan (state average ~467 per filing). Assets: $344M.
- #17,122
- in Healthcare & Social Assistance (17,684 peers)
- +19.3%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
West Virginia University Medical Corporation Retirement Plan's outsized position by total assets
West Virginia University Medical Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$343,725,206 Top 4% higher than 96% 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 Medical Corporation Retirement 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 Medical Corporation Retirement Plan lands in the large band (1,771 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West Virginia University Medical Corporation Retirement Plan reported net income rose from -$46M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- West Virginia University Medical Corporation Retirement Plan end-of-year assets rose from $288M in the plan year 2022 filing to $344M in the plan year 2023 filing.
- West Virginia University Medical Corporation Retirement Plan reported participants rose from 1,697 in the plan year 2022 filing to 1,771 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 550492006 · Wvu Medical Corporation PY 2023 · Money Purchase
West Virginia University Medical Corporation Retirement Plan · $344M · 1,771 · 96th
- EOY $344M
- 5500 1,771
- ASSETS 96th
- PCT Money Purchase
- EIN near Northwestern Ohio Plumbers and Pipefitters Retirement and Trust
- RANK ind #17122
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 Medical Corporation Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $288M |
|---|---|
| Net Assets (End of Year) | $344M |
| Net Income | $56M |
| Employer EIN | 550492006 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wvu Medical Corporation)
Sponsor-wide plan assets over time
All Wvu Medical Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $720M 39.287068041488546% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,383 | $517M |
| 2023 | 2 | 3,532 | $625M |
| 2024 | 2 | 3,893 | $720M |
Nearby Money Purchase Plans in West Virginia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan $93M · 2,135
- Plumbers & Pipefitters Local 152 Retirement Annuit $69M · 3,075
- IBEW Local 968 Pension Fund $68M · 350
- West Virginia University Medical Corp. Charleston Division Retirement Plan $58M · 167
- Plumbers & Steamfitters Local 565 Pension Plan $32M · 559
West Virginia University Medical Corporation Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside West Virginia, the nearest Money Purchase by assets is Northwestern Ohio Plumbers and Pipefitters Retirement and Trust in OH ($343M); by covered participants it is Iron Workers Local 399 Annuity Fund in NJ (1,767 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($344M here).
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust (OH) $343M · 2,443
- University of Dayton Defined Contribution Retirement Plan (OH) $348M · 3,080
- Pamcah-Ua Local 675 Annuity Plan (HI) $349M · 1,444
- Carrix, Inc. Retirement Plan (WA) $328M · 1,512
Similar participant headcount
Nearest other-state filings by covered participants (1,771 participants); asset peers above are excluded.
- Iron Workers Local 399 Annuity Fund (NJ) 1,767 · 4 off
- First Hawaiian, Inc. Future Plan (HI) 1,763 · 8 off
- University of San Francisco Defined Contribution Retirement Plan (CA) 1,757 · 14 off
- Bozeman Health Retirement Plan (MT) 1,750 · 21 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.