Other · DOL Form 5500 · 2023
West Virginia School of Osteopathic Medicine Clinic, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 59
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $125,451
- Avg per participant Near avg balance/head
Official DOL plan name: Robert C. Byrd 403(b) DC Plan · Sponsored by West Virginia School of Osteopathic Medicine Clinic, Inc. · West Virginia · Healthcare & Social Assistance
$7M in assets, 59 participants
West Virginia School of Osteopathic Medicine Clinic, Inc.'s Robert C. Byrd 403(b) DC Plan reported $7M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,165 in Healthcare & Social Assistance (17,684 peers)
West Virginia School of Osteopathic Medicine Clinic, Inc. multi-year trail
West Virginia School of Osteopathic Medicine Clinic, Inc.'s plans moved +36.6% in assets from 2022 to 2024; this filing shows Robert C. Byrd 403(b) DC Plan at $7M / 59 participants.
- #10,165
- in Healthcare & Social Assistance (17,684 peers)
- +22.6%
- assets growth YoY
Robert C. Byrd 403(b) DC Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Robert C. Byrd 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,401,584 Top 48% higher than 52% 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
Robert C. Byrd 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert C. Byrd 403(b) DC Plan is a small filing (59 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert C. Byrd 403(b) DC Plan reported net income rose from -$571K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Robert C. Byrd 403(b) DC Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Robert C. Byrd 403(b) DC Plan reported participants rose from 52 in the plan year 2022 filing to 59 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 550559322 · West Virginia School of Osteopathic Medicine Clinic, Inc. PY 2023 · Other
Robert C. Byrd 403(b) DC Plan · $7M · 59 · 52nd
- BOOK $7M
- VS-ST 59
- BOY 52nd
- SCH Other
- EBSA near Ammonoosuc Community Health Services 403(b) Plan
- PART ind #10165
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 →
Robert C. Byrd 403(b) DC Plan in the asset neighbourhood
West Virginia School of Osteopathic Medicine Clinic, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All West Virginia School of Osteopathic Medicine Clinic, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 36.62237583226534% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $6M |
| 2023 | 1 | 59 | $7M |
| 2024 | 1 | 62 | $8M |
West Virginia School of Osteopathic Medicine Clinic, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 550559322 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
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
Robert C. Byrd 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is Ammonoosuc Community Health Services 403(b) Plan in NH ($7M); by covered participants it is All Saints' Episcopal Day School 403(b) Plan in SC (59 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (59 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.