Other · DOL Form 5500 · 2023
West Virginia University Medical Corp. Charleston Division Retirement Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 115
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $252,362
- Avg per participant Above avg balance/head
Official DOL plan name: West Virginia University Medical Corp. Charleston Division Retirement Plan · Sponsored by West Virginia University Medical Corp. Charleston Division Retirement · West Virginia · Healthcare & Social Assistance
$29M in assets, 115 participants
West Virginia University Medical Corp. Charleston Division Retirement's West Virginia University Medical Corp. Charleston Division Retirement Plan reported $29M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #14,495 in Healthcare & Social Assistance (17,684 peers)
Coverage in West Virginia
West Virginia University Medical Corp. Charleston Division Retirement Plan covers 115 participants in West Virginia, about 25% of the average West Virginia filer (state average ~467 per filing). Assets: $29M.
- #14,495
- in Healthcare & Social Assistance (17,684 peers)
- +21.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
West Virginia University Medical Corp. Charleston Division Retirement Plan's outsized position by total assets
West Virginia University Medical Corp. Charleston Division Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,021,591 Top 21% higher than 79% 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 Corp. Charleston Division Retirement Plan 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. West Virginia University Medical Corp. Charleston Division Retirement Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- West Virginia University Medical Corp. Charleston Division Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- West Virginia University Medical Corp. Charleston Division Retirement Plan reported participants fell from 148 in the plan year 2022 filing to 115 in the plan year 2023 filing.
- West Virginia University Medical Corp. Charleston Division Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
DOL schedule card
Filing strip 550779739 · West Virginia University Medical Corp. Charleston Division Retirement PY 2023 · Other
West Virginia University Medical Corp. Charleston Division Retirement Plan · $29M · 115 · 79th
- EBSA $29M
- EBSA 115
- EBSA 79th
- EBSA Other
- EBSA near Crdf Retirement Plan and Trust
- EBSA ind #14495
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 Corp. Charleston Division Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $5M |
| Employer EIN | 550779739 |
| Plan Effective Date | 2001-07-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (West Virginia University Medical Corp. Charleston Division Retirement)
Sponsor-wide plan assets over time
All West Virginia University Medical Corp. Charleston Division Retirement plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 33.39588449997352% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 384 | $75M |
| 2023 | 2 | 282 | $87M |
| 2024 | 2 | 268 | $99M |
Nearby Other Plans in West Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- West Virginia University Health System 403(b) Retirement Savings Plan $1.5B · 25,400
- 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
West Virginia University Medical Corp. Charleston Division Retirement Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is Crdf Retirement Plan and Trust in VA ($29M); by covered participants it is Nurtury, Inc. 403(b) Plan in MA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Crdf Retirement Plan and Trust (VA) $29M · 196
- Shore Country Day School 403(b) DC Plan (MA) $29M · 93
- Trudeau Institute Retirement Plan (NY) $29M · 83
- Lincoln School 403(b) Retirement Plan (RI) $29M · 114
Similar participant headcount
Nearest other-state filings by covered participants (115 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.