Other · DOL Form 5500 · 2023

The West Virginia Humanities Council Inc Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
34th
Percentile by assets National rank
$270,180
Avg per participant High balance/head
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Official DOL plan name: Wv Humanities Council Tax-Deferred Annuity Plan · Sponsored by The West Virginia Humanities Council Inc · West Virginia · Other Services

$3M in assets, 10 participants

The West Virginia Humanities Council Inc's Wv Humanities Council Tax-Deferred Annuity Plan reported $3M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #4,588 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Wv Humanities Council Tax-Deferred Annuity Plan ranks #4,588 of 7,857 2023 filers by assets (743% of the sector average)-$3M for 10 participants.

#4,588
in Other Services (7,857 peers)
+6.6%
assets growth YoY

Wv Humanities Council Tax-Deferred Annuity Plan's mid-pack asset rank among Other Services and all filers

Wv Humanities Council Tax-Deferred Annuity Plan vs every filed plan by assets

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

$2,701,802 34th percentile higher than 34% 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

Wv Humanities Council Tax-Deferred Annuity Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wv Humanities Council Tax-Deferred Annuity Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wv Humanities Council Tax-Deferred Annuity Plan reported net income rose from -$362K in the plan year 2022 filing to $166K in the plan year 2023 filing.
  • Wv Humanities Council Tax-Deferred Annuity Plan reported participants rose from 8 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Wv Humanities Council Tax-Deferred Annuity Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 550553594 · The West Virginia Humanities Council Inc PY 2023 · Other

Wv Humanities Council Tax-Deferred Annuity Plan · $3M · 10 · 34th

  • SCH $3M
  • EBSA 10
  • PART 34th
  • TYPE Other
  • NET near Michael Dunn Center Retirement Plan
  • BOOK ind #4588

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 Other Services retirement plans → · Plans in West Virginia →

Wv Humanities Council Tax-Deferred Annuity Plan in the asset neighbourhood

Michael Dunn Center Retirement PlanMichael Dunn Center Retireme…$3MVictor C Neumann Association Tax Deferred Annuity PlanVictor C Neumann Association…$3MWv Humanities Council Tax-Deferred Annuity PlanWv Humanities Council Tax-De…$3MValley Christian School System 403(b) PlanValley Christian School Syst…$3MAlliance Healthcare Services Employee RetirementAlliance Healthcare Services…$3M
End-of-year total assets ($M) among Wv Humanities Council Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$166K
Employer EIN550553594
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The West Virginia Humanities Council Inc)

Sponsor-wide plan assets over time

All The West Virginia Humanities Council Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.681290695615235% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M 202220232024 $2.54M $2.83M ▲ +11.4%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 10 $3M
2024 1 12 $3M

Nearby Other Plans in West Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Wv Humanities Council Tax-Deferred Annuity Plan vs. nearby Other plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Wv Humanities Council Tax-Deferred Annuity Plan, Total assets ($B): 0.002701802 · Participants: 10Wv Humanities Council Tax-Deferred Annuity 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
Wv Humanities Council Tax-Deferred Annuity Plan vs. nearby Other plans in West Virginia, assets vs. participants
Compare Wv Humanities Council Tax-Deferred Annuity Plan side-by-side with 3 peers →

Wv Humanities Council Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside West Virginia, the nearest Other by assets is Michael Dunn Center Retirement Plan in TN ($3M); by covered participants it is Mcilrath & Eck Safe Harbor 401(k) Ps Plan in WA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Wv Humanities Council Tax-Deferred Annuity Plan assets move in 2023? ▼
Wv Humanities Council Tax-Deferred Annuity Plan grew at a solid clip - up 6.6% during 2023, from $3M to $3M. Reported net income was $166K.
How have The West Virginia Humanities Council Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The West Virginia Humanities Council Inc's sponsor-wide assets grew 11.7%, from $3M to $3M.
Which Other plans are similar in size to Wv Humanities Council Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Michael Dunn Center Retirement Plan in TN ($3M, 344 participants).
Which Other plans cover a similar participant headcount to Wv Humanities Council Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Mcilrath & Eck Safe Harbor 401(k) Ps Plan in WA (10 participants, $2M 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 550553594.

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.