Other · DOL Form 5500 · 2023
University of Charleston Retirement Plan
Data updated 2026-08-11
- $45M
- Total assets
- 274
- Participants
- 85th
- Percentile by assets
- $166,010
- Avg per participant
Official DOL plan name: University of Charleston Retirement Plan · Sponsored by University of Charleston · West Virginia · Educational Services
$45M in assets, 274 participants
University of Charleston's University of Charleston Retirement Plan reported $45M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 127,072 plans)
- #2,710 in Educational Services (3,735 peers)
Where University of Charleston Retirement Plan sits by assets
University of Charleston Retirement Plan sits in the top quartile of all filed plans by assets, $45M for 274 participants (~$166,010/participant), up 14.7% in 2023.
- $45M
- total plan assets (2023 EOY)
- 274
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $166,010
- avg assets per participant
Where University of Charleston Retirement Plan sits by total assets
University of Charleston Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$45,486,718 Top 15% higher than 85% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Charleston Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- University of Charleston Retirement Plan end-of-year assets rose from $40M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- University of Charleston Retirement Plan reported participants fell from 292 in the plan year 2022 filing to 274 in the plan year 2023 filing.
University of Charleston Retirement Plan vs the 2023 asset distribution
By assets, University of Charleston Retirement Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $6M |
| Employer EIN | 550357039 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Charleston)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 292 | $40M |
| 2023 | 1 | 274 | $45M |
| 2024 | 1 | 271 | $51M |
Nearby Other Plans in West Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
University of Charleston Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to University of Charleston Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did University of Charleston Retirement Plan assets move in 2023? ▼
How have University of Charleston plan assets changed over time? ▼
Where does University of Charleston Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for University of Charleston Retirement Plan
Scale reading
Ways to act on University of Charleston Retirement Plan's numbers.
- By total assets, University of Charleston Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in West Virginia. Compare plans
- University of Charleston's sponsor-wide assets have grown 28.1% since 2022 across 3 plan years on file. More Educational Services plans