Other · DOL Form 5500 · 2023

Davis Health System, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
954
Participants Near avg headcount
40th
Percentile by assets National rank
$4,025
Avg per participant Low balance/head
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Official DOL plan name: Davis Health System 403(b) Retirement Plan · Sponsored by Davis Health System, Inc. · West Virginia · Healthcare & Social Assistance

$4M in assets, 954 participants

Davis Health System, Inc.'s Davis Health System 403(b) Retirement Plan reported $4M in total assets and 954 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,411 in Healthcare & Social Assistance (17,684 peers)

Coverage in West Virginia

Davis Health System 403(b) Retirement Plan covers 954 participants in West Virginia, 2.0x the typical West Virginia plan (state average ~467 per filing). Assets: $4M.

#7,411
in Healthcare & Social Assistance (17,684 peers)
+15.1%
assets growth YoY

Davis Health System 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Davis Health System 403(b) Retirement Plan vs every filed plan by assets

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

$3,839,811 40th percentile higher than 40% 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

Davis Health System 403(b) 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. Davis Health System 403(b) Retirement Plan sits mid-pack in the medium band (954 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davis Health System 403(b) Retirement Plan reported net income rose from -$185K in the plan year 2022 filing to $587K in the plan year 2023 filing.
  • Davis Health System 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Davis Health System 403(b) Retirement Plan reported participants rose from 936 in the plan year 2022 filing to 954 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 550737655 · Davis Health System, Inc. PY 2023 · Other

Davis Health System 403(b) Retirement Plan · $4M · 954 · 40th

  • VS-ST $4M
  • BOY 954
  • SCH 40th
  • EBSA Other
  • PART near Norfolk Christian Schools 403(b) Retirement Plan
  • TYPE ind #7411

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 →

Davis Health System 403(b) Retirement Plan in the asset neighbourhood

Arkansas Support Network, Inc. 403(b)Arkansas Support Network, In…$4MDavis Health System 403(b) Retirement PlanDavis Health System 403(b) R…$4MNorfolk Christian Schools 403(b) Retirement PlanNorfolk Christian Schools 40…$4MCecil St Yeung Profit Sharing PlanCecil St Yeung Profit Sharin…$4MDr. Richard Izquierdo Health and Science Charter School 403(b) PlanDr. Richard Izquierdo Health…$4M
End-of-year total assets ($M) among Davis Health System 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

West Virginia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$587K
Employer EIN550737655
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis Health System, Inc.)

Sponsor-wide plan assets over time

All Davis Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.096564455106034% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.34M $4.17M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 936 $3M
2023 1 954 $4M
2024 1 965 $4M

Nearby Other Plans in West Virginia

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

Davis Health System 403(b) 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 ($B) Participants Davis Health System 403(b) Retirement Plan, Total assets ($B): 0.003839811 · Participants: 954Davis Health System 403(b) 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
Davis Health System 403(b) Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants
Compare Davis Health System 403(b) Retirement Plan side-by-side with 3 peers →

Davis Health System 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside West Virginia, the nearest Other by assets is Norfolk Christian Schools 403(b) Retirement Plan in VA ($4M); by covered participants it is North Central College Defined Contribution Retirement Plan in IL (952 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (954 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 Davis Health System 403(b) Retirement Plan assets move in 2023? ▼
Davis Health System 403(b) Retirement Plan grew sharply - up 15.1% during 2023, from $3M to $4M. Reported net income was $587K.
How have Davis Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Health System, Inc.'s sponsor-wide assets grew 25.1%, from $3M to $4M.
Which Other plans are similar in size to Davis Health System 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Norfolk Christian Schools 403(b) Retirement Plan in VA ($4M, 131 participants).
Which Other plans cover a similar participant headcount to Davis Health System 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is North Central College Defined Contribution Retirement Plan in IL (952 participants, $165M 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 550737655.

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.