Other · DOL Form 5500 · 2023

University of Charleston Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
274
Participants Below avg headcount
85th
Percentile by assets National rank
$166,010
Avg per participant Above avg balance/head
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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.

  • #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.

#2,710
in Educational Services (3,735 peers)
+14.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

University of Charleston Retirement Plan's outsized position 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

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

University of Charleston 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. University of Charleston Retirement Plan sits mid-pack in the medium band (274 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 550357039 · University of Charleston PY 2023 · Other

University of Charleston Retirement Plan · $45M · 274 · 85th

  • EBSA $45M
  • EBSA 274
  • EBSA 85th
  • EBSA Other
  • EBSA near Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan
  • EBSA ind #2710

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 Educational Services retirement plans → · Plans in West Virginia →

University of Charleston Retirement Plan in the asset neighbourhood

Worcester Academy DC Retirement PlanWorcester Academy DC Retirem…$46MBethune-Cookman University Retirement PlanBethune-Cookman University R…$46MBeaver Country Day Defined Contribution and Tax Deferred Annuity Retirement PlanBeaver Country Day Defined C…$46MUniversity of Charleston Retirement PlanUniversity of Charleston Ret…$45MWells College Tax Deferred Retirement PlanWells College Tax Deferred R…$45M
End-of-year total assets ($M) among University of Charleston Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN550357039
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Charleston)

Sponsor-wide plan assets over time

All University of Charleston plans reported in each filing year

Latest sponsor-wide plan assets
$51M 28.134135764508038% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.7M $50.8M ▲ +28.1%
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 Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants University of Charleston Retirement Plan, Total assets ($B): 0.045486718 · Participants: 274University of Charleston Retirement PlanWest Virginia University Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.467425337 · Participants: 25400West Virginia University Health System 403(b) Retirement Savings PlanMaryland Electrical Industry Severance & Annuity F, Total assets ($B): 0.291868473 · Participants: 2645Maryland Electrical Industry Severance & Annuity FWest Virginia University Medical Corporation 403(b) Plan, Total assets ($B): 0.281583387 · Participants: 1761West Virginia University Medical Corporation 403(b) PlanCamc Health System, Inc. Retirement Savings Plan, Total assets ($B): 0.228152181 · Participants: 0Camc Health System, Inc. Retirement Savings PlanLocal Union 317 Electrical Pension Plan, Total assets ($B): 0.159972427 · Participants: 744Local Union 317 Electrical Pension Plan
University of Charleston Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants
Compare University of Charleston Retirement Plan side-by-side with 3 peers →

University of Charleston Retirement Plan's out-of-state Other peers by assets and headcount

Outside West Virginia, the nearest Other by assets is Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan in MA ($46M); by covered participants it is Greenhill School 403(b) Plan in TX (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 University of Charleston Retirement Plan assets move in 2023? ▼
University of Charleston Retirement Plan grew at a solid clip - up 14.7% during 2023, from $40M to $45M. Reported net income was $6M.
How have University of Charleston plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Charleston's sponsor-wide assets grew 28.1%, from $40M to $51M.
Where does University of Charleston Retirement Plan rank by assets among Form 5500 filers? ▼
University of Charleston Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University of Charleston Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan in MA ($46M, 132 participants).
Which Other plans cover a similar participant headcount to University of Charleston Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Greenhill School 403(b) Plan in TX (274 participants, $59M 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 550357039.

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.