Money Purchase
2023 plan-year Money Purchase DOL Form 5500

WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WVU MEDICAL CORPORATION

This Money Purchase plan holds $344M in total assets and serves 1,771 participants as of 2023. It is sponsored by WVU MEDICAL CORPORATION in West Virginia. The plan reported positive net income of $56M for the year.

Total Assets (2023)
$344M
Participants
1,771
Industry
Healthcare & Social Assistance

What the Filing Says About WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN

WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN is a Money Purchase retirement plan sponsored by WVU MEDICAL CORPORATION, headquartered in West Virginia. As of the 2023 Form 5500 filing, the plan reports $344M in total end-of-year assets and covers 1,771 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 550492006, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $288M at the beginning of 2023 to $344M at year-end — a gain of 19.3%. Net assets (after liabilities) closed the year at $344M, with reported net income of $56M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$288M
Total Assets (End of Year)$344M
Net Assets (End of Year)$344M
Net Income$56M
Plan TypeMoney Purchase
Employer EIN550492006
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WVU MEDICAL CORPORATION)

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.

Frequently Asked Questions

How much money is in the WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN?
As of the 2023 Form 5500 filing, WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN holds $344M in total assets with 1,771 participants. It is sponsored by WVU MEDICAL CORPORATION.
What type of plan is WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN?
WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN is a Money Purchase plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 550492006.
Who sponsors the WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN?
WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN is sponsored by WVU MEDICAL CORPORATION, located in West Virginia. The sponsor's EIN is 550492006 and the plan operates in the Healthcare & Social Assistance industry.
How did WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN perform in 2023?
WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN grew by 19.3% during 2023, moving from $288M to $344M in total assets. Net income was $56M.
Where can I find official filings for WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN?
Official Form 5500 filings for WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 550492006 or plan name at efast.dol.gov.
How does WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN compare to other plans?
You can compare WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN against other Money Purchase plans on the plan type page, or view plans in West Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 550492006.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.