401(k) · DOL Form 5500 · 2023

Monongahela Valley Hospital, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
319
Participants Below avg headcount
55th
Percentile by assets National rank
$26,017
Avg per participant Low balance/head
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Official DOL plan name: Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 · Sponsored by Monongahela Valley Hospital, Inc. · Pennsylvania · Healthcare & Social Assistance

$8M in assets, 319 participants

Monongahela Valley Hospital, Inc.'s Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 reported $8M in total assets and 319 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,638 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 covers 319 participants in Pennsylvania, about 39% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#10,638
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY

Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003's mid-pack asset rank among Healthcare & Social Assistance and all filers

Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 vs every filed plan by assets

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

$8,299,360 Top 45% higher than 55% 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

Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 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. Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 sits mid-pack in the medium band (319 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 reported participants fell from 339 in the plan year 2022 filing to 319 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237218917 · Monongahela Valley Hospital, Inc. PY 2023 · 401(k)

Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 · $8M · 319 · 55th

  • PART $8M
  • PART 319
  • PART 55th
  • PART 401(k)
  • PART near John Jones Auto Group 401(k) Plan
  • PART ind #10638

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 Pennsylvania →

Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 in the asset neighbourhood

Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003Monongahela Valley Hospital,…$8MJohn Jones Auto Group 401(k) PlanJohn Jones Auto Group 401(k)…$8MReputation Institute 401(k) PlanReputation Institute 401(k) …$8MBanyan Street Advisors LLC 401(k) Profit Sharing Plan & TrustBanyan Street Advisors LLC 4…$8MHmr Acquisition Company, Inc. Financial Freedom 401(k) PlanHmr Acquisition Company, Inc…$8M
End-of-year total assets ($M) among Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN237218917
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Monongahela Valley Hospital, Inc.)

Sponsor-wide plan assets over time

All Monongahela Valley Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 15.818793477703341% vs 2022
2023 filing year
$26M$28M$30M$32M$34M 20222023 $28.4M $32.9M ▲ +15.8%
Year Plans Participants Total Assets
2022 3 1,082 $28M
2023 2 724 $33M

Nearby 401(k) Plans in Pennsylvania

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

Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003, Total assets ($B): 0.00829936 · Participants: 319Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003Comcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 side-by-side with 3 peers →

Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is John Jones Auto Group 401(k) Plan in IN ($8M); by covered participants it is Capital Cardiology Associates, PC Profit Sharing 401(k) Plan in NY (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 assets move in 2023? ▼
Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003 grew sharply - up 19.4% during 2023, from $7M to $8M. Reported net income was $1M.
How have Monongahela Valley Hospital, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Monongahela Valley Hospital, Inc.'s sponsor-wide assets grew 15.8%, from $28M to $33M.
Which 401(k) plans are similar in size to Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003? ▼
Among 401(k) plans in other states, the closest by assets is John Jones Auto Group 401(k) Plan in IN ($8M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Monongahela Valley Hospital, Inc. 401(k) Plan & Trust 003? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Cardiology Associates, PC Profit Sharing 401(k) Plan in NY (319 participants, $71M 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 237218917.

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.